Dana Weinstein's Location
Sugar Land, TX, US
Dana Weinstein's Work
- Director and Senior Wealth Advisor @ Mariner Wealth Advisors
- Principal @ Patriot Wealth Management, Inc.
- Vice President and Trust Officer @ Kanaly Trust
Dana Weinstein's 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's Skills
- Leadership
- Business Strategy
- Management
- Portfolio Management
- Estate Planning
- Investments
- Asset Management
- Strategic Planning
- Financial Analysis
- Strategy
Dana Weinstein's Summary
Dana Weinstein, based in Sugar Land, TX, US, is currently a Director and Senior Wealth Advisor at Mariner Wealth Advisors, bringing 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 contributes valuable insights to the industry. Dana Weinstein has 3 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Dana Weinstein you were looking for?
Find contact details for 700 million professionals.
Others Named Dana Weinstein
-
43
-
13
-
ViewDana Weinstein
Director Of Development at Thought Leadership & Innovation Foundation
Washington, DC, US12 -
22
-
43
-
ViewDana Weinstein
Associate Dean of Graduate Education, College of Engineering at Purdue University
West Lafayette, IN, US21
Top Mariner Wealth Advisors Employees
-
45+
-
25
-
43
-
21
-
44
-
32
-
22
-
24
-
View
Scott Lummer
Managing Director and Senior Wealth Advisor at Mariner Wealth Advisors
Santa Rosa, CA, US14 -
25
-
View
Kara Stoecklein
Senior Vice President, Human Resources at Mariner Wealth Advisors
Lee's Summit, MO, US33 -
25+
-
View
Amy Ackerson
Vice President, HR Culture and Experience at Mariner Wealth Advisors
Kansas City, MO, US44 -
31
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
