Daniel Sands Email & Phone Number
Director of Trust Investments @ Dunham Trust Company
5 free lookup(s).
Daniel Sands Location
- Reno, NV, US
Daniel Sands Work
- 2019 - now Director of Trust Investments @
- 2018 - 2024 Co-Founder @ WealthFluent, LLC
- 2018 - 2024 Co-Founder @
- 2017 - 2019 Principal @ Arenite Advisory
- 2006 - 2019 Registered Principal @ Geneos Wealth Management
- 2002 - 2017 Managing Principal @ Silversage Advisors
- 2014 - 2015 Member of Board of Directors @
- 2000 - 2006 Registered Representitive @ Associated Securities Corp.
- 2000 - 2002 Information Systems Manager @ Claremont Financial Group
- 1995 - 2000 Integration Manager @
Daniel Sands Education
- University of California, Irvine
(Financial Planning)
2005 - 2007 - California State Polytechnic University-Pomona
Bachelor of Science (Finance, Real Estate and Law)
2000 - 2002
Daniel Sands Skills
- Financial Planners
- Real Estate
- Microsoft Office
- Strategy
- Employee Benefits
- Loans
- Strategic Financial Planning
- Portfolio Management
- Microsoft Excel
- Cfp
- Leadership
- Research
- Asset Allocation
- Single Family Homes
- Financial Planning
- Investments
- Tax
- Management
- Securities
- Estate Planning
- Wealth Management
- Insurance
- Strategic Planning
- Asset Managment
- Retirement Planning
- Financial Analysis
- Project Planning
- Investment Advisory
- 401k
- Advisor Tech
- Communication
- Public Speaking
- Relationship Building
- Customer Relationship Management
- Strategic Thinking
- Board of Directors
- Operations Management
- Portfolio Management Systems
- Rebalancing
- Investment Management
- Trusts
- Client Relations
- Account Management
- Software Development
- FinTech
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 University of California, Irvine. With a robust skill set that includes Financial Planners, Real Estate, Microsoft Office, Strategy, Employee Benefits and more. Daniel Sands has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Dunham Trust Company Employees
Daniel Sands
Director of Trust Investments
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Michelle Pillsbury
Trust Officer
Reno, NV, US
Elena R.
Director of Finance And Trust Operations
United States
Michele Collen
Receptionist
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Joel Brizzee
Business Development Manager
Las Vegas, NV, US
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