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Dan Lasorte Location
Philadelphia, PA, US
Dan Lasorte Work
2025 -now Manager Corporate Development @
2024 -2025 Manager Corporate Development @
2022 -2024 Investment Banking Associate @
2019 -2020 AVP, Investment Strategist @
2018 -2019 Investment Management Speciaist @
2016 -2018 AVP, Portfolio Manager Associate @
2014 -2016 Portfolio Manager Assistant @
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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