Dan Winn
Wealth Manager
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About
Highly effective financial professional with over twenty years of experience utilizing strong analytical, mathematical and organizational abilities. Offering an array of skills in innovative portfolio design, mentoring, EFT strategies, results-driven leadership, trend analysis, investing and sales. Proven ability to adapt to a dynamic rapidly changing workplace environment.
Track record of success managing multi-million-dollar client and corporation portfolios in addition to retirement, estate, and financial planning. Thrive in challenging, fast-paced, and high-pressure environments by utilizing outstanding communication, problem-solving, and leadership. Looking for a firm with excellent support staff and lead generational relationships.
Authorized to work in the US for any employer
Experience
Wealth Manager - Essex Securities - Roseville, CA
(2023-08)
Vice President - Wealth Manager - Newbridge Securities Corporation - Boca Raton, FL
(2017-10 - 2022-12)
Investment Manager of client portfolios including retirement and brokerage accounts. Advised clients on financial planning and estate planning. Additionally, advised clients on equities, debt financing, strategic planning, and venture capital. Provided insurance and strategies for business development.
- FINRA Series 7 License
- Held Seminars on Alternative Investments such as 10-31 Exchanges, Annuities Private Equity
Wealth Manager - International Financial Solutions - Atlanta, GA
(2009-09 - 2017-05)
Investment Manager of client portfolios including retirement and brokerage accounts. Advised clients on financial planning and estate planning. In addition, advised clients on equities, debt financing, strategic planning, and venture capital. Provided insurance and strategies for business development.
- FINRA Series 7 License
- Held Seminars on Alternative Investments such as 10-31 Exchanges, Annuities, Private Equity
Wealth Manager - Raymond James Financial Services - San Francisco, CA
(2008-04 - 2009-09)
Investment Manager of client portfolios including retirement and brokerage accounts. Advised clients on financial planning and estate planning. Further, advised clients on equities, debt financing, strategic planning, and venture capital. Provided insurance and strategies for business development.
- FINRA Series 7 License
- Held Seminars on Alternative Investments such as 10-31 Exchanges, Annuities Private Equity
Wealth Manager - ML Stern and Company - San Francisco, CA
(2002-02 - 2008-04)
Investment Manager of client portfolios including retirement and brokerage accounts. Advised clients on financial planning and estate planning. Additionally, advised clients on equities, debt financing, strategic planning, and venture capital. Provided insurance and strategies for business development.
- FINRA Series 7 License
- Held Seminars on Alternative Investments such as 10-31 Exchanges, Annuities Private Equity
Wealth Manager - Morgan Stanley Private Wealth Management - San Francisco, CA
(2000-01 - 2002-02)
Investment Manager of client portfolios including retirement and brokerage accounts. Advised clients on financial planning and estate planning. In addition, advised clients on equities, debt financing, strategic planning, and venture capital. Provided insurance and strategies for business development.
- FINRA Series 7 License
- Held Seminars on Alternative Investments such as 10-31 Exchanges, Annuities Private Equity
Education
BBA - Accounting - San Francisco State University (1993-09 - 1998-06)
