Senior Wealth Strategist - Senior Vice President @ Wells Fargo
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Dan Mandel Location
Philadelphia, PA, US
Dan Mandel Work
2022 -now Senior Wealth Strategist - Senior Vice President @
2020 -2022 Vice President and Wealth Management Specialist, Walters Bailey Associates @
2013 -2020 Vice President, Trust and Estate Specialist @
2011 -2013 Internal Trust Specialist @
2010 -2011 Legal Analyst @
2007 -2009 Associate @ Silverman Burns & Krawitz
Dan Mandel Education
Brandeis University
Temple University - James E. Beasley School of Law
Master of Laws (LLM) (Tax Law/Taxation)
Rutgers Law School
Dan Mandel Skills
Microsoft Excel
High Net Worth Individuals
Dan Mandel Summary
Dan Mandel, based in Philadelphia, PA, US, is currently a Senior Wealth Strategist - Senior Vice President at Wells Fargo. Dan Mandel brings experience from previous roles at Merrill Lynch and Deloitte. Dan Mandel holds a Brandeis University. With a robust skill set that includes Microsoft Excel, High Net Worth Individuals and more. Dan Mandel has 2 emails and 2 mobile phone numbers on RocketReach.
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