Dan Mason
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Dan Mason Email & Phone Number

Managing Director and Owner at Millennium Private Wealth
Location: Cary, North Carolina, United States 5 work roles 1 school
2 work emails found @ubs.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email d****@ubs.com
LinkedIn Profile matched
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Current company
Millennium Private Wealth
Role
Managing Director and Owner
Location
Cary, North Carolina, United States
Company size
81377 employees

Who is Dan Mason? Overview

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Quick answer

Dan Mason is listed as Managing Director and Owner at Millennium Private Wealth, a with 81377 employees, based in Cary, North Carolina, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Dan Mason.

Dan Mason previously worked as First Vice President Wealth Management at Ubs Financial Services, Inc. and First Vice President, Financial Advisor at Morgan Stanley. Dan Mason holds Bs, Business And Political Science from Northeastern University.

Company email context

Email format at Millennium Private Wealth

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{first}{last}@ubs.com
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AeroLeads found 2 current-domain work email signals for Dan Mason. Compare company email patterns before reaching out.

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Profile bio

About Dan Mason

**These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Current workplace

Dan Mason's current company

Company context helps verify the profile and gives searchers a useful next step.

Millennium Private Wealth
Millennium Private Wealth
Managing Director and Owner
Cary, NC, US
Website
ubs.com
Employees
81377
AeroLeads page
Company profile
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5 roles

Dan Mason work experience

A career timeline built from the work history available for this profile.

First Vice President, Financial Advisor

Morgan Stanley

Cary, Nc

Jan 2011 - Sep 2015

First Vice President, Financial Advisor

Wells Fargo/Wachovia

Cary, Nc

Jul 2003 - Jan 2011

Vice President, Financial Consultant

Merrill Lynch
Oct 1999 - Dec 2002
Team & coworkers

Colleagues at Millennium Private Wealth

Other employees you can reach at ubs.com. View company contacts for 81377 employees →

AB Aline Behla Aline Behla Colleague at Millennium Private WealthZurich, Switzerland View → MK Małgorzata Kordys Małgorzata Kordys Colleague at Millennium Private WealthCracow, Małopolskie, Poland View → AV André Vogel André Vogel Colleague at Millennium Private WealthZurich, Switzerland View → MR Mariusz R. Mariusz R. Colleague at Millennium Private WealthŁańcut, Podkarpackie, Poland View → SR Shreya Rani Shreya Rani Colleague at Millennium Private WealthPune, Maharashtra, India View → AJ Alex Johnson Alex Johnson Colleague at Millennium Private WealthZurich, Switzerland View → BA Barry Arnold Barry Arnold Colleague at Millennium Private WealthDartford, England, United Kingdom View → DM Daniel Mühle Daniel Mühle Colleague at Millennium Private WealthWaltenschwil, Aargau, Switzerland View → PO Paulina Osowska Paulina Osowska Colleague at Millennium Private WealthWroclaw Metropolitan Area, Poland View → LT Larry Tsui Larry Tsui Colleague at Millennium Private WealthShort Hills, New Jersey, United States View →
1 education record

Dan Mason education

  • Northeastern University
    Northeastern University
    Business And Political Science
FAQ

Frequently asked questions about Dan Mason

Quick answers generated from the profile data available on this page.

What company does Dan Mason work for?

Dan Mason works for Millennium Private Wealth.

What is Dan Mason's role at Millennium Private Wealth?

Dan Mason is listed as Managing Director and Owner at Millennium Private Wealth.

What is Dan Mason's email address?

AeroLeads has found 2 work email signals at @ubs.com for Dan Mason at Millennium Private Wealth.

Where is Dan Mason based?

Dan Mason is based in Cary, North Carolina, United States while working with Millennium Private Wealth.

What companies has Dan Mason worked for?

Dan Mason has worked for Millennium Private Wealth, Ubs Financial Services, Inc., Morgan Stanley, Wells Fargo/Wachovia, and Merrill Lynch.

Who are Dan Mason's colleagues at Millennium Private Wealth?

Dan Mason's colleagues at Millennium Private Wealth include Aline Behla, Małgorzata Kordys, André Vogel, Mariusz R., and Shreya Rani.

How can I contact Dan Mason?

You can use AeroLeads to view verified contact signals for Dan Mason at Millennium Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Dan Mason attend?

Dan Mason holds Bs, Business And Political Science from Northeastern University.

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