Dan Weiss Email & Phone Number
Co-Founder @ Hyphaway
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Dan Weiss Location
- Madison, WI, US
Dan Weiss Work
- Co-Founder @ (August 2021 - Present)
- Financial Advisor and Co-Founder @ (October 2015 - Present)
- Investment Adivsory Representative @ (January 2010 - October 2015)
- Personal Banker @ (February 2007 - June 2010)
- Financial Service Rep. @ (July 2005 - February 2007)
- Peer Advisor @ (January 2002 - January 2004)
Dan Weiss Education
- University of Wisconsin-Whitewater
Finance and Business Law
2000-2004 - University of Wisconsin-Whitewater
Bachelor of Business Administration (B.B.A.) (Banking, Corporate, Finance, and Securities Law)
2000-2004
Dan Weiss Skills
- Investments
- Banking
- Financial Analysis
- Commercial Lending
- Credit
- Consumer Lending
- Finance
- Loans
- Customer Service
- Financial Planning
- Risk Assessment
- Small Business Lending
- Insurance
- Retail Banking
- Financial Services
- Loan Origination
- Lines Of Credit
- Mortgage Lending
- Wealth Management
- Retirement Planning
- Leadership
- Management
- Commercial Banking
- Credit Analysis
- Mortgage Banking
- Portfolio Management
- Strategic Financial Planning
- Risk Management
- Underwriting
- Commercial Mortgages
- Cross Selling
- Mutual Funds
- Cash Management
- Estate Planning
- Securities
- Refinance
- Public Speaking
- Team Building
- Microsoft Word
- Entrepreneurship
- Research
- PowerPoint
- Project Management
Dan Weiss Summary
- Dan Weiss, based in Madison, WI, US, is currently a Co-Founder at HyphaWay. Dan Weiss brings experience from previous roles at LBW Wealth Management, Poehling Capital Management, Park Bank - Madison and Great Wisconsin Credit Union. Dan Weiss holds a 2000 - 2004 Finance and Business Law @ University of Wisconsin-Whitewater. With a robust skill set that includes Investments, Banking, Financial Analysis, Commercial Lending, Credit and more. Dan Weiss has 1 emails and 1 mobile phone numbers on RocketReach.
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