Danielle Wen Location
- San Francisco, CA, US
Danielle Wen Work
- 2024 -now Associate Regional Director @
- 2016 -now Founder @
- 2023 -2024 Fellow @
- 2009 -2014 Vice President, Fixed Income Distribution @
- 2006 -2009 Associate Director, Fixed Income Distribution @
Danielle Wen Education
- Massachusetts Institute of Technology
- University of Oxford
Danielle Wen Skills
- Fixed Income
- Investments
- Emerging Markets
- Derivatives
- Wealth Management
- Asset Management
- Portfolio Management
- Options
- Financial Risk
- Structured Finance
- Management
- Strategy
- Marketing Strategy
- Startups
- Social Media
- Business Development
- Leadership
- E Commerce
- Interpersonal Leadership
- Qualitative and Quantitative Research Methodologies
- Bonds
- Account Management
- Sales
- Operational Planning
- Customer Retention
- Chinese
- Sales Operations
- Consumer Research
- Customer Relationship Management
- Sales Management
- Operations Management
- Entrepreneurship
- Interpersonal Communication
- Apparel
- Business Strategy
- Investment Banking
- Analytical Skills
Danielle Wen Summary
- Danielle Wen, based in San Francisco, CA, US, is currently a Associate Regional Director at Beacon Pointe. Danielle Wen brings experience from previous roles at Lace & Liberty, Castor Ventures, Credit Suisse and UBS. Danielle Wen holds a Massachusetts Institute of Technology. With a robust skill set that includes Fixed Income, Investments, Emerging Markets, Derivatives, Wealth Management and more. Danielle Wen has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Beacon Pointe Employees
Matt Cooper
President
Dallas, TX, US
Rocky Lin
Managing Director
San Jose, CA, US
Shannon Eusey
CEO and Co-Founder
Newport Beach, CA, US
Mike Breller
Managing Director, Institutional Consulting
Newport Beach, CA, US
John Underwood
Managing Director
Saint Paul, MN, US
Tom Behr
Managing Director
Indianapolis, IN, US
Landen Lunsway
Managing Director
Scottsdale, AZ, US
Michael Dow
Chief Investment Officer
Newport Beach, CA, US
Allison
Chief Marketing Officer
Newport Beach, CA, US
Michael Skillman
Managing Director, Institutional Consulting
Newport Beach, CA, US
Jon F.
Chief Financial Officer
Newport Beach, CA, US
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