Daniel Pasternack, Fmva, Ftip Email & Phone Number
@guptawealthmanagement.com
9 phones found area 619, 858, 504, 415, and 650
LinkedIn matched
Who is Daniel Pasternack, Fmva, Ftip? Overview
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Daniel Pasternack, Fmva, Ftip is listed as Nonprofit Leader | Business Manager | Educator | Data Analyst | Financial Analyst | Bestselling Author at The Sheldon Adelson Educational Campus, based in Frederick, Maryland, United States. AeroLeads shows a work email signal at guptawealthmanagement.com, phone signal with area code 619, 858, 504, 415, 650, and a matched LinkedIn profile for Daniel Pasternack, Fmva, Ftip.
Daniel Pasternack, Fmva, Ftip previously worked as Business Manager at Barnesville School Of Arts & Sciences and Lead Faculty Area Chair at University Of Phoenix. Daniel Pasternack, Fmva, Ftip holds Ba, Political Economics, History, Spanish from Tulane University.
Email format at The Sheldon Adelson Educational Campus
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AeroLeads found 1 current-domain work email signal for Daniel Pasternack, Fmva, Ftip. Compare company email patterns before reaching out.
About Daniel Pasternack, Fmva, Ftip
https://www.danielpasternack.com/https://www.slapshotsisters.comDaniel S. Pasternack, is a longtime veteran of both the financial services industry and the education/athletics world. In the finance world, Dan earned his Series 7, Series 63 and Series 65 licenses while also becoming licensed as a California State Life & Health Agent. He worked over a decade as an analyst, paraplanner and operations manager before taking the leap and opening up his own advisory firm in 2015. In the nonprofit sector, Dan has been a founding member of two charter schools: as a founding board member with Old Town Academy (a K-8 charter in San Diego) and as a teacher with Democracy Prep at the Agassi Campus in Las Vegas. Additionally, Dan is the treasurer of Athletic Initiative, Inc, a 501(c)3 organization which has provided more than 1,000 inner-city youth with free sports programs, trips to Padres games and even barbecues.Dan is also a bestselling author. His book “You’re not Welcome Here: Exclusionary Practices in the Game of Baseball” was published by Barnes and Noble Press on 9/23/2022 and achieved bestseller status on 10/14/2022. The book covers topics such as racism, sexism and homophobia in baseball and reached the #1 position in the sports books section bestseller list at Barnes and Noble. Dan currently lives in Las Vegas, is chair of the Social Studies department and Athletic Coordinator at Explore Academy. Additionally, Dan teaches finance courses and is a Lead Faculty Area Chair at the University of Phoenix. His wife Leslie is a doctor of Acupuncture and they have two kids, aged 2 (almost) and 7.
Listed skills include Sql, Python, Salesforce.Com, Data Analysis, and 46 others.
Daniel Pasternack, Fmva, Ftip's current company
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Daniel Pasternack, Fmva, Ftip work experience
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Business Manager
CurrentApply Generally Accepted Accounting Principles (GAAP) to keep an accurate and continuous record of the cash and financial positions of the SchoolProcess bi-weekly payrollPrepare the annual operating budgetProvide monthly operating statements and monthly reports of expenditures for both the Head of School and the Finance Committee of the BoardMeet monthly.
Lead Faculty Area Chair
CurrentLead Faculty Area Chair with the College of Business and Information Technology.Responsibilities include mentoring instructors, tutoring students and providing feedback on faculty performance. Faculty DevelopmentFaculty RetentionMore than 15 direct reports.
Adjunct Instructor
CurrentInstructor in Undergraduate Accounting & FinanceInstructor in MBA level finance coursesCourses taught: Corporate Finance & Finance for Business
Author
CurrentOwner and author, slapshotsisters.com & danielpasternack.comWrote the book “You’re Not Welcome Here: Exclusionary Practices in the Game of Baseball”, published by Barnes and Noble press as of 9/23/2022, reaching bestseller status on 10/14/2022. Later released on Amazon as well.Second book, "Emma's New Hometown", released in December of 2023 is the first.
Social Studies Department Chair, Teacher And Athletic Coordinator
Teacher of history and PE (physical education)In charge of establishing athletic programs and the associated fundraising necessary to launch sports at a newly founded charter school
Varsity Girls Basketball Coach
Teacher
Teacher: College Readiness, Government, Sociology of Change, Economics, US History, Global History2 years as Grade Level Chair.Head Baseball Coach - Responsible for raising more than $10,000 worth of donations/equipment in just 2 years.Girls Basketball CoachDirector, Gaming and Popular Arts Club.Member, Student Life CommitteeMember, SEL Committee.
President
Insurance, Financial Planning, Investment Advisory and Consulting.
Head Baseball Coach
Head baseball coach at Crawford High School.In charge of scheduling, hiring and firing coaches, managing practices, overseeing the budget.
Operations Manager, Financial Planning Analyst
Financial Planning Analyst and Operations Manager of financial planning office in San Diego.
Quality Control Analyst
Responsible for overseeing and monitoring certification program within Deposit Operations, ensuring compliance with operational procedures and applicable compliance rules and regulations, and best practices for the industry.Supervision of numerous processes and teams within the department.Data Analysis, SQL Query writing and other deep analysis to aid in.
Wealth Investment Analyst
Conduct research and selection of individual securities and investment managers that are held within the firm’s model portfolios.Responsible for the day-to-day servicing of client accounts and play a valuable role in the manager research process.Analyze client portfolios, produce asset allocation reports, investment policy statements, and performance.
Investment Analyst
Management of the company's asset allocation program, including serving on the investment committee and adjusting the allocation of a book of business worth more than $500,000,000. Training of new employees.Performed investment comparisons for potential clients, resulting in more than $150,000,000 of AUM being brought into the company.Wrote weekly market.
Financial Paraplanner
Developing and analyzing financial plans and retirement plans.Create Excel spreadsheet calculators to assist with financial planning.Development of templates and organization of department material.Testing of financial planning software, made recommendation that company switch planning platform...eventually convinced them to shift hundreds of financial.
Operations Priority Specialist
Trained in all aspects of Operations to cover whichever department needed most help. Processed transfers, opened new accounts, deposited and distributed checks, processed retirement distributions and provided customer service.
Account Transfers Specialist
Entry level job in the financial services industry. Main duties were office tasks such as sorting, copying, filing and retrieving documents from the archives as well as following up on the status of account transfers.
Daniel Pasternack, Fmva, Ftip education
Ba, Political Economics, History, Spanish
Mba, Finance
Hs Diploma, High School
Education record
Frequently asked questions about Daniel Pasternack, Fmva, Ftip
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What company does Daniel Pasternack, Fmva, Ftip work for?
Daniel Pasternack, Fmva, Ftip works for The Sheldon Adelson Educational Campus.
What is Daniel Pasternack, Fmva, Ftip's role at The Sheldon Adelson Educational Campus?
Daniel Pasternack, Fmva, Ftip is listed as Nonprofit Leader | Business Manager | Educator | Data Analyst | Financial Analyst | Bestselling Author at The Sheldon Adelson Educational Campus.
What is Daniel Pasternack, Fmva, Ftip's email address?
AeroLeads has found 1 work email signal at @guptawealthmanagement.com for Daniel Pasternack, Fmva, Ftip at The Sheldon Adelson Educational Campus.
What is Daniel Pasternack, Fmva, Ftip's phone number?
AeroLeads has found 9 phone signal(s) with area code 619, 858, 504, 415, 650 for Daniel Pasternack, Fmva, Ftip at The Sheldon Adelson Educational Campus.
Where is Daniel Pasternack, Fmva, Ftip based?
Daniel Pasternack, Fmva, Ftip is based in Frederick, Maryland, United States while working with The Sheldon Adelson Educational Campus.
What companies has Daniel Pasternack, Fmva, Ftip worked for?
Daniel Pasternack, Fmva, Ftip has worked for The Sheldon Adelson Educational Campus, Barnesville School Of Arts & Sciences, University Of Phoenix, Self-Employed, and Explore Academy.
How can I contact Daniel Pasternack, Fmva, Ftip?
You can use AeroLeads to view verified contact signals for Daniel Pasternack, Fmva, Ftip at The Sheldon Adelson Educational Campus, including work email, phone, and LinkedIn data when available.
What schools did Daniel Pasternack, Fmva, Ftip attend?
Daniel Pasternack, Fmva, Ftip holds Ba, Political Economics, History, Spanish from Tulane University.
What skills is Daniel Pasternack, Fmva, Ftip known for?
Daniel Pasternack, Fmva, Ftip is listed with skills including Sql, Python, Salesforce.Com, Data Analysis, Analysis, Sales, Investments, and Asset Allocation.
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