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@umb.com
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2 phones found area 314
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Dan Venker, Cfa is listed as Senior Investment Research Associate at UMB Private Wealth Management at UMB Bank, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at umb.com, phone signal with area code 314, and a matched LinkedIn profile for Dan Venker, Cfa.
Dan Venker, Cfa previously worked as Senior Investment Research Associate at Umb Bank and Investment Research Associate II at Umb Bank. Dan Venker, Cfa holds Bachelor'S Degree, Economics, Business/Commerce from Rhodes College.
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AeroLeads found 2 current-domain work email signals for Dan Venker, Cfa. Compare company email patterns before reaching out.
Dan Venker, Cfa is a Senior Investment Research Associate at UMB Private Wealth Management at UMB Bank. He possess expertise in organizational leadership, microsoft excel, mandarin chinese, presenting, financial analysis and 3 more skills. He is proficient in Chinese.
Listed skills include Organizational Leadership, Microsoft Excel, Mandarin Chinese, Presenting, and 4 others.
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Kansas City, Mo, Us
- Investment team member for the Private Wealth Management division of UMB Bank- Investment analyst conducting manager research across asset classes but with a focus on private investments and alternatives- Support client facing teams with investment analysis and commentary- Make recommendations for manager selection decisions and positioning within model portfolio
Overland Park, Kansas, Us
* Conduct in depth investment manager research across various asset classes which includesquantitative and qualitative analysis as well as a comprehensive written report presented to aninternal investment committee* Balance multiple tasks and longer term projects efficiently through clear communication andorganizational skills* Maintain internal research databases (Access and proprietary) in a timely and detail orientedmanner and interact with consultants and third party investment managers on a daily basis* Represent the firm in a professional manner as a presenter during educational webinars, clientevents, and as the trader for our OCIO business* Serve as the primary trader of mutual funds and separate accounts for discretionary clients* Challenge current operational practices to find efficiencies through attention to detail
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Dan Venker, Cfa works for UMB Bank.
Dan Venker, Cfa is listed as Senior Investment Research Associate at UMB Private Wealth Management at UMB Bank.
AeroLeads has found 2 work email signals at @umb.com for Dan Venker, Cfa at UMB Bank.
AeroLeads has found 2 phone signal(s) with area code 314 for Dan Venker, Cfa at UMB Bank.
Dan Venker, Cfa is based in Overland Park, Kansas, United States while working with UMB Bank.
Dan Venker, Cfa has worked for Umb Bank, Demarche, Keybank Real Estate Capital, Rhodes College, and Raymond James.
You can use AeroLeads to view verified contact signals for Dan Venker, Cfa at UMB Bank, including work email, phone, and LinkedIn data when available.
Dan Venker, Cfa holds Bachelor'S Degree, Economics, Business/Commerce from Rhodes College.
Dan Venker, Cfa is listed with skills including Organizational Leadership, Microsoft Excel, Mandarin Chinese, Presenting, Financial Analysis, Stata, Microsoft Office, and Public Speaking.
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