Dannell Stuart
Director of Business Development at Mission Wealth, Helping Clients Find More Joy By Reducing Their Financial Stress
Dannell Stuart is a skilled expert, working in Mission Wealth Management on the position of Director of Business Development since 2010. Dannell has earned professional experience in more than two positions at different companies. Dannell Stuart went to the University of California, Santa Barbara and received education there from 1992 to 1996. Santa Barbara, California is the city, where this expert was lastly known to settle. This person's e-mail and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Dannell Stuart
Last updated May 04, 2024
Contact Information
Last Update
Jul 14, 2022
Email
ds**@missionwealth.com
Location
Santa Barbara, CA
Company
Mission Wealth Management
Workplace
Director of Business Development
Work History
Director of Business Development
Strategic financial planning, investment advisory ($1M+), risk management, estate planning and tax planning for affluent individuals and families. We also do endowment management for non-pro...
from Jun 2010
Education
1992 — 1996
1987 — 1992
Occupations
Executive
Director of Business Development
Accountant
Finance and Accounting Specialist
Vice President
Business Development Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Wealth Management
Estate Planning
Wealth
Retirement Planning
Investments
Retirement
Strategic Financial Planning
Portfolio Management
Insurance
Investment Advisory