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Dan Lasorte Location
Philadelphia, PA, US
Dan Lasorte Work
Manager Corporate Development @ (October 2025 - Present)
Manager Corporate Development @ (May 2024 - October 2025)
Investment Banking Associate @ (June 2022 - May 2024)
AVP, Investment Strategist @ (October 2019 - August 2020)
Investment Management Speciaist @ (October 2018 - October 2019)
AVP, Portfolio Manager Associate @ (January 2016 - October 2018)
Portfolio Manager Assistant @ (July 2014 - January 2016)
Dan Lasorte Education
UNC Kenan-Flagler Business School
Master of Business Administration - MBA
2020-2022
Penn State University
Bachelor's Degree (Finance)
2010-2014
Dan Lasorte Skills
Project Delivery
Project Communications
Communication
Valuation
Financial Literacy
Investment Banking
Due Diligence
Time Management
Finance
Social Media
Team Leadership
Financial Analysis
Investments
Microsoft Excel
Microsoft PowerPoint
Bloomberg Terminal
Portfolio Performance Analysis
Bloomberg
Data Entry
Accounting
Social Media Marketing
Facebook
Options
Microsoft Office
Portfolio Management
Wealth Management
Investment Management
Financial Services
Equities
Asset Allocation
Tax Loss Harvesting
Dan Lasorte Summary
Dan Lasorte, based in Philadelphia, PA, US, is currently a Manager Corporate Development at Berwind Corporation. Dan Lasorte brings experience from previous roles at Honeywell, Jefferies and Wells Fargo. Dan Lasorte holds a 2020 - 2022 Master of Business Administration - MBA @ UNC Kenan-Flagler Business School. With a robust skill set that includes Project Delivery, Project Communications, Communication, Valuation, Financial Literacy and more. Dan Lasorte has 2 emails and 2 mobile phone numbers on RocketReach.
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