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Dan Allen has over 25 years of experience in the financial services industry, currently serving as Vice President at UBS since January 2015. Prior to this role, Dan worked as a Financial Advisor at Morgan Stanley from June 2006 to January 2015 and as a Wealth Manager at AG Edwards from October 1998 to November 2006. Dan earned a Bachelor of Arts degree from West Virginia Wesleyan College between 1992 and 1996.