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Dan Pease Location
California, United States
Dan Pease Work
2025 -now Managing Director and Senior Wealth Advisor @
2003 -now Wrestling Coach @
2023 -2025 Director and Senior Wealth Advisor @
2022 -2023 Senior Wealth Advisor @
2020 -2022 Wealth Advisor @ CAVU Wealth Advisors
2019 -2020 VP - Senior Branch Manager @
2018 -2019 VP - Assistant Branch Manager @
2014 -2018 VP - Financial Consultant @
2013 -2014 Client Relationship Specialist @
2011 -2013 Relationship Banker @
2007 -2011 Program Director @ Concord Youth Center
2003 -2006 Wrestling Coach and Administrative Assistant @ Concord Youth Center
Dan Pease Education
Saint Mary's College of California
B.S. (Business Administration)
De La Salle High School
Menlo College
Dan Pease Skills
Leadership
Community Outreach
Management
Strategy
Asset Allocation
Investments
Mutual Funds
College Planning
401K Rollovers
Banking and Credit Management
Titling and Beneficiary Designations
Charitable Giving
Small Business Retirement Plans
Trading Platform Specialist
Executive Compensation Planning
Private Banking
Mortgage Lending
Business Development
Branch Management
Dan Pease Summary
Dan Pease, based in California, United States, is currently a Wrestling Coach at De La Salle High School. Dan Pease brings experience from previous roles at Mariner, Mariner Wealth Advisors and CAVU Wealth Advisors. Dan Pease holds a B.S. in Business Administration @ Saint Mary's College of California. With a robust skill set that includes Leadership, Community Outreach, Management, Strategy, Asset Allocation and more. Dan Pease has 4 emails and 2 mobile phone numbers on RocketReach.
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