Career history of Dan Will
Former positions of Dan Will
| Companies | Position | Start | End |
|---|---|---|---|
Oxford Financial Group Ltd.
 Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Corporate Officer/Principal | 31/12/2003 | 31/12/2003 |
| Mountain Bancshares, Inc. (Georgia) | President | - | 31/12/1999 |
Kelly Capital
 Kelly Capital Investment ManagersFinance Founded in 1993, Kelly Capital is a private equity firm headquartered in San Diego, California | Chief Investment Officer | 26/02/2011 | - |
| Private Equity Investor | 01/01/2004 | - | |
| President | 26/02/2011 | - |
Training of Dan Will
| Texas Christian University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| President | 2 |
| Chief Investment Officer | 1 |
| Private Equity Investor | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
| Mountain Bancshares, Inc. (Georgia) | Finance |
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Finance |
Kelly Capital
Kelly Capital Investment ManagersFinance Founded in 1993, Kelly Capital is a private equity firm headquartered in San Diego, California | Finance |
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