Dan Winn Email & Phone Number
Senior Wealth Manager @ Essex Securities LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Winn Location
- United States
Dan Winn Work
- Senior Wealth Manager @ (August 2023 - Present)
- Vice President @ (October 2017 - December 2022)
- Wealth Manager @ International Financial Solutions (September 2009 - May 2017)
- Wealth Manager @ Raymond James Financial Services (April 2008 - September 2009)
- Wealth Manager @ ML Stern and Company (February 2002 - April 2008)
- Wealth Manager @ (January 2000 - February 2002)
Dan Winn Education
- San Francisco State University
Finance (Accounting and Economics)
1993-1998 - St. Augustine High School
Dan Winn Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Budgeting
- Business Development
- Business Planning
- Business Strategy
- Cash Flow
- Credit
- Equities
- Estate Planning
- Excel
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Funding
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Loans
- Mortgage
- Mutual Funds
- New Business Development
- Pensions
- Personal Financial Planning
- Portfolio Management
- Private Equity
- Research
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Securities
- Series 7
- Small Business
- Strategic Planning
- Venture Capital
- Wealth
- Wealth Management
- Wealth Management Services
- Sales
- Sales Management
- Microsoft Office
- Premiere
- Project Management
Dan Winn Summary
- Dan Winn, based in United States, is currently a Senior Wealth Manager at Essex Securities LLC. Dan Winn brings experience from previous roles at Newbridge Securities Corporation, International Financial Solutions, Raymond James Financial Services and ML Stern and Company. Dan Winn holds a 1993 - 1998 Finance in Accounting and Economics @ San Francisco State University. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Banking and more. Dan Winn has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Dan Winn?
Find contact details for 700 million professionals.
Others Named Dan Winn
Daniel Winn
President
Princeton, NJ, US
Danny Winn
Chief Executive Officer
United Kingdom
Danny Winn
CEO
Atlanta, GA, US
Top Essex Securities LLC Employees
Joseph Boyle
Public Finance Banker
Atlanta, GA, US
John Hendrix
Vice President
Collierville, TN, US
Brian Vanhouwe
Financial Planner
North Smithfield, RI, US
Dan Winn
Senior Wealth Manager
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co