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Dan Brown Location
Moraga, CA, US
Dan Brown Work
Head of Wealth Management Distribution @ (March 2025 - Present)
Advisor Consultant @ (October 2020 - September 2023)
Vice President and Advisor Consultant @ (March 2015 - September 2020)
Vice President @ (August 2009 - December 2014)
Vice President @ (July 2006 - August 2009)
Dan Brown Education
Boston College
Bachelor of Arts - BA
1990-1994
Old Tappan High School 1986-1990
The Wharton School
Certified investment Management Analyst (CIMA)
Dan Brown Skills
Asset Management
Mutual Funds
Product Management
Asset Managment
Fixed Income
Alternative Investments
Equities
Hedge Funds
Series 63
Strategy
Microsoft Excel
Strategic Planning
Team Building
Marketing
Project Management
Marketing Strategy
Dan Brown Summary
Dan Brown, based in Moraga, CA, US, is currently a Head of Wealth Management Distribution at Alta Park Capital, LP. Dan Brown brings experience from previous roles at New York Life Investments, Nuveen Investments, J.P. Morgan and Federated Investors. Dan Brown holds a 1990 - 1994 Bachelor of Arts - BA @ Boston College. With a robust skill set that includes Asset Management, Mutual Funds, Product Management, Asset Managment, Fixed Income and more. Dan Brown has 1 emails and 1 mobile phone numbers on RocketReach.
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