Dan Winn Email & Phone Number
Senior Wealth Manager @ Essex Securities LLC
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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
- Alternative Investments
- Estate Planning
- Financial Advisory
- Banking
- Pensions
- Cash Flow
- Fixed Income
- Retirement Income Strategies
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- Portfolio Management
- Investments
- Excel
- 401k
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Sales Management
- Business Planning
- Microsoft Office
- Budgeting
- Investment Strategies
- Risk Management
- Asset Management
- New Business Development
- Credit
- Financial Analysis
- Wealth
- Premiere
- Private Equity
- Small Business
- Project Management
- Research
- Mortgage
- Funding
- Venture Capital
- Retirement
- Loans
- Series 7
- Securities
- Business Development
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 Alternative Investments, Estate Planning, Financial Advisory, Banking, Pensions and more. Dan Winn has 2 emails and 1 mobile phone numbers on RocketReach.
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