Tomer Dan Location
Tel Aviv, IL
Tomer Dan Work
- 2020 - now C.E.O @ Falcon Financial Partners LLC
- 2016 - now Wealth Management @ Falcon Financial Partners LLC
- 2014 - 2016 Corporate Sales Manager @ Altshuler Shaham
- 2007 - 2016 Corporate Portfolio manager @ Altshuler Shaham
- 2005 - 2007 Portfolio Manager @ Meretz-inv
Tomer Dan Education
- The College of Management Academic Studies
B.A (Businesss Administration)
2002 - 2005
Tomer Dan Skills
- Portfolio Management
- Client Relationship Building
- Marketing Management
- Business Networking
- Asset Management
- Asset Allocation
- Customer Retention
- Personal Finance
- Financial Planning
- Wealth Preservation Strategies
Tomer Dan Summary
Tomer Dan, is currently a C.E.O at Falcon Investment House. Tomer Dan brings experience from previous roles at Falcon Investment House, Altshuler Shaham Group – Asset Management Firm and Meretz-inv. Tomer Dan holds a 2002 - 2005 B.A in Businesss Administration @ The College of Management Academic Studies. With a robust skill set that includes Portfolio Management, Client Relationship Building, Marketing Management, Business Networking, Asset Management and more. Tomer Dan has 2 emails on RocketReach.
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