Dan Neiman Email & Phone Number
President, Portfolio Manager @ Neiman Funds
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Dan Neiman Location
- San Diego, CA, US
Dan Neiman Work
- President, Portfolio Manager @ (January 2003 - Present)
- Partner, CIO @ (January 2008 - Present)
- Partner @ Peak Reps, LLC (January 2016 - Present)
Dan Neiman Education
- Humboldt State University
BS (Finance)
1994-1999 - La Jolla High School 1990-1994
Dan Neiman Skills
- Portfolio Management
- Investments
- Asset Allocation
- Equities
- Asset Managment
- Wealth Management
- Mutual Funds
- Investment Advisory
- Retirement Planning
- Investment Strategies
- Fixed Income
- Retirement
- Financial Analysis
- Estate Planning
- ETFs
- Bonds
- Equity Research
- Options
- Fund Of Funds
- Separately Managed Accounts
- Trading
- Finance
- Tactical Asset Allocation
- Manager Selection
- Value Investing
- High Net Worth Individuals
- Equity Valuation
- Strategic Financial Planning
- Asset Management
- Financial Advisory
- Investment Management
- Financial Services
- Wealth Management Services
- Series 65
- Securities
- Options Strategies
- Wealth
- Investment Advisory Services
- IRAs
- Endowments
- Financial Planning
- CFOs
- Compliance
- Bookkeeping
- Financial Reporting
- Strategic Financial
Dan Neiman Summary
- Dan Neiman, based in San Diego, CA, US, is currently a President, Portfolio Manager at Neiman Funds. Dan Neiman brings experience from previous roles at Independent Solutions Wealth Management, LLC and Peak Reps, LLC. Dan Neiman holds a 1994 - 1999 BS in Finance @ Humboldt State University. With a robust skill set that includes Portfolio Management, Investments, Asset Allocation, Equities, Asset Managment and more. Dan Neiman has 3 emails and 2 mobile phone numbers on RocketReach.
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