Dan Umansky's Location
San Diego, CA, US
Dan Umansky's Work
- Growth Operations - Advisor Experience @ Cetera Financial Group
- Managing Director, Business Consulting Group @ First Allied Securities, Inc.
- EVP, Head of Growth Enablemen @ First Allied Securities and Cetera Advisor
- VP, Business Model Consultant @ KAR Consulting, Inc.
- Vice President, Business Consulting @ LPL Financial
- Regional Vice President @ AIG
- Regional Vice President @ Essex Corporation
- PFO @ Wells Fargo
- Personal Financial Officer @ Wells Fargo and HomeFed Bank
- Sales Assistant @ Merrill Lynch
Dan Umansky's Education
- UCLA
Dan Umansky's Skills
- Series 7
- Wealth Management
- Series 63
- Management Consulting
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Coaching
- Retirement
- Securities
Dan Umansky's Summary
Dan Umansky, based in San Diego, CA, US, is currently a Growth Operations - Advisor Experience at Cetera Financial Group, bringing experience from previous roles at First Allied Securities, Inc., First Allied Securities and Cetera Advisor, KAR Consulting, Inc. and LPL Financial Services. Dan Umansky holds a UCLA. With a robust skill set that includes Series 7, Wealth Management, Series 63, Management Consulting, Mutual Funds and more, Dan Umansky contributes valuable insights to the industry. Dan Umansky has 2 emails on RocketReach.
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