Daniel Sands Email & Phone Number
Director of Trust Investments @ Dunham Trust Company
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Daniel Sands Location
- Reno, NV, US
Daniel Sands Work
- Director of Trust Investments @ (September 2019 - Present)
- Co-Founder @ WealthFluent, LLC (May 2018 - July 2024)
- Co-Founder @ (May 2018 - July 2024)
- Principal @ Arenite Advisory (June 2017 - September 2019)
- Registered Principal @ Geneos Wealth Management (November 2006 - September 2019)
- Managing Principal @ Silversage Advisors (June 2002 - May 2017)
- Member of Board of Directors @ (January 2014 - December 2015)
- Registered Representitive @ Associated Securities Corp. (September 2000 - November 2006)
- Information Systems Manager @ Claremont Financial Group (March 2000 - June 2002)
- Integration Manager @ (August 1995 - June 2000)
Daniel Sands Education
- UC Irvine
Financial Planning
2005-2007 - California State Polytechnic University-Pomona
Bachelor of Science (Finance, Real Estate and Law)
2000-2002
Daniel Sands Skills
- 401k
- Account Management
- Advisor Tech
- Alternative Assets
- Asset Allocation
- Asset Managment
- Bitcoin
- Blockchain
- Board of Directors
- CFP®
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Decentralized Finance
- Digital Assets
- Employee Benefits
- Estate Planning
- FinTech
- Financial Analysis
- Financial Planners
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Loans
- Management
- Microsoft Office
- Operations Management
- Portfolio Management
- Portfolio Management Systems
- Project Planning
- Public Speaking
- Rebalancing
- Relationship Building
- Research
- Retirement Planning
- Software Development
- Strategic Financial Planning
- Strategic Planning
- Strategic Thinking
- Tax
- Team Leadership
- Trust Services
- Trusts
- Wealth Management
- Real Estate
- Strategy
- Microsoft Excel
- Cfp
- Single Family Homes
- Financial Planning
- Securities
- Customer Relationship Management
Daniel Sands Summary
- Daniel Sands, based in Reno, NV, US, is currently a Director of Trust Investments at Dunham Trust Company. Daniel Sands brings experience from previous roles at WealthFluent, LLC, File13F, Arenite Advisory and Geneos Wealth Management. Daniel Sands holds a 2005 - 2007 Financial Planning @ UC Irvine. With a robust skill set that includes 401k, Account Management, Advisor Tech, Alternative Assets, Asset Allocation and more. Daniel Sands has 1 emails and 1 mobile phone numbers on RocketReach.
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