Dan Umansky, Cws®, Aif®

Dan Umansky, Cws®, Aif® Email and Phone Number

Director of Advisor Services @ Wealth Enhancement
San Diego, CA, US
Dan Umansky, Cws®, Aif®'s Location
San Diego, California, United States, United States
Dan Umansky, Cws®, Aif®'s Contact Details

Dan Umansky, Cws®, Aif® personal email

About Dan Umansky, Cws®, Aif®

The business consulting group provides customized planning and consultation to First Allied Securities business owners. The goal of the group is to assist in the execution and functionally support all aspects of the firm’s Value Proposition. As part of its day-to-day activity, the team follows a well-defined and rigorous approach to working with business owners, including: business consulting, goal-setting, metrics, business planning, wealth management, practice management, succession planning, and business optimization. Dan lives in San Diego with his 14 year old daughter, Molly.

Dan Umansky, Cws®, Aif®'s Current Company Details
Wealth Enhancement

Wealth Enhancement

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Director of Advisor Services
San Diego, CA, US
Website:
cetera.com
Employees:
935
Dan Umansky, Cws®, Aif® Work Experience Details
  • Wealth Enhancement
    Director Of Advisor Services
    Wealth Enhancement
    San Diego, Ca, Us
    View
  • Cetera Financial Group
    Growth Operations - Advisor Experience
    Cetera Financial Group Nov 2021 - Present
    San Diego, California, United States
    View
  • First Allied Securities, Inc.
    Managing Director, Business Consulting Group
    First Allied Securities, Inc. Jun 2014 - Present
    View
  • First Allied Securities And Cetera Advisor
    Evp, Head Of Growth Enablemen
    First Allied Securities And Cetera Advisor May 2020 - Jan 2023
    San Diego County, California, United States
  • Kar Consulting, Inc.
    Vp, Business Model Consultant
    Kar Consulting, Inc. Jan 2013 - May 2014
    As VP, Business Model Consultant for KAR Consulting, Dan assists and coaches financial advisors in transitioning and reinventing their business models.
  • Lpl Financial Services
    Vice President, Business Consulting
    Lpl Financial Services Aug 2007 - Jan 2013
    Led a team of practice management consultants for a region comprised of 19 states, 420 branches and 2000 advisors and focused on assisting advisors in envisioning, designing and growing their ideal practices. Provided consultation to top advisors and branches to opimize operational processes, client acquisiton, client service models, marketing & branding, technology and transitioning to advisory platforms.
    View
  • Aig
    Regional Vice President
    Aig 2000 - 2007
    Wholesaler for American General/AIG Annuity serving wirehouse, independent and banking channels before assuming the RVP, Business Development role for AIG Financial Advisors, responsible for the West and Pacific Northwest regions. Developed and delivered coaching to advisors and firm managers to incorporate practice management processes and business planning to increase growth, productivity and enhance the value of individual and group practices.
  • Essex Corporation
    Regional Vice President
    Essex Corporation 1997 - 2000
    Seattle/San Diego
    Provided training, coaching and wholesaling to finacial advisors and retail bank employees. Developed platform sales processes, referal programs, advisor education and recognition programs to build the investment services offering for regional banks in California and the Pacfic Northwest.
  • Wells Fargo
    Pfo
    Wells Fargo 1992 - 1994
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  • Wells Fargo And Homefed Bank
    Personal Financial Officer
    Wells Fargo And Homefed Bank 1989 - 1994
    San Diego
    Financial Advisor in the retail banking arena. Provided investment services and solutions to hundreds of clients. Developed referal and training programs to increase opportunities for retail bank to broaden offerings and develop stronger and lasting client relaltionships. Consistently a top quartile producer.
  • Merrill Lynch
    Sales Assistant
    Merrill Lynch 1986 - 1989
    Greater Los Angeles Area
    Began career as a sales assistant for several top producing advisors and teams. Assisted with client acquisition, client events, seminars and developed client contact and service models.

Dan Umansky, Cws®, Aif® Skills

Series 7 Wealth Management Series 63 Management Consulting Mutual Funds Retirement Planning Investment Advisory Coaching Retirement Securities Fixed Annuities Investments Alternative Investments Financial Services Management Business Planning Financial Advisory Training Business Development Finance Finra Asset Allocation Strategic Financial Planning Banking 401k Mergers And Acquisitions Financial Planning

Dan Umansky, Cws®, Aif® Education Details

Frequently Asked Questions about Dan Umansky, Cws®, Aif®

What company does Dan Umansky, Cws®, Aif® work for?

Dan Umansky, Cws®, Aif® works for Wealth Enhancement

What is Dan Umansky, Cws®, Aif®'s role at the current company?

Dan Umansky, Cws®, Aif®'s current role is Director of Advisor Services.

What is Dan Umansky, Cws®, Aif®'s email address?

Dan Umansky, Cws®, Aif®'s email address is da****@****hoo.com

What schools did Dan Umansky, Cws®, Aif® attend?

Dan Umansky, Cws®, Aif® attended Ucla, Ucla.

What skills is Dan Umansky, Cws®, Aif® known for?

Dan Umansky, Cws®, Aif® has skills like Series 7, Wealth Management, Series 63, Management Consulting, Mutual Funds, Retirement Planning, Investment Advisory, Coaching, Retirement, Securities, Fixed Annuities, Investments.

Who are Dan Umansky, Cws®, Aif®'s colleagues?

Dan Umansky, Cws®, Aif®'s colleagues are Kelli Frederick, Douglas Neiman, Alex Mcclintock, Mary Abundo, Melissa Quin, Thomas Gooley, Patricia Rodriguez.

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