Dan Epstein Email & Phone Number
Financial Advisor @ Barnum Financial Group Tri State
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Dan Epstein Location
- New Jersey, United States
Dan Epstein Work
- 2025 -now Financial Advisor @
- 2024 -2025 Financial Services Professional @
- 2021 -2025 Founder @ Self-employed
- 2018 -2019 INTERIM GENERAL MANAGE @
- 2011 -2018 FOUNDER @ RACE DAY FIT LLC (DBA CrossFit Maelstrom)
- 2005 -2010 PRODUCT MANAGER and DESK HEAD @
- 2003 -2005 DESK HEAD and EMERGING MARKETS CREDIT DERIVATIVES TRADER @
- 1997 -2001 TECHNOLOGY FINANCIAL STRATEGY @
Dan Epstein Education
- Harvard Business Analytics Program
Certificate (Business Analytics)
2019-2020 - NYU Stern School of Business
Master of Business Administration - MBA (Business Administration and Management, General)
- Lehigh University
Bachelor of Science (Finance)
Dan Epstein Skills
- Entrepreneurship
- Financial Analysis
- Project Management
- Operations Management
- Business Development
- Capital Markets
- Electronic Trading
- Derivatives
- Trading
- Fixed Income
- Financial Markets
- Securities
- Fitness
- Sales
- Product Management
- Regulatory Compliance
- Operational Planning
- P&L Management
- Business Strategy
- Strategic Planning
- Process Management
- Customer Acquisition
- Financial Services
- Strategy
- finance
- Marketing
- Analytics
- Data Analysis
- Business Analysis
- Customer Engagement
- Client Engagement
- Trading Systems
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- SQL
- Leadership
- Mentoring
- Training & Development
- Communication
- Team Leadership
- Cross-functional Team Leadership
- Public Speaking
- Management
- Relationship Management
- Revenue & Profit Growth
- Strategic Design
- Strategic Analysis
Dan Epstein Summary
- Dan Epstein, based in New Jersey, United States, is currently a Financial Advisor at Barnum Financial Group Tri State. Dan Epstein brings experience from previous roles at New York Life Insurance Company, Self-employed, Tele-Data Solutions and RACE DAY FIT LLC (DBA CrossFit Maelstrom). Dan Epstein holds a 2019 - 2020 Certificate in Business Analytics @ Harvard Business Analytics Program. With a robust skill set that includes Entrepreneurship, Financial Analysis, Project Management, Operations Management, Business Development and more. Dan Epstein has 2 emails and 1 mobile phone numbers on RocketReach.
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