Dan Pomerantz is a high-level expert, working in Wells Fargo main office of which is in 1096. as a Senior Investment Strategist from 2018. This expert gained professional experience in more than nine positions at various companies. Dan Pomerantz went to the Ucla Anderson School of Management and received education there from 1997 to 2000. This expert has such qualifications as Chartered Financial Analyst (Cfa), Certified Financial Planner (Cfp), and Finra Series 7 & 63 (Not Current). Los Angeles, California is the area, where the professional was lastly known to live. The person's email address and phone number are easily accessed through this website by request.
Name variants:
Daniel Pomerantz
Last updated May 02, 2024
Contact Information
Last Update
Jun 28, 2022
Email
po**@gmail.com
Location
Los Angeles, CA
Company
Wells Fargo
Workplace
Senior Investment Strategist
Work History
Senior Investment Strategist
420 Montgomery St, San Francisco, CA 94129
Construct and manage discretionary investment portfolios for select private clients.
from Jun 2018
Director
400 Park Ave, New York, NY 10022
Senior Portfolio Manager working with both private clients and institutional investors. Responsible for setting investment strategy, managing relationships and overseeing the trading and mon...
Apr 2016 — Apr 2018
Principal
630 5Th Ave, New York, NY 10111
Oversee the management of ultra high net worth private client portfolios. Services include investment management, trust, tax, financial and legacy planning.
Sep 2012 — Apr 2016
Senior Portfolio Manager, Vice President
50 south La Salle St, Chicago, IL 60603
Worked with both institutional and private client portfolios. The institutional accounts included prominent endowments, foundations and pension plans. The private client book was approximate...
2004 — Sep 2012
Portfolio Manager
Managed a $600 million institutional portfolio for a local Taft Hartley client. Involved with all aspects of investment management including policy formulation, portfolio construction, tradi...
Nov 2002 — Jul 2004
Analyst
6565 Headquarters Dr, Plano, TX 75024
Involved in the management of the corporation's pension assets. Also involved with Treasury operations such as issuing unsecured notes, asset backed securities and commercial paper.
Jul 2000 — Nov 2002
Immediate Past President
520 south Grand Ave SUITE 655, Los Angeles, CA 90071
The CFA Society of Los Angeles was founded in 1931. It is an association of local investment professionals that includes portfolio managers, security analysts, investment advisors and other ...
from 1998
Education
1997 — 2000
1990 — 1991
1985 — 1989
Occupations
Executive
Senior Vice President
Director
Financial Broker
Portfolio Manager
Vice President
Chief Executive
Operations Manager
Investment Analyst
Financial Analyst
Skills
Portfolio Management
Asset Allocation
Asset Management
Trading
Finance
Equities
High Net Worth Individuals
Hedge Funds
Alternative Investments
Securities
Fixed Income
Wealth Management
Investments
Investment Strategies
Investment Advisory
Mutual Funds
Equity Research
Series 7
Chartered Financial Analyst
Certified Financial Planner
Behavioral Finance
Bonds
Financial Modeling
FAQs about Dan Pomerantz
What is the main profession of Dan Pomerantz?
Dan is a Senior Vice President.
What are the main profession of Dan Pomerantz?
These person's professions are Executive and Senior Vice President
Where does Dan Pomerantz live?
Dan currently lives in Los Angeles, California.
What is Dan Pomerantz's email?
The professional's email is po**@gmail.com.
How many companies did Dan Pomerantz work at?
Dan Pomerantz worked at nine jobs.
Where has Dan Pomerantz studied?
Dan studied at the Ucla Anderson School of Management from 1997 to 2000.
What are the certifications of Dan Pomerantz?
Dan Pomerantz received the following certifications: Chartered Financial Analyst (Cfa), Certified Financial Planner (Cfp), Finra Series 7 & 63 (Not Current), and Civil Engineer.
Are there any professional industries, that Dan Pomerantz is connected to?
Dan Pomerantz works in Investment Management industry.