Dan Needler Email & Phone Number
Wealth Management Advisor @ U.S. Bancorp Investments, Inc.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Needler Location
- Folsom, CA, US
Dan Needler Work
- 2026 -now Wealth Management Advisor @
- 2009 -2026 Wealth Management Advisor @ U.S. Bancorp Investments, Inc.
- 2009 -2009 Financial Advisor @ Chase Investment Services Corp.
- 1998 -2009 Vice President, Financial Advisor @ WAMU Investments, Inc.
Dan Needler Education
- University of the Pacific
B.A. (English Literature)
1991-1993 - University of New Mexico 1989-1991
Dan Needler Skills
- Process Improvement
- Portfolio Management
- Project Management
- Finance
- Customer Service
Dan Needler Summary
- Dan Needler, based in Folsom, CA, US, is currently a Wealth Management Advisor at U.S. Bancorp Advisors. Dan Needler brings experience from previous roles at U.S. Bancorp Investments, Inc., Chase Investment Services Corp. and WAMU Investments, Inc.. Dan Needler holds a 1991 - 1993 B.A. in English Literature @ University of the Pacific. With a robust skill set that includes Process Improvement, Portfolio Management, Project Management, Finance, Customer Service and more. Dan Needler has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Dan Needler?
Find contact details for 700 million professionals.
Others Named Dan Needler
Dan Needler
Wealth Management Advisor
Folsom, CA, US
Dan Needler
Set Up and Maintenance Manager
Lindsay, ON, CA
Top U.S. Bancorp Investments, Inc. Employees
William Eustis
Managing Director
Charlotte, NC, US
Shannon Donnelly
COO of Global Capital Markets
Charlotte, NC, US
Emily Hartley
Managing Director, Debt Capital Markets
Charlotte, NC, US
Dorothy Huffstetler
Managing Director Institutional Sales
New York, NY, US
Thomas Maher
Managing Director - Global Capital Markets Trading
Charlotte, NC, US
Mike Henry
Managing Director - Head of Subscription Finance
Charlotte, NC, US
Harold Rhee
Senior Vice President, Wealth Market Leader
California, United States
Terry Martin
Managing Director-Head of Private Placements
Summit, NJ, US
Jerry Kokal
Managing Director
Chicago, IL, US
Kyle Carse
Managing Director
Charlotte, NC, US
Bill Carney
Managing Director - Debt Capital Markets
Charlotte, NC, US
Michael Martin
Senior Vice President, Market Leader
Danville, KY, US
Michael Pall
SVP, Market Leader
Denver, CO, US
Keith Fakhoury
Managing Director
Florida, United States
Brett Featherstone
Vice President, Debt Capital Markets
Charlotte, NC, US
Bill Orr
Managing Director- ABS Syndicate
Charlotte, NC, US
Tim Patrick
Managing Director, Head of Credit Strategy
Charlotte, NC, US
Daniel Caneva
Operations Group Manager and Senior Vice President
Glendale, CA, US
Tom Parker
Senior Vice President, Wealth Market Leader
Nashville, TN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co