Dan Kessler Email & Phone Number
Director - Senior Product Manager @ VWG Wealth Management
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Dan Kessler Location
- New York, NY, US
Dan Kessler Work
- 2021 -now Director - Senior Product Manager @
- 2019 -2021 Senior Wealth Management Consultant @ Senior Wealth Management Consultant
- 2017 -2019 Vice President - Institutional Relationship Manager @
- 2013 -2017 Senior Associate - Private Wealth and Advisory @
- 2011 -2013 Associate Client Relationship Manager - Private Wealth Management @
- 2010 -2011 Financial Representative @
Dan Kessler Education
- Iona College
BA (Communications)
- Iona College
MBA (Finance)
- Iona Prep
Dan Kessler Skills
- Series 7
- Financial Services
- Finance
- Series 63
- Equities
- Business Development
- Strategy
- Portfolio Management
- Financial Analysis
- Hedge Funds
- Mutual Funds
- Investments
- Asset Management
- Bloomberg
- Alternative Investments
- Capital Markets
- Investment Banking
- Fixed Income
- Marketing
- Wealth Management
- Financial Advisory
- Management
- Private Equity
- ETFs
- Investment Management
- Separately Managed Accounts
- Investor Relations
- Asset Allocation
- Real Estate
- Institutional Sales
- Relationship Management
Dan Kessler Summary
- Dan Kessler, based in New York, NY, US, is currently a Director - Senior Product Manager at Hightower Advisors. Dan Kessler brings experience from previous roles at Senior Wealth Management Consultant, PineBridge Investments, Voya Investment Management and J.P. Morgan. Dan Kessler holds a BA in Communications @ Iona College. With a robust skill set that includes Series 7, Financial Services, Finance, Series 63, Equities and more. Dan Kessler has 3 emails and 1 mobile phone numbers on RocketReach.
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