Dan Parnes Email & Phone Number
Financial Advisor @ Summit Wealth Management
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Dan Parnes Location
- Washington, DC, US
Dan Parnes Work
- 2023 - now Financial Advisor @
- 2009 - 2023 Associate Vice President - Investments @
Dan Parnes Skills
- Leadership
- Finance
- Investments
- Management
- Mutual Funds
- Retirement Planning
- Insurance
- Securities
- Program Management
- Customer Service
Dan Parnes Summary
- Dan Parnes, based in Washington, DC, US, is currently a Financial Advisor at Shore to Summit Wealth Management, LLC. Dan Parnes brings experience from previous roles at Wells Fargo Advisors. With a robust skill set that includes Leadership, Finance, Investments, Management, Mutual Funds and more. Dan Parnes has 2 emails and 1 mobile phone numbers on RocketReach.
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