Dan Stampf Email & Phone Number
Chief Product Officer @ Wealth Enhancement Group
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Dan Stampf Location
- Laguna Niguel, CA, US
Dan Stampf Work
- 2023 -now Chief Product Officer @
- 2026 -now Advisory Board Member @
- 2023 -2023 Vice President, Wealth Solutions @
- 2020 -2023 Board Member @
- 2022 -2023 Vice President, Advisory Solutions @
- 2019 -2022 VP of Personal Capital Cash and Voice of the Customer @
- 2017 -2019 Vice President of Advisory Optimization @
- 2013 -2017 Director of Advisory Service @
- 2012 -2013 Senior Vice President, Advisory Service and Operations @
- 2011 -2012 Direct Marketing Manager @
- 2010 -2011 Client Programs Group Manager (In Person Seminars and Events) @
- 2007 -2010 Corporate Finance Operations Manager @
- 2006 -2007 Sales Operations Manager @
- 2004 -2006 Investment Counselor @
- 2000 -2004 Investment Associate @ Affirmed Financial Management
- 1996 -2000 Financial Advisor @ Pimlott Financial
- 1995 -1996 Relationship Manager and Operations @ Glendale Federal Bank
Dan Stampf Education
- San Jose State University
Bachelor of Science (B.S.) (Business Administration and Finance)
1996-2002 - Jim Russell Racing Drivers School
N/A (Techniques of Racing)
1995-1995 - The Art of Road Racing
Certificate, Financial Planning (Racecraft)
- Santa Clara University
Dan Stampf Skills
- Series 63
- Series 24
- Securities Regulation
- Series 7
- Investments
- Financial Services
- Wealth Management
- Finance
- Equities
- Management
- Capital Markets
- Investment Strategies
- Asset Allocation
- Analytics
- Financial Analysis
- Sales
- Automotive
- Auto Racing
- Road Racing
- Driving Performance
- Automotive Restoration
- Retirement Planning
- Corporate Finance
- Investment Management
- Analysis
- Lead Generation
- Defensive Driving
- Automotive Products
- New Business Development
- Insurance
- Direct Marketing
- Project Management
- Motorsports Marketing
- Racing
- Motorsports
- Asset Management
- Sponsorship
- Investment Advisory
- Marketing Strategy
- Event Planning
- Event Management
- Recruiting
- Business Development
- Sponsorship Sales
- Program Management
- Budgets
- Sales Operations
- Business Operations
- Microsoft Word
- Analytical Skill
- Series 65
- Advisory
- Research
- Accounts Payable
- Strategy
- Operations
- Portfolio Management
- Marketing
- Accounts Receivable
- Financial Management
Dan Stampf Summary
- Dan Stampf, based in Laguna Niguel, CA, US, is currently a Chief Product Officer at Wealth Enhancement Group. Dan Stampf brings experience from previous roles at NetLaw, Empower, The Crayon Initiative and Personal Capital. Dan Stampf holds a 1996 - 2002 Bachelor of Science (B.S.) in Business Administration and Finance @ San Jose State University. With a robust skill set that includes Series 63, Series 24, Securities Regulation, Series 7, Investments and more. Dan Stampf has 4 emails and 4 mobile phone numbers on RocketReach.
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