Profile
Mr. Dan Will is President at Kelly Capital since 2004.
Most recently Mr. Will served as Chairman/CEO of Oxford Representatives Group, a holding company comprised of a wholly-owned retail brokerage operation with 90 licensed reps, a registered investment advisory firm, a corporate finance subsidiary, an insurance brokerage agency, and a lending subsidiary that Mr. Will had primary responsibility for.
Prior to his tenure at Oxford, Mr. Will’s extensive banking career included serving as President, Chairman, and CEO of Mountain Community Bank between 1992 and 1999, until its sale to another regional bank.
During the period that he managed MCB, the bank grew from $25 million to nearly $100 million in total assets, and was one of the most profitable banks in NM as measured by ROA and ROE.
Mr. Will earned his BA in Finance and Management, as well as his MBA, from Texas Christian University.
Former positions of Dan Will
| Companies | Position | 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 | 30/12/2003 |
| Mountain Bancshares, Inc. (Georgia) | President | 30/12/1999 |
Kelly Capital
 Kelly Capital Investment ManagersFinance Founded in 1993, Kelly Capital is a private equity firm headquartered in San Diego, California | President | - |
Training of Dan Will
| Texas Christian University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Kelly Capital
Kelly Capital Investment ManagersFinance Founded in 1993, Kelly Capital is a private equity firm headquartered in San Diego, California | Finance |
| 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 |
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