Dan Haag Email & Phone Number

Wealth Management Analyst @ DJM Financial

5 free lookup(s).

Dan Haag Location

Newport Beach, CA, US

Dan Haag Work

2024 - now Wealth Management Analyst @ DJM Financial
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2020 - 2024 Senior Derivatives Trading Specialist @ Charles Schwab
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2017 - 2020 Analyst @ J.P. Morgan Private Bank

2016 - 2016 Summer Analyst @ J.P. Morgan Private Bank
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2015 - 2015 Summer Intern @ A Perfect Promotion, Inc
2014 - 2014 Dining Room Manager @ Chick-Fil-A

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Dan Haag Education

Indiana University - Kelley School of Business
Bachelor’s Degree (Finance, General)
2013 - 2017

Dan Haag Skills

Survival Skills
Project Management
Volunteering

Landscape Maintenance
Value Investing
Problem Solving
Communication
Microsoft Excel
Organic Farming
Investment Strategies

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Dan Haag Summary

Dan Haag, based in Newport Beach, CA, US, is currently a Wealth Management Analyst at DJM Financial | Northwestern Mutual Private Client Group. Dan Haag brings experience from previous roles at Charles Schwab, J.P. Morgan U.S. Private Bank and A Perfect Promotion, Inc. Dan Haag holds a 2013 - 2017 Bachelor’s Degree in Finance, General @ Indiana University - Kelley School of Business. With a robust skill set that includes Survival Skills, Project Management, Volunteering, Landscape Maintenance, Value Investing and more.

Dan Haag Phone Numbers

Found 1 phone numbers

+1 312-732-XXXX

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