Dan Weiss

Dan Weiss Email and Phone Number

Director of Client Relations / Co-Founder at LBW Wealth Management @ HyphaWay
Madison, WI, US
Dan Weiss's Location
Greater Madison Area, United States, United States
Dan Weiss's Contact Details
About Dan Weiss

Dan Weiss is a Director of Client Relations / Co-Founder at LBW Wealth Management at HyphaWay. He possess expertise in investments, banking, financial analysis, commercial lending, credit and 33 more skills.

Dan Weiss's Current Company Details
HyphaWay

Hyphaway

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Director of Client Relations / Co-Founder at LBW Wealth Management
Madison, WI, US
Website:
hyphaway.com
Employees:
6
Dan Weiss Work Experience Details
  • Hyphaway
    Hyphaway
    Madison, Wi, Us
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  • Hyphaway
    Co-Founder
    Hyphaway Aug 2021 - Present
    View
  • Lbw Wealth Management
    Financial Advisor/Co-Founder
    Lbw Wealth Management Oct 2015 - Present
    Madison, Wisconsin, Us
    View
  • Poehling Capital Management
    Investment Adivsory Representative
    Poehling Capital Management Jan 2010 - Oct 2015
    Madison, Wi, Us
    My primary role is to serve clients as a relationship manager, assisting them with their financial needs. This includes investment management, financial planning, estate planning, and insurance needs analysis. My other duties relate to business operations within Poehling Capital Management.
    View
  • Park Bank - Madison
    Personal Banker
    Park Bank - Madison Feb 2007 - Jun 2010
    Madison, Wi, Us
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  • Great Wisconsin Credit Union
    Financial Service Rep.
    Great Wisconsin Credit Union Jul 2005 - Feb 2007
    Us
    View
  • University Of Wisconsin-Whitewater
    Peer Advisor
    University Of Wisconsin-Whitewater 2002 - 2004
    Whitewater, Wi, Us
    View

Dan Weiss Skills

Investments Banking Financial Analysis Commercial Lending Credit Consumer Lending Finance Loans Customer Service Financial Planning Risk Assessment Small Business Lending Insurance Retail Banking Financial Services Loan Origination Lines Of Credit Mortgage Lending Wealth Management Retirement Planning Leadership Management Commercial Banking Credit Analysis Mortgage Banking Portfolio Management Strategic Financial Planning Risk Management Underwriting Commercial Mortgages Cross Selling Mutual Funds Cash Management Estate Planning Securities Refinance Public Speaking Team Building

Dan Weiss Education Details

  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    Finance And Business Law
  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    And Securities Law

Frequently Asked Questions about Dan Weiss

What company does Dan Weiss work for?

Dan Weiss works for Hyphaway

What is Dan Weiss's role at the current company?

Dan Weiss's current role is Director of Client Relations / Co-Founder at LBW Wealth Management.

What is Dan Weiss's email address?

Dan Weiss's email address is dj****@****lth.com

What is Dan Weiss's direct phone number?

Dan Weiss's direct phone number is +126290*****

What schools did Dan Weiss attend?

Dan Weiss attended University Of Wisconsin-Whitewater, University Of Wisconsin-Whitewater.

What are some of Dan Weiss's interests?

Dan Weiss has interest in Outdoors, Travel, Serving My Community, Horses.

What skills is Dan Weiss known for?

Dan Weiss has skills like Investments, Banking, Financial Analysis, Commercial Lending, Credit, Consumer Lending, Finance, Loans, Customer Service, Financial Planning, Risk Assessment, Small Business Lending.

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