Dan Sherman's Location
Long Beach, CA, US
Dan Sherman's Work
- Financial Advisor @ Harmon Street Advisors
- Financial planner and Senior health insurance specialist @ MindWallet Investment Advisory
- Financial Advisor and Tax Specialist @ TAX PROSE INC.
- Financial Advisor @ Sidoxia Capital Management, LLC
- Sales inside and outside @ Multiple Companies
Dan Sherman's Education
- California State University-Long Beach - College of Business Administration
Finance (Investments)
2000 - 2008 - University of California, Irvine Division of Continuing Education
Certificate of financial planning (Financial Planning and Services)
2020 - 2021 - Norco Sr. HIgh School
College/University Preparatory and Advanced High School/Secondary Diploma Program (3.5)
1998 - 2000
- Notre dame high school
College/University Preparatory and Advanced High School/Secondary Diploma Program
1996 - 1998 - Golden State tax training institute, Inc
CTEC Training Hours (Taxes)
2021 - 2021
Dan Sherman's Skills
- Sales
- Logistics
- Sales Management
- Project Management
- Manufacturing
- Customer Service
- Negotiation
- Analysis
- Sales Operations
- Leadership
Dan Sherman's Summary
Dan Sherman, based in Long Beach, CA, US, is currently a Financial Advisor at Harmon Street Advisors, bringing experience from previous roles at MindWallet Investment Advisory, TAX PROSE INC., Sidoxia Capital Management, LLC and Multiple Companies. Dan Sherman holds a 2000 - 2008 Finance in Investments @ California State University-Long Beach - College of Business Administration. With a robust skill set that includes Sales, Logistics, Sales Management, Project Management, Manufacturing and more, Dan Sherman contributes valuable insights to the industry. Dan Sherman has 4 emails on RocketReach.
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Sheila Broderick
Client Relations Manager at Harmon Street Advisors
Rancho Santa Margarita, CA, US25+
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