AeroLeads people directory · profile
Dan Umansky, Cws®, Aif® Email & Phone Number
Director of Advisor Services
at
Wealth Enhancement
2 work emails found
@firstallied.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Advisor Services
Location
San Diego, California, United States
Company size
Who is Dan Umansky, Cws®, Aif®? Overview
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Quick answer
Dan Umansky, Cws®, Aif® is listed as Director of Advisor Services at Wealth Enhancement, a with 935 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at firstallied.com and a matched LinkedIn profile for Dan Umansky, Cws®, Aif®.
Dan Umansky, Cws®, Aif® previously worked as Growth Operations - Advisor Experience at Cetera Financial Group and Managing Director, Business Consulting Group at First Allied Securities, Inc.. Dan Umansky, Cws®, Aif® studied at Ucla.
Company email context
Email format at Wealth Enhancement
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*@firstallied.com
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AeroLeads found 2 current-domain work email signals for Dan Umansky, Cws®, Aif®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Series 7, Wealth Management, Series 63, Management Consulting, and 23 others.
Current workplace
Dan Umansky, Cws®, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Enhancement
11 roles · 41 years
Dan Umansky, Cws®, Aif® work experience
A career timeline built from the work history available for this profile.
Growth Operations - Advisor Experience
Current
Nov 2021 - Present
Managing Director, Business Consulting Group
Current
Jun 2014 - Present
Evp, Head Of Growth Enablemen
First Allied Securities And Cetera Advisor
May 2020 - Jan 2023
Vp, Business Model Consultant
Kar Consulting, Inc.
As VP, Business Model Consultant for KAR Consulting, Dan assists and coaches financial advisors in transitioning and reinventing their business models.
Jan 2013 - May 2014
Vice President, Business Consulting
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.
Aug 2007 - Jan 2013
Regional Vice President
Aig
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.
2000 - 2007
~7 yrs
Regional Vice President
Essex Corporation
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.
1997 - 2000
~3 yrs
Pfo
1992 - 1994
~2 yrs
Personal Financial Officer
Wells Fargo And Homefed Bank
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.
1989 - 1994
~5 yrs
Sales Assistant
Merrill Lynch
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.
1986 - 1989
~3 yrs
Team & coworkers
Colleagues at Wealth Enhancement
Other employees you can reach at cetera.com. View company contacts for 935 employees →
J(
Jessica (Jsp) Sand Peterson
Colleague at Wealth EnhancementSt Paul, Minnesota, United States
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CK
Camilla Kaae
Colleague at Wealth EnhancementSan Diego, California, United States
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ST
Shaji T.
Colleague at Wealth EnhancementFrisco, Texas, United States
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RH
Ryan Hoffman
Colleague at Wealth EnhancementDenver, Colorado, United States
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NG
Neil Goldenstein
Colleague at Wealth EnhancementSt Cloud, Minnesota, United States
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JP
Jason Patrick
Colleague at Wealth EnhancementDes Moines, Iowa, United States
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RP
Ronda Pope
Colleague at Wealth EnhancementUnited States
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KW
Kenny Weinstein
Colleague at Wealth EnhancementNew York City Metropolitan Area, United States
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KC
Kerry Cunningham
Colleague at Wealth EnhancementEl Segundo, California, United States
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VK
Venkata Krishna
Colleague at Wealth EnhancementJacksonville, Florida, United States
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Jessica (Jsp) Sand Peterson
Colleague at Wealth EnhancementSt Paul, Minnesota, United States
View →
CK
Camilla Kaae
Colleague at Wealth EnhancementSan Diego, California, United States
View →
ST
Shaji T.
Colleague at Wealth EnhancementFrisco, Texas, United States
View →
RH
Ryan Hoffman
Colleague at Wealth EnhancementDenver, Colorado, United States
View →
NG
Neil Goldenstein
Colleague at Wealth EnhancementSt Cloud, Minnesota, United States
View →
JP
Jason Patrick
Colleague at Wealth EnhancementDes Moines, Iowa, United States
View →
RP
Ronda Pope
Colleague at Wealth EnhancementUnited States
View →
KW
Kenny Weinstein
Colleague at Wealth EnhancementNew York City Metropolitan Area, United States
View →
KC
Kerry Cunningham
Colleague at Wealth EnhancementEl Segundo, California, United States
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VK
Venkata Krishna
Colleague at Wealth EnhancementJacksonville, Florida, United States
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2 education records
Dan Umansky, Cws®, Aif® education
FAQ
Frequently asked questions about Dan Umansky, Cws®, Aif®
Quick answers generated from the profile data available on this page.
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 Wealth Enhancement?
Dan Umansky, Cws®, Aif® is listed as Director of Advisor Services at Wealth Enhancement.
What is Dan Umansky, Cws®, Aif®'s email address?
AeroLeads has found 2 work email signals at @firstallied.com for Dan Umansky, Cws®, Aif® at Wealth Enhancement.
Where is Dan Umansky, Cws®, Aif® based?
Dan Umansky, Cws®, Aif® is based in San Diego, California, United States while working with Wealth Enhancement.
What companies has Dan Umansky, Cws®, Aif® worked for?
Dan Umansky, Cws®, Aif® has worked for Wealth Enhancement, Cetera Financial Group, First Allied Securities, Inc., First Allied Securities And Cetera Advisor, and Kar Consulting, Inc..
Who are Dan Umansky, Cws®, Aif®'s colleagues at Wealth Enhancement?
Dan Umansky, Cws®, Aif®'s colleagues at Wealth Enhancement include Jessica (Jsp) Sand Peterson, Camilla Kaae, Shaji T., Ryan Hoffman, and Neil Goldenstein.
How can I contact Dan Umansky, Cws®, Aif®?
You can use AeroLeads to view verified contact signals for Dan Umansky, Cws®, Aif® at Wealth Enhancement, including work email, phone, and LinkedIn data when available.
What schools did Dan Umansky, Cws®, Aif® attend?
Dan Umansky, Cws®, Aif® studied at Ucla.
What skills is Dan Umansky, Cws®, Aif® known for?
Dan Umansky, Cws®, Aif® is listed with skills including Series 7, Wealth Management, Series 63, Management Consulting, Mutual Funds, Retirement Planning, Investment Advisory, and Coaching.
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