Private Banking Credit Underwriter @ (September 2014 - July 2019)
Portfolio Manager @ (August 2008 - September 2014)
Daniel Son Education
UC San Diego
Bachelor of Science (BS) (Management Science)
2003-2007
Daniel Son Skills
Financial Modeling
Credit Analysis
Due Diligence
Finance
Valuation
Daniel Son Summary
Daniel Son, based in Los Angeles, CA, US, is currently a Vice President, Lead Wealth Underwriter at Wells Fargo Private Wealth - Specialty Finance Group (Complex Credit). Daniel Son brings experience from previous roles at Abbot Downing, Wells Fargo and US Bank. Daniel Son holds a 2003 - 2007 Bachelor of Science (BS) in Management Science @ UC San Diego. With a robust skill set that includes Financial Modeling, Credit Analysis, Due Diligence, Finance, Valuation and more. Daniel Son has 3 emails and 4 mobile phone numbers on RocketReach.
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