Daniel Pasternack, Fmva, Ftip

Daniel Pasternack, Fmva, Ftip Email and Phone Number

Nonprofit Leader | Business Manager | Educator | Data Analyst | Financial Analyst | Bestselling Author @ The Sheldon Adelson Educational Campus
Las Vegas, Nevada, United States
Daniel Pasternack, Fmva, Ftip's Location
Frederick, Maryland, United States, United States
Daniel Pasternack, Fmva, Ftip's Contact Details

Daniel Pasternack, Fmva, Ftip work email

Daniel Pasternack, Fmva, Ftip personal email

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.

Daniel Pasternack, Fmva, Ftip's Current Company Details
The Sheldon Adelson Educational Campus

The Sheldon Adelson Educational Campus

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Nonprofit Leader | Business Manager | Educator | Data Analyst | Financial Analyst | Bestselling Author
Las Vegas, Nevada, United States
Daniel Pasternack, Fmva, Ftip Work Experience Details
  • The Sheldon Adelson Educational Campus
    The Sheldon Adelson Educational Campus
    Las Vegas, Nevada, United States
  • Barnesville School Of Arts & Sciences
    Business Manager
    Barnesville School Of Arts & Sciences Aug 2024 - Present
    Barnesville, Md, Us
    Apply 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 with all budget holders to review prior months spend and update 12-month forecast; report to Finance Committee on deviations and mitigation plans to ensure adherence to budgetMaintain and update long-term operating projections (e.g., cash flow analysis, year-end budgeting, etc.)Oversee all School purchasing including accounts payable, banking activities and accounts, capital budgets, payroll, and benefits programsServe as the School’s Compliance Officer regarding post-issuance tax compliance for tax-exempt fundingSecure the annual audit of the School’s financial records and positionsProvide support to the Finance Committee and Investment Subcommittee as well as other appropriate Board committees and subcommitteesManage risk and maintain appropriate levels of insurance to protect the School’s personnel, students, and propertyEnsure School compliance with all government regulations and reporting
  • University Of Phoenix
    Lead Faculty Area Chair
    University Of Phoenix Feb 2021 - Present
    Phoenix, Az, Us
    Lead 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.
  • University Of Phoenix
    Adjunct Instructor
    University Of Phoenix Jul 2020 - Present
    Phoenix, Az, Us
    Instructor in Undergraduate Accounting & FinanceInstructor in MBA level finance coursesCourses taught: Corporate Finance & Finance for Business
  • Self-Employed
    Author
    Self-Employed Sep 2020 - Present
    Owner 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 title in a children's fiction series called "Slapshot Sisters" about a girls' youth hockey team. The next book in the series was released in March of 2024 and is called "The Comeback".
  • Explore Academy
    Social Studies Department Chair, Teacher And Athletic Coordinator
    Explore Academy Jul 2021 - Aug 2024
    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
  • Democracy Prep Public Schools
    Varsity Girls Basketball Coach
    Democracy Prep Public Schools Nov 2019 - Aug 2021
    New York, Ny, Us
  • Democracy Prep Public Schools
    Head Baseball Coach
    Democracy Prep Public Schools Jul 2017 - Aug 2021
    New York, Ny, Us
    Head baseball coach, founder of baseball program
  • Democracy Prep Public Schools
    Teacher
    Democracy Prep Public Schools Jul 2017 - Jul 2021
    New York, Ny, Us
    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 (Socio-Emotional Learning)Member, Graduation Committee
  • Black And White Financial Group
    President
    Black And White Financial Group Sep 2015 - May 2018
    Insurance, Financial Planning, Investment Advisory and Consulting.
  • Crawford High School
    Head Baseball Coach
    Crawford High School Jun 2015 - Jul 2017
    Head baseball coach at Crawford High School.In charge of scheduling, hiring and firing coaches, managing practices, overseeing the budget.
  • Wealth Strategies Group
    Operations Manager, Financial Planning Analyst
    Wealth Strategies Group May 2015 - Aug 2015
    Toronto, On, Ca
    Financial Planning Analyst and Operations Manager of financial planning office in San Diego.
  • Bofi Federal Bank
    Quality Control Analyst
    Bofi Federal Bank Dec 2014 - May 2015
    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 bank's profitability. Saved bank tens of thousands of dollars per year through various loss prevention methods, finding instances of fraud as well as account abuse using both SQL based query analysis as well as Yellow Hammer Fraud Detective, Guardian Analytics and other fraud detection software.Ensure exceptions and issues identified in the certifications are documented and escalated, as needed.Recommend enhancements to procedures, process maps, and risk assessments within deposit operations.
  • Gupta Wealth Management
    Wealth Investment Analyst
    Gupta Wealth Management Apr 2014 - Oct 2014
    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 reports.Involved in client communications and assist the client with manager transitions and operational transactions.Screen/research/evaluate/recommend investment ideas that meet investment objectives.Confirm data integrity and perform analysis to identify trends.Continuously monitor quality levels, and manage quality problems.Design qualitative research instruments as necessary.Draw upon a wide array of information sources (SEC data, company literature, business publications, etc.) to suggest differentiated investment ideas and insights.Author written research reports and participate in ad hoc projects as necessary.Consistently study market trends and prepare assessment-based reports on the impact that economic and market conditions have on the performance of both portfolio and non-portfolio companies.
  • Dunham & Associates
    Investment Analyst
    Dunham & Associates Jul 2012 - Apr 2014
    San Diego, California, Us
    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 commentaries distributed to hundreds of recipients.Trading of stocks and other securities.Writing investment analysis reports.Creating one-off Excel documents to help financial planning and investment analysis for financial advisors.
  • First Allied Securities, Inc.
    Financial Paraplanner
    First Allied Securities, Inc. Jun 2007 - Jul 2012
    San Diego, Ca, Us
    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 advisors over to the new platform. Trained as a federal benefits advisor, becoming well versed in federal and state retirement plans.
  • Commonwealth Financial Network
    Operations Priority Specialist
    Commonwealth Financial Network Oct 2005 - Jun 2007
    Waltham, Ma, Us
    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.
  • Lpl Financial
    Account Transfers Specialist
    Lpl Financial Jul 2005 - Oct 2005
    San Diego, Ca, Us
    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 Skills

Sql Python Salesforce.com Data Analysis Analysis Sales Investments Asset Allocation Strategic Financial Planning Retirement Planning Series 7 Wealth Management Asset Management Securities Mutual Funds Investment Advisory Coaching Investment Strategies Retirement Microsoft Excel Public Speaking Financial Analysis Equities Wealth Management Services Investment Management Financial Advisory Trading Private Wealth Management Insurance Bloomberg Alternative Investments Fund Analysis Series 65 Valuation Spanish Powerpoint Outlook Sports Statistics Etfs Series 63 Bloomberg Terminal Morningstar V Lookups Fraud Detection Nonprofit Management Management Leadership Marketing Social Media Argus

Daniel Pasternack, Fmva, Ftip Education Details

  • Tulane University
    Tulane University
    Spanish
  • Devry University - Keller Institute
    Devry University - Keller Institute
    Finance
  • Phillips Exeter Academy
    Phillips Exeter Academy
    High School
  • Burlingame High School
    Burlingame High School

Frequently Asked Questions about Daniel Pasternack, Fmva, Ftip

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 current company?

Daniel Pasternack, Fmva, Ftip's current role is Nonprofit Leader | Business Manager | Educator | Data Analyst | Financial Analyst | Bestselling Author.

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What schools did Daniel Pasternack, Fmva, Ftip attend?

Daniel Pasternack, Fmva, Ftip attended Tulane University, Devry University - Keller Institute, Phillips Exeter Academy, Burlingame High School.

What are some of Daniel Pasternack, Fmva, Ftip's interests?

Daniel Pasternack, Fmva, Ftip has interest in Consulting, Business Strategy, Sports, Technology Based Financial Planning.

What skills is Daniel Pasternack, Fmva, Ftip known for?

Daniel Pasternack, Fmva, Ftip has skills like Sql, Python, Salesforce.com, Data Analysis, Analysis, Sales, Investments, Asset Allocation, Strategic Financial Planning, Retirement Planning, Series 7, Wealth Management.

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