Dan Tisser Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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Dan Tisser Location
- New York, United States
Dan Tisser Work
- Senior Wealth Advisor @ (March 2024 - Present)
- Wealth Advisor @ (March 2022 - March 2024)
- Associate Wealth Advisor @ (March 2020 - March 2022)
- Investment Specialist @ (June 2019 - March 2020)
- Investment Specialist @ (September 2017 - February 2019)
- Fixed Income Client Service and Business Development Analyst @ (February 2014 - September 2017)
- Accounting Analyst @ (June 2013 - January 2014)
Dan Tisser Education
- Binghamton University School of Management
Bachelor of Science (BS) (Accounting and Finance)
2009-2013
Dan Tisser Skills
- Business Development
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Investments
- Financial Modeling
- Microsoft Word
- Fixed Income
- Accounting
- Finance
- Financial Analysis
- Research
- Portfolio Management
- Asset Management
- Client Services
- Sales Support
- Investment Management
- Bloomberg Terminal
Dan Tisser Summary
- Dan Tisser, based in New York, United States, is currently a Senior Wealth Advisor at Focus Partners Wealth. Dan Tisser brings experience from previous roles at The Colony Group, Allied Wealth Partners and BNP Paribas Asset Management. Dan Tisser holds a 2009 - 2013 Bachelor of Science (BS) in Accounting and Finance @ Binghamton University School of Management. With a robust skill set that includes Business Development, Microsoft Excel, Microsoft Office, PowerPoint, Investments and more. Dan Tisser has 1 emails and 1 mobile phone numbers on RocketReach.
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