Wealth Management Associate
Current
Apr 2024 - Present
AeroLeads people directory · profile
Dan Kodsi Email & Phone Number
Wealth Management Associate at Strategies for Wealth
at
Strategies for Wealth
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Associate at Strategies for Wealth
Location
New York, United States
Company size
Who is Dan Kodsi? Overview
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Quick answer
Dan Kodsi is listed as Wealth Management Associate at Strategies for Wealth at Strategies for Wealth, a with 224 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Dan Kodsi.
Dan Kodsi previously worked as Wealth Management Associate at Strategies For Wealth and Data Analyst at Family Office. Dan Kodsi holds Bachelor Of Business Administration - Bba, Finance from Tulane University - A.B. Freeman School Of Business.
Company email context
Email format at Strategies for Wealth
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Strategies for Wealth
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Profile bio
About Dan Kodsi
Dan Kodsi is a Wealth Management Associate at Strategies for Wealth at Strategies for Wealth.
Current workplace
Dan Kodsi's current company
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Strategies For Wealth
7 roles
Dan Kodsi work experience
A career timeline built from the work history available for this profile.
Data Analyst
Sep 2023 - Apr 2024
Alternative Investments
Jun 2023 - Aug 2023
Data Analytics
Jun 2022 - Aug 2022
Data Research Analyst
Jun 2021 - Aug 2021
Coding Analysis Intern
Code Yoga
Jun 2019 - Aug 2019
Wag Walker
May 2018 - Aug 2018
Team & coworkers
Colleagues at Strategies for Wealth
Other employees you can reach at strategiesforwealth.com. View company contacts for 224 employees →
SW
Steve Wilson Cpa, Cfa, Ricp
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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JP
Janakan Pavan, Ms, Dba
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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TW
Tanesha Williams
Colleague at Strategies For WealthPort Chester, New York, United States
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CD
Cathy Demartino
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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MB
Matt Burnell
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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AS
Adam Shuty
Colleague at Strategies For WealthWeston, Connecticut, United States
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RB
Richard Brescia
Colleague at Strategies For WealthYonkers, New York, United States
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CR
Christopher R. Powers
Colleague at Strategies For WealthMount Sinai, New York, United States
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VP
Vanessa Pinto
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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IL
Isaac Lewis
Colleague at Strategies For WealthNew York, United States
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Steve Wilson Cpa, Cfa, Ricp
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
View →
JP
Janakan Pavan, Ms, Dba
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
View →
TW
Tanesha Williams
Colleague at Strategies For WealthPort Chester, New York, United States
View →
CD
Cathy Demartino
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
View →
MB
Matt Burnell
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
View →
AS
Adam Shuty
Colleague at Strategies For WealthWeston, Connecticut, United States
View →
RB
Richard Brescia
Colleague at Strategies For WealthYonkers, New York, United States
View →
CR
Christopher R. Powers
Colleague at Strategies For WealthMount Sinai, New York, United States
View →
VP
Vanessa Pinto
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
View →
IL
Isaac Lewis
Colleague at Strategies For WealthNew York, United States
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4 education records
Dan Kodsi education
Bachelor Of Business Administration - Bba, Finance
Bachelor'S Degree, Finance, General
High School Diploma
Education record
FAQ
Frequently asked questions about Dan Kodsi
Quick answers generated from the profile data available on this page.
What company does Dan Kodsi work for?
Dan Kodsi works for Strategies for Wealth.
What is Dan Kodsi's role at Strategies for Wealth?
Dan Kodsi is listed as Wealth Management Associate at Strategies for Wealth at Strategies for Wealth.
Where is Dan Kodsi based?
Dan Kodsi is based in New York, United States while working with Strategies for Wealth.
What companies has Dan Kodsi worked for?
Dan Kodsi has worked for Strategies For Wealth, Family Office, Bulltick, Valera Health, and The Real Deal.
Who are Dan Kodsi's colleagues at Strategies for Wealth?
Dan Kodsi's colleagues at Strategies for Wealth include Steve Wilson Cpa, Cfa, Ricp, Janakan Pavan, Ms, Dba, Tanesha Williams, Cathy Demartino, and Matt Burnell.
How can I contact Dan Kodsi?
You can use AeroLeads to view verified contact signals for Dan Kodsi at Strategies for Wealth, including work email, phone, and LinkedIn data when available.
What schools did Dan Kodsi attend?
Dan Kodsi holds Bachelor Of Business Administration - Bba, Finance from Tulane University - A.B. Freeman School Of Business.
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