Dan Haag Email & Phone Number
Associate Wealth Management Advisor @ DJM Financial
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Dan Haag Location
- Newport Beach, CA, US
Dan Haag Work
- Associate Wealth Management Advisor @ (September 2024 - Present)
- Senior Derivatives Trading Specialist @ (November 2020 - September 2024)
- Analyst @ (July 2017 - September 2020)
- Summer Analyst @ (June 2016 - August 2016)
- Summer Intern @ (May 2015 - August 2015)
- Dining Room Manager @ (May 2014 - August 2014)
Dan Haag Education
- Indiana University - Kelley School of Business
Bachelor’s Degree (Finance, General)
2013-2017
Dan Haag Skills
- Asset Management
- Communication
- Financial Services
- Investment Strategies
- Investments
- Landscape Maintenance
- Landscaping
- Microsoft Excel
- Money Management
- Organic Farming
- Organization
- Problem Solving
- Project Management
- Survival Skills
- Team Leadership
- Value Investing
- Volunteering
Dan Haag Summary
- Dan Haag, based in Newport Beach, CA, US, is currently a Associate Wealth Management Advisor 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 Asset Management, Communication, Financial Services, Investment Strategies, Investments and more.
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