Dan Mendelson Email & Phone Number
Managing Director, Private Advisor @ Rockefeller Capital Management
5 free lookup(s).
Dan Mendelson Location
- Chicago, IL, US
Dan Mendelson Work
- 2020 - now Managing Director, Private Advisor @
- 2008 - 2020 Senior Vice President-Wealth Management Division @
- 1997 - 2008 Vice President @
Dan Mendelson Education
- Indiana University Bloomington
BS (Business Finance)
1987 - 1990
Dan Mendelson Skills
- Strategic Financial Planning
- Retirement Planning
- Series 7
- Portfolio Management
- Series 63
- Investments
- Wealth Management
- Alternative Investments
- Strategy
- Management
- Investment Advisory
- Securities
- Mutual Funds
- Investment Strategies
- Asset Allocation
- Financial Planning
- Strategic Planning
- Finance
- PowerPoint
- Sales
- Financial Services
- Microsoft Office
- Microsoft Word
- Operations Management
- Microsoft Excel
- Marketing
- Nonprofits
- Customer Service
- Budgets
- Trading
- Services
- Property Management
- Leadership
- Process Scheduler
- Social Media
- Public Speaking
- Insurance
- Data Entry
- Event Planning
- Waitressing
- Singing
- Piano
- Umbrella Insurance
- Outlook
- Guitar
- Flute
- Training
- Makeup Artistry
- Property And Casualty Insurance
- General Insurance
- Saxophone
- Recruiting
Dan Mendelson Summary
- Dan Mendelson, based in Chicago, IL, US, is currently a Managing Director, Private Advisor at Rockefeller Capital Management. Dan Mendelson brings experience from previous roles at Merrill Lynch and Smith Barney. Dan Mendelson holds a 1987 - 1990 BS in Business Finance @ Indiana University Bloomington. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Series 7, Portfolio Management, Series 63 and more. Dan Mendelson has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Rockefeller Capital Management Employees
Dan Rosenthal
Managing Director and Portfolio Manager
New York, NY, US
Laura Esposito
Managing Director, Chief Client Officer
New York, NY, US
Georgina Lahoud-Nico
Managing Director - Private Wealth Advisor
New York, NY, US
Edward Moldaver
Managing Director
New York, NY, US
Chris Dupuy
President, Rockefeller Global Family Office
San Clemente, CA, US
Michael Outlaw
President, Rockefeller Global Family Office
New York, NY, US
Susan Krimigis
COO, Moon Wealth Partners
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