Dana Weinstein Email & Phone Number
Director and Senior Wealth Advisor @ Mariner Wealth Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Dana Weinstein Location
- Sugar Land, TX, US
Dana Weinstein Work
- 2019 -now Director and Senior Wealth Advisor @
- 2004 -2018 Principal @
- 1998 -2004 Vice President and Trust Officer @ Kanaly Trust, LTA
- 1995 -1998 Financial Advisor @
- 1993 -1995 Staff Tax Accountant @
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.
Looking for a different Dana Weinstein?
Find contact details for 700 million professionals.
Top Mariner Wealth Advisors Employees
Brian Leitner
Managing Director, Wealth Solutions
Leawood, KS, US
Aaron Clark
Managing Director
Scottsdale, AZ, US
Jake Kern
Managing Partner
Overland Park, KS, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co