Dan Goldie Financial Services:
A Terrific Example of Leveraging Outsourcing

Recently Released!!!
Date Published: April 4, 2014
Summary PPT Deck: 17 Slides

Reference PPT Deck: 27 Slides

Dan Goldie Financial Services was founded by Dan Goldie and is based in Menlo Park, CA. The firm has one employee, 250 clients, 970 accounts, & $600 million assets under management. Dan Goldie Financial Services is led by its CEO Dan Goldie. Its web sites can be found at www.dangoldie.com & www.theinvestmentanswerbook.com.

Dan Goldie Financial Services' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Gordon Murray Phase
  • Book Phase
Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, assets under management, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Service One
  • Service Two
And its profile concludes with the highlights of its organizational structure & ownership.
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