Dana Weinstein Email & Phone Number
Director and Senior Wealth Advisor @ Mariner Wealth Advisors
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Dana Weinstein Location
- Sugar Land, TX, US
Dana Weinstein Work
- Director and Senior Wealth Advisor @ (January 2019 - Present)
- Principal @ (September 2004 - December 2018)
- Vice President and Trust Officer @ Kanaly Trust, LTA (June 1998 - September 2004)
- Financial Advisor @ (January 1995 - June 1998)
- Staff Tax Accountant @ (November 1993 - January 1995)
Dana Weinstein Education
- University of Houston
LLM in Taxation
1995-1997 - University of Houston
Juris Doctor (J.D.) (Law)
1989-1992 - The University of Texas at Austin
Bachelor’s Degree (Accounting)
1985-1989
Dana Weinstein Skills
- Leadership
- Business Strategy
- Management
- Portfolio Management
- Estate Planning
- Investments
- Asset Management
- Strategic Planning
- Financial Analysis
- Strategy
Dana Weinstein Summary
- Dana Weinstein, based in Sugar Land, TX, US, is currently a Director and Senior Wealth Advisor at Mariner Wealth Advisors. Dana Weinstein brings experience from previous roles at Patriot Wealth Management, Kanaly Trust, LTA, FCA Corp and PricewaterhouseCoopers. Dana Weinstein holds a 1995 - 1997 LLM in Taxation @ University of Houston. With a robust skill set that includes Leadership, Business Strategy, Management, Portfolio Management, Estate Planning and more. Dana Weinstein has 2 emails and 3 mobile phone numbers on RocketReach.
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