Dan McGee

Dan McGee has a diverse work experience in the financial industry. Dan is currently the Managing Director of Private Wealth Partners at CIM Group, where they are responsible for national sales and collaborating with the sales team. Prior to that, they were the Managing Director of the U.S. Wealth & Sub-Advisory Group at Barings. Dan also worked as the Vice President and Managing Director at Principal Financial Group, where they managed various teams and product groups. Dan held the position of Senior Vice President and General Manager at BT Financial Group, a subsidiary of Principal Financial Group, where they oversaw the Group Retirement Business. Earlier in their career, they served as a Regional Vice President at Principal Financial Group.

Dan McGee attended the University of Iowa from 1988 to 1992. During this time, they pursued a Bachelor of Business Administration (BBA) with a field of study in Business.