Dan Kwon Email and Phone Number
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Dan Kwon personal email
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Dan is a Managing Director and Partner of the firm serving affluent individuals and families in the firm’s Seattle office. He is committed to helping families build comprehensive and unbiased wealth management strategies that allow them to enjoy life beyond wealth.Honored and humbled to be the first call his clients make when they face life’s biggest challenges and opportunities, Dan takes pride in being deeply involved in the lives of his clients and builds valuable and enduring relationships beyond the traditional transactional nature of financial advisory services.
Pathstone
View- Website:
- pathstone.com
- Employees:
- 174
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Managing DirectorPathstone Oct 2020 - Present
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Board MemberCornerstone Advisors, Inc. (Bellevue, Wa) Mar 2018 - Sep 2020Bellevue, Washington, United States -
Client Manager/ShareholderCornerstone Advisors Mar 1998 - Sep 2020Bellevue, Washington, United StatesDan provides personalized financial guidance to every individual, family, and institution he serves. In following Cornerstone’s guiding philosophy, to always uphold the client’s best interest, Dan builds unbiased comprehensive wealth management strategies that allow clients to enjoy life beyond wealth. Over his years with Cornerstone, Dan has been honored and humbled by becoming the first call for clients when they face some of life’s biggest challenges and opportunities both professionally and personally.By truly integrating into the lives of clients, Dan is able to provide much more than financial advisement by building valuable and enduring relationships beyond the traditional transactional nature of financial services.
Dan Kwon Skills
Dan Kwon Education Details
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Master Of Science In Finance
Frequently Asked Questions about Dan Kwon
What company does Dan Kwon work for?
Dan Kwon works for Pathstone
What is Dan Kwon's role at the current company?
Dan Kwon's current role is Managing Director at Pathstone.
What is Dan Kwon's email address?
Dan Kwon's email address is da****@****ond.com
What is Dan Kwon's direct phone number?
Dan Kwon's direct phone number is +142545*****
What schools did Dan Kwon attend?
Dan Kwon attended University Of Washington, Seattle University.
What skills is Dan Kwon known for?
Dan Kwon has skills like Investments, Financial Services, Asset Allocation, Investment Strategies, Strategic Financial Planning, Asset Managment.
Who are Dan Kwon's colleagues?
Dan Kwon's colleagues are Drew Freedman, Megan Spurgeon, Wyatt Barrow, Katie Baker, Cfp®, Adam Harrison, Scott Macaione, Cfa, Cfp®, Abby Krolick.
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