AeroLeads people directory · profile
Dan Weiss Email & Phone Number
Director of Client Relations / Co-Founder at LBW Wealth Management
at
HyphaWay
1 work email found
@lbw-wealth.com
3 phones found area 262 and 608
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Client Relations / Co-Founder at LBW Wealth Management
Location
Greater Madison Area, United States, United States
Company size
Who is Dan Weiss? Overview
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Quick answer
Dan Weiss is listed as Director of Client Relations / Co-Founder at LBW Wealth Management at HyphaWay, a company with 6 employees, based in Greater Madison Area, United States, United States. AeroLeads shows a work email signal at lbw-wealth.com, phone signal with area code 262, 608, and a matched LinkedIn profile for Dan Weiss.
Dan Weiss previously worked as Co-Founder at Hyphaway and Financial Advisor/Co-Founder at Lbw Wealth Management. Dan Weiss holds Finance And Business Law from University Of Wisconsin-Whitewater.
Company email context
Email format at HyphaWay
This section adds company-level context without repeating Dan Weiss's masked contact details.
{first_initial}{last}@lbw-wealth.com
76% confidence
AeroLeads found 1 current-domain work email signal for Dan Weiss. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Banking, Financial Analysis, Commercial Lending, and 34 others.
Current workplace
Dan Weiss's current company
Company context helps verify the profile and gives searchers a useful next step.
Hyphaway
7 roles · 24 years
Dan Weiss work experience
A career timeline built from the work history available for this profile.
Co-Founder
Current
Aug 2021 - Present
Financial Advisor/Co-Founder
Current
Oct 2015 - Present
Investment Adivsory Representative
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.
Jan 2010 - Oct 2015
Personal Banker
Feb 2007 - Jun 2010
Financial Service Rep.
Jul 2005 - Feb 2007
Peer Advisor
2002 - 2004
~2 yrs
2 education records
Dan Weiss education
Finance And Business Law
University Of Wisconsin-Whitewater
Bachelor Of Business Administration (B.B.A.), Banking, Corporate, Finance, And Securities Law
University Of Wisconsin-Whitewater
FAQ
Frequently asked questions about Dan Weiss
Quick answers generated from the profile data available on this page.
What company does Dan Weiss work for?
Dan Weiss works for HyphaWay.
What is Dan Weiss's role at HyphaWay?
Dan Weiss is listed as Director of Client Relations / Co-Founder at LBW Wealth Management at HyphaWay.
What is Dan Weiss's email address?
AeroLeads has found 1 work email signal at @lbw-wealth.com for Dan Weiss at HyphaWay.
What is Dan Weiss's phone number?
AeroLeads has found 3 phone signal(s) with area code 262, 608 for Dan Weiss at HyphaWay.
Where is Dan Weiss based?
Dan Weiss is based in Greater Madison Area, United States, United States while working with HyphaWay.
What companies has Dan Weiss worked for?
Dan Weiss has worked for Hyphaway, Lbw Wealth Management, Poehling Capital Management, Park Bank - Madison, and Great Wisconsin Credit Union.
How can I contact Dan Weiss?
You can use AeroLeads to view verified contact signals for Dan Weiss at HyphaWay, including work email, phone, and LinkedIn data when available.
What schools did Dan Weiss attend?
Dan Weiss holds Finance And Business Law from University Of Wisconsin-Whitewater.
What skills is Dan Weiss known for?
Dan Weiss is listed with skills including Investments, Banking, Financial Analysis, Commercial Lending, Credit, Consumer Lending, Finance, and Loans.
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