Dan Steinberg Email & Phone Number
Managing Director @ Wells Fargo Advisors
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Dan Steinberg Location
- Los Angeles, CA, US
Dan Steinberg Work
- 2023 -now Managing Director @
- 2021 -2024 Board Member @
- 2018 -2024 Board Member @ Thru Flo Endovascular
- 2018 -2024 Advisor @
- 2022 -2023 Managing Director - Portfolio Manager @
- 2020 -2022 Sr. Portfolio Manager @
- 2019 -2020 Portfolio Manager @ Umpqua Bank
- 2016 -2019 CFO @
- 2016 -2018 Venture Partner @
- 2013 -2016 Research Analyst @
- 2010 -2013 Board Member @ Nobilis Health Corp.
- 2008 -2013 Sector Manager @
- 2006 -2008 Associate @
- 2001 -2005 FP and A and Operations Analyst and Trader @
Dan Steinberg Education
- The University of Texas at Austin
Masters Business Administration, Business Administration and Management, General (Business Administration and Management)
2009-2011 - UCLA
BA (Economics)
1997-2001
Dan Steinberg Skills
- Equities
- Valuation
- Financial Modeling
- Analysis
- Mutual Funds
- Investment Banking
- Trading
- Negotiation
- Equity Research
- Strategic Partnerships
- Asset Allocation
- Investments
- Financial Analysis
- Strategy
- Asset Management
- Management Consulting
- Hedge Funds
- Start-ups
- Portfolio Management
- Turnaround Experience
- Management
- Fundraising
- Private Equity
- Capital Markets
- Due Diligence
- Bloomberg
- Alternative Investments
- Corporate Finance
- Finance
- Venture Capital
- Leadership
- Corporate FP&A
- Business Development
- Microsoft Excel
- M&A Modeling
- Business Process Improvement
- Accounting
- Forecasting
- Budgeting
- Business Analysis
- Mergers & Acquisitions
- Microsoft Office
- Team Building
- Financial Reporting
- Strategic Planning
- Pitching To Investors
- Entrepreneurship
- Business Strategy
- Risk Management
- Securities
Dan Steinberg Summary
- Dan Steinberg, based in Los Angeles, CA, US, is currently a Managing Director at Wells Fargo Advisors. Dan Steinberg brings experience from previous roles at Infinity Water Solutions, Thru Flo Endovascular, BRAINSONIX CORP and IEQ Capital. Dan Steinberg holds a 2009 - 2011 Masters Business Administration, Business Administration and Management, General in Business Administration and Management @ The University of Texas at Austin. With a robust skill set that includes Equities, Valuation, Financial Modeling, Analysis, Mutual Funds and more. Dan Steinberg has 3 emails and 1 mobile phone numbers on RocketReach.
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