Dan O Coates

Dan O Coates is a seasoned financial services professional with extensive experience in sales and management roles across various firms. Currently serving as Senior Vice President at InspereX since August 2016, Dan is responsible for structured product sales growth in Texas, Oklahoma, Louisiana, and Arkansas. Previously, Dan held roles including Regional Sales at Crossroads Capital Distributors, Regional Vice President at Realty Capital Securities, and President at Coates Blackman Financial Services. Dan began their career as Managing Partner at Capstone Tax Advisory Group and served as Regional Vice President/Senior Vice President at Wood Logan Associates/Manulife. Dan earned a Bachelor of Science in Speech Communication from Tarleton State University.