Dan Steinberg Email & Phone Number
Managing Director @ Wells Fargo Advisors
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Dan Steinberg Location
- Los Angeles, CA, US
Dan Steinberg Work
- Managing Director @ (October 2023 - Present)
- Board Member @ (January 2021 - April 2024)
- Board Member @ Thru Flo Endovascular (November 2018 - March 2024)
- Advisor @ (June 2018 - March 2024)
- Managing Director - Portfolio Manager @ (November 2022 - June 2023)
- Sr. Portfolio Manager @ (March 2020 - November 2022)
- Portfolio Manager @ Umpqua Bank (February 2019 - March 2020)
- CFO @ (September 2016 - January 2019)
- Venture Partner @ (June 2016 - November 2018)
- Research Analyst @ (August 2013 - January 2016)
- Board Member @ Nobilis Health Corp. (October 2010 - August 2013)
- Sector Manager @ (October 2008 - July 2013)
- Associate @ (June 2006 - October 2008)
- FP and A and Operations Analyst and Trader @ (June 2001 - August 2005)
Dan Steinberg Education
- The University of Texas at Austin
Masters Business Administration (Business Administration and Management, General)
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 in Business Administration and Management, General @ 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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