Dan Seivert Location
Manhattan Beach, CA, US
Dan Seivert Work
- 2001 - now CEO and Managing Partner @ ECHELON Partners
- 2017 - now CEO and Managing Partner @ RIA Valuations
- 1999 - 2001 Founding Principal @ Lovell Minnick Partners LLC
- 1998 - 2000 Associate @ Greif & Co.
- 1992 - 1998 Strategy Research and Investment Analyst @ FocusPoint Private Capital Group
- 1990 - 1992 Research Associate @ Theodore Barry & Associates
- 1989 - 1990 Analyst @ Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
Dan Seivert Education
- UCLA Anderson School of Management
Master of Business Administration (M.B.A.) (Emphasis in Finance, Marketing and Entrepreneurship)
1995 - 1997 - Occidental College
Advanced Bachelor's Degree (Economics)
1984 - 1988
Dan Seivert Skills
- Series 6
- Series 63
- series 62
- Investments
- Finance
- Strategy
- Mutual Funds
- Financial Services
- Mergers & Acquisitions
- Financial Advisory
Dan Seivert Summary
Dan Seivert, based in Manhattan Beach, CA, US, is currently a CEO and Managing Partner at ECHELON Partners. Dan Seivert brings experience from previous roles at RIA Valuations, Lovell Minnick Partners LLC, Greif & Co. and Capital Group. Dan Seivert holds a 1995 - 1997 Master of Business Administration (M.B.A.) in Emphasis in Finance, Marketing and Entrepreneurship @ UCLA Anderson School of Management. With a robust skill set that includes Series 6, Series 63, series 62, Investments, Finance and more. Dan Seivert has 1 emails and 1 mobile phone numbers on RocketReach.
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