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.
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