VP - Financial Consultant @ (June 2014 - April 2018)
Client Relationship Specialist @ (February 2013 - May 2014)
Relationship Banker @ (August 2011 - February 2013)
Program Director @ Concord Youth Center (January 2007 - August 2011)
Wrestling Coach and Administrative Assistant @ Concord Youth Center (May 2003 - December 2006)
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 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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