Dan Tisser Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Tisser Location
- New York, United States
Dan Tisser Work
- 2024 -now Senior Wealth Advisor @
- 2022 -2024 Wealth Advisor @
- 2020 -2022 Associate Wealth Advisor @
- 2019 -2020 Investment Specialist @
- 2017 -2019 Investment Specialist @
- 2014 -2017 Fixed Income Client Service and Business Development Analyst @
- 2013 -2014 Accounting Analyst @
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.
Looking for a different Dan Tisser?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co