Dan Pomerantz Email & Phone Number
Executive Director, Senior Portfolio Manager @ Wells Fargo Private Bank
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Pomerantz Location
- Los Angeles, CA, US
Dan Pomerantz Work
- Executive Director, Senior Portfolio Manager @ (June 2018 - Present)
- Past President @ (January 1998 - Present)
- Director @ (April 2016 - April 2018)
- Principal @ (September 2012 - April 2016)
- Senior Portfolio Manager, Vice President @ (January 2004 - September 2012)
- Portfolio Manager @ Opus Investment Advisors, LLC (November 2002 - July 2004)
- Analyst @ (July 2000 - November 2002)
- Project Manager, Engineer @ (March 1992 - July 2000)
Dan Pomerantz Education
- UCLA Anderson School of Management
MBA (Investments)
1997-2000 - UCLA
MS (Structural Engineering)
1990-1991 - UCLA
BS (Civil Engineering)
1985-1989
Dan Pomerantz Skills
- Alternative Investments
- Asset Allocation
- Behavioral Finance
- Bonds
- Equities
- Equity Research
- Finance
- Financial Modeling
- Fixed Income
- Hedge Funds
- High Net Worth Individuals
- Investment Strategies
- Investments
- Mutual Funds
- Securities
- Trading
- Business Analysis
- Wealth Management
- Microsoft Excel
- Series 7
- Chartered Financial Analyst
- Investment Advisory
- Sales
- Certified Financial Planner
- Portfolio Management
- Asset Management
Dan Pomerantz Summary
- Dan Pomerantz, based in Los Angeles, CA, US, is currently a Executive Director, Senior Portfolio Manager at Wells Fargo Private Bank. Dan Pomerantz brings experience from previous roles at CFA Society Los Angeles, City National Rochdale, Bessemer Trust and Northern Trust. Dan Pomerantz holds a 1997 - 2000 MBA in Investments @ UCLA Anderson School of Management. With a robust skill set that includes Alternative Investments, Asset Allocation, Behavioral Finance, Bonds, Equities and more. Dan Pomerantz has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Dan Pomerantz?
Find contact details for 700 million professionals.
Others Named Dan Pomerantz
Danny Pomerantz
Senior Engagement Manager
Los Angeles, CA, US
Dan Pomerantz
CEO and Founder
Moorestown, NJ, US
Dan Pomerantz
Executive Director, Senior Portfolio Manager
Los Angeles, CA, US
Dan Pomerantz
Supply Specialist
Pittsburgh, PA, US
Top Wells Fargo Private Bank Employees
Basil Barouki
Managing Director - Private Wealth Advisor
Walnut Creek, CA, US
Lynette Hemler
SVP - Private Banking Compliance Manager, CRCM
Concord, NC, US
Paige Green
Managing Director
Atlanta, GA, US
Anh Dang
Lead Wealth Management Banker -Vice President, NMLSR ID 642822
California, United States
Kashi Yoshikawa
Managing Director, Senior Regional Investment Manager
Saint Paul, MN, US
David Bartoli
Managing Director
Harrisburg, PA, US
Theresa Kumar
Senior Vice President Private Wealth Advisor
San Diego, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co