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Dan Feeser Email & Phone Number
Director
at
HB Wealth
1 work email found
@wms-partners.com
3 phones found area 443 and 410
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Dan Feeser? Overview
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Quick answer
Dan Feeser is listed as Director at HB Wealth, based in Shrewsbury, Pennsylvania, United States. AeroLeads shows a work email signal at wms-partners.com, phone signal with area code 443, 410, and a matched LinkedIn profile for Dan Feeser.
Dan Feeser previously worked as Director at Wms Partners and Director at Cohen & Company. Dan Feeser holds Bs, Accounting, Business from Mount St. Mary'S University.
Company email context
Email format at HB Wealth
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{first_initial}{last}@wms-partners.com
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AeroLeads found 1 current-domain work email signal for Dan Feeser. Compare company email patterns before reaching out.
Profile bio
About Dan Feeser
Former Family Office Director focused on providing research, analysis, reporting and trade management for ultra-wealthy clients. Direct experience with both fund accounting and auditing.Specialties: Extensive Bloomberg & Excel knowledge, financial accounting, broker/client relations
Listed skills include Financial Accounting, Auditing, Investments, Financial Reporting, and 7 others.
Current workplace
Dan Feeser's current company
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7 roles
Dan Feeser work experience
A career timeline built from the work history available for this profile.
Director
Director
Jan 2013 - Nov 2019
Financial Manager
Research, analyze, report and trade execution for ultra-wealthy clients. Review monthly, quarterly and annual client specific financial statements. Streamline workflow to find best efficiencies while maintaining effectiveness. Directly supervise a staff of two while providing department-wide guidance as necessary.
Feb 2006 - Dec 2012
Supervisor
Research, process and review various mandatory and voluntary corporate actions. Meet multiple daily deadlines for deliverables. Oversee a staff of six on a daily basis, including review, development and evaluations for three. Co-develop, test and fine-tune an automated corporate action system with T. Rowe project management and technology personnel and the.
Jul 2003 - Feb 2006
Senior Associate
Performed audits, agreed-upon procedure and operational reviews of various companies, specializing in investment management, such as T. Rowe Price, Deutsche Bank Alex Brown, Rydex and Longleaf Partners. Lead audits of various companies, specializing in investment management. Prepare engagement budgets and monitor profitability. Coordinate appropriate staff.
Nov 2000 - Jul 2003
Senior Accountant
Calculated yields and dividend distributions of money market and bond funds. Reviewed accountants’ daily work. Produced annual reports for investors. Interacted frequently with client, custody and transfer agent. Provided knowledge and guidance of policies and procedures pertaining to all funds in the group.
Jun 1998 - Oct 2000
1 education record
Dan Feeser education
FAQ
Frequently asked questions about Dan Feeser
Quick answers generated from the profile data available on this page.
What company does Dan Feeser work for?
Dan Feeser works for HB Wealth.
What is Dan Feeser's role at HB Wealth?
Dan Feeser is listed as Director at HB Wealth.
What is Dan Feeser's email address?
AeroLeads has found 1 work email signal at @wms-partners.com for Dan Feeser at HB Wealth.
What is Dan Feeser's phone number?
AeroLeads has found 3 phone signal(s) with area code 443, 410 for Dan Feeser at HB Wealth.
Where is Dan Feeser based?
Dan Feeser is based in Shrewsbury, Pennsylvania, United States while working with HB Wealth.
What companies has Dan Feeser worked for?
Dan Feeser has worked for Hb Wealth, Wms Partners, Cohen & Company, T Rowe Price, and Pricewaterhousecoopers.
How can I contact Dan Feeser?
You can use AeroLeads to view verified contact signals for Dan Feeser at HB Wealth, including work email, phone, and LinkedIn data when available.
What schools did Dan Feeser attend?
Dan Feeser holds Bs, Accounting, Business from Mount St. Mary'S University.
What skills is Dan Feeser known for?
Dan Feeser is listed with skills including Financial Accounting, Auditing, Investments, Financial Reporting, Equities, Alternative Investments, Private Equity, and Excel.
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