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Stephen Dane Location
New York, NY, US
Stephen Dane Work
SVP - Head of Wealth Mgmt Business Development @ (May 2016 - Present)
Director - National Accounts @ (June 2008 - May 2016)
Managed Solutions Group @ (April 2004 - June 2008)
Due Diligence Manager @ (January 2001 - April 2004)
Portfolio Management @ Smith Barney Asset Management (August 1999 - January 2001)
Stephen Dane Education
Rutgers University
Bachelor of Arts (B.A.)
1993-1997
Albright College 1992-1993
Matawan Regional High School
Stephen Dane Skills
Separately Managed Accounts
Investments
Portfolio Management
Asset Management
Mutual Funds
Alternative Investments
Asset Allocation
Series 63
Equities
Fixed Income
Wealth Management
Hedge Funds
Series 7
Series 65
Strategy
Due Diligence
Risk Management
Financial Markets
Leadership
Business Development
Stephen Dane Summary
Stephen Dane, based in New York, NY, US, is currently a SVP - Head of Wealth Mgmt Business Development at PGIM. Stephen Dane brings experience from previous roles at Allianz Global Investors, Merrill Lynch, MetLife and Smith Barney Asset Management. Stephen Dane holds a 1993 - 1997 Bachelor of Arts (B.A.) @ Rutgers University. With a robust skill set that includes Separately Managed Accounts, Investments, Portfolio Management, Asset Management, Mutual Funds and more. Stephen Dane has 6 emails and 1 mobile phone numbers on RocketReach.
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