Dan Steinberg's Location
Los Angeles, California, United States
Dan Steinberg's Work
- Sr. Wealth Manager @ BNY Mellon Wealth Management
- Director @ Thru Flo Endovascular
- Adivsory Consultant @ BRAINSONIX CORP
- Portfolio Manager @ Umpqua Bank
- CFO @ izo
- Venture Partner @ Group 11
- Research Analyst @ Millennium
- Director @ Nobilis Health Corp.
- Sector Manager @ Teacher Retirement System of Texas
- Associate @ Bank of America
Dan Steinberg's Education
- University of California, Los Angeles
BA (Economics)
1997 - 2001 - The University of Texas at Austin
Masters Business Administration (Business Administration and Management, General)
2009 - 2011
Dan Steinberg's Skills
- Equities
- Valuation
- Financial Modeling
- Mutual Funds
- Analysis
- Investment Banking
- Trading
- Negotiation
- Equity Research
- Strategic Partnerships
Dan Steinberg's Summary
Dan Steinberg, based in Los Angeles, California, United States, is currently a Sr. Wealth Manager at BNY Mellon Wealth Management, bringing experience from previous roles at Thru Flo Endovascular, BRAINSONIX CORP, Umpqua Bank and izo. Dan Steinberg holds a 1997 - 2001 BA in Economics @ University of California, Los Angeles. With a robust skill set that includes Equities, Valuation, Financial Modeling, Mutual Funds, Analysis and more, Dan Steinberg contributes valuable insights to the industry. Dan Steinberg has 2 emails on RocketReach.
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