Dan Umansky Email & Phone Number
Director of Advisor Services @ Wealth Enhancement Group
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Dan Umansky Location
- San Diego, CA, US
Dan Umansky Work
- 2025 -now Director of Advisor Services @
- 2021 -2025 Growth Operations - Advisor Experience @
- 2014 -2025 Managing Director, Business Consulting Group @
- 2020 -2023 EVP, Head of Growth Enablemen @ First Allied Securities and Cetera Advisor
- 2013 -2014 VP, Business Model Consultant @ KAR Consulting, Inc.
- 2007 -2013 Vice President, Business Consulting @
- 2000 -2007 Regional Vice President @ AIG
- 1997 -2000 Regional Vice President @ Essex Corporation
- 1992 -1994 PFO @
- 1989 -1994 Personal Financial Officer @ Wells Fargo and HomeFed Bank
Dan Umansky Education
- UCLA 1982-1986
Dan Umansky Skills
- Financial Advisory
- Mutual Funds
- Wealth Management
- Investments
- Coaching
- Alternative Investments
- Training
- Management Consulting
- Series 7
- Retirement
- Financial Services
- Business Development
- Management
- Securities
- Investment Advisory
- Finance
- Series 63
- Fixed Annuities
- Business Planning
- Retirement Planning
Dan Umansky Summary
- Dan Umansky, based in San Diego, CA, US, is currently a Director of Advisor Services at Wealth Enhancement. Dan Umansky brings experience from previous roles at Cetera Financial Group, First Allied Securities, Inc., First Allied Securities and Cetera Advisor and KAR Consulting, Inc.. Dan Umansky holds a 1982 - 1986 UCLA. With a robust skill set that includes Financial Advisory, Mutual Funds, Wealth Management, Investments, Coaching and more. Dan Umansky has 3 emails and 6 mobile phone numbers on RocketReach.
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Dawn Elmore
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Madison, WI, US
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