Dan Wolfson Email & Phone Number
Partner @ Walter & Keenan Wealth Management
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Dan Wolfson Location
- Mishawaka, IN, US
Dan Wolfson Work
- Partner @ (January 2023 - Present)
- Senior Investment Advisor @ (February 2021 - December 2022)
- Director @ RSM US Wealth Management LLC (April 2013 - February 2021)
- Compliance Specialist @ (May 2010 - April 2013)
- Law Clerk @ American Civil Liberties Union (January 2009 - June 2009)
Dan Wolfson Education
- Indiana University Robert H. McKinney School of Law
Juris Doctor (JD) (Law)
2006-2009 - Indiana University Bloomington
Bachelor of Arts (BA) (Telecommunications)
2001-2005
Dan Wolfson Summary
- Dan Wolfson, based in Mishawaka, IN, US, is currently a Partner at Walter & Keenan Wealth Management. Dan Wolfson brings experience from previous roles at Walter & Keenan Wealth Management, RSM US Wealth Management LLC, 1st Source Bank and American Civil Liberties Union. Dan Wolfson holds a 2006 - 2009 Juris Doctor (JD) in Law @ Indiana University Robert H. McKinney School of Law. Dan Wolfson has 1 emails and 2 mobile phone numbers on RocketReach.
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