Wealth Management Analyst
Current
Sep 2024 - Present
AeroLeads people directory · profile
Dan Haag Email & Phone Number
Wealth Management at DJM Financial
at
DJM Financial | Northwestern Mutual Private Client Group
1 work email found
@schwab.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management at DJM Financial
Location
Newport Beach, California, United States
Company size
Who is Dan Haag? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Haag is listed as Wealth Management at DJM Financial at DJM Financial | Northwestern Mutual Private Client Group, a with 16 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Dan Haag.
Dan Haag previously worked as Wealth Management Analyst at Djm Financial | Northwestern Mutual Private Client Group and Senior Derivatives Trading Specialist at Charles Schwab. Dan Haag holds Bachelor’S Degree, Finance, General from Indiana University - Kelley School Of Business.
Company email context
Email format at DJM Financial | Northwestern Mutual Private Client Group
This section adds company-level context without repeating Dan Haag's masked contact details.
{first}.{last}@schwab.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dan Haag. Compare company email patterns before reaching out.
Profile bio
About Dan Haag
Studied Finance and Economics at the Indiana University Kelley School of Business. Graduated in 2017 with Distinction
Listed skills include Problem Solving, Project Management, Microsoft Excel, Communication, and 10 others.
Current workplace
Dan Haag's current company
Company context helps verify the profile and gives searchers a useful next step.
Djm Financial | Northwestern Mutual Private Client Group
6 roles
Dan Haag work experience
A career timeline built from the work history available for this profile.
Senior Derivatives Trading Specialist
Nov 2020 - Sep 2024
Analyst
Jul 2017 - Sep 2020
Summer Analyst
Jun 2016 - Aug 2016
Summer Intern
May 2015 - Aug 2015
Dining Room Manager
May 2014 - Aug 2014
Team & coworkers
Colleagues at DJM Financial | Northwestern Mutual Private Client Group
Other employees you can reach at djmfinancial.com. View company contacts for 16 employees →
JP
Judith Phiri
Colleague at Djm Financial | Northwestern Mutual Private Client GroupHarare, Zimbabwe
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SE
Sarah Engelke Draper, Cfp®
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
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TC
Thomas Cary
Colleague at Djm Financial | Northwestern Mutual Private Client GroupLos Angeles Metropolitan Area, United States
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KC
Kelly Connell
Colleague at Djm Financial | Northwestern Mutual Private Client GroupTrabuco Canyon, California, United States
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SG
Sandra Gee
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
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SV
Suneetha Varma
Colleague at Djm Financial | Northwestern Mutual Private Client GroupHyderabad, Telangana, India
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MF
Matt Farrell, Cfp®
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
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EN
Elicia Nicoll
Colleague at Djm Financial | Northwestern Mutual Private Client GroupOrange County, California, United States
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MT
My To
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
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GP
Grace Pham
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
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Judith Phiri
Colleague at Djm Financial | Northwestern Mutual Private Client GroupHarare, Zimbabwe
View →
SE
Sarah Engelke Draper, Cfp®
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
View →
TC
Thomas Cary
Colleague at Djm Financial | Northwestern Mutual Private Client GroupLos Angeles Metropolitan Area, United States
View →
KC
Kelly Connell
Colleague at Djm Financial | Northwestern Mutual Private Client GroupTrabuco Canyon, California, United States
View →
SG
Sandra Gee
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
View →
SV
Suneetha Varma
Colleague at Djm Financial | Northwestern Mutual Private Client GroupHyderabad, Telangana, India
View →
MF
Matt Farrell, Cfp®
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
View →
EN
Elicia Nicoll
Colleague at Djm Financial | Northwestern Mutual Private Client GroupOrange County, California, United States
View →
MT
My To
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
View →
GP
Grace Pham
Colleague at Djm Financial | Northwestern Mutual Private Client GroupIrvine, California, United States
View →
1 education record
Dan Haag education
FAQ
Frequently asked questions about Dan Haag
Quick answers generated from the profile data available on this page.
What company does Dan Haag work for?
Dan Haag works for DJM Financial | Northwestern Mutual Private Client Group.
What is Dan Haag's role at DJM Financial | Northwestern Mutual Private Client Group?
Dan Haag is listed as Wealth Management at DJM Financial at DJM Financial | Northwestern Mutual Private Client Group.
What is Dan Haag's email address?
AeroLeads has found 1 work email signal at @schwab.com for Dan Haag at DJM Financial | Northwestern Mutual Private Client Group.
Where is Dan Haag based?
Dan Haag is based in Newport Beach, California, United States while working with DJM Financial | Northwestern Mutual Private Client Group.
What companies has Dan Haag worked for?
Dan Haag has worked for Djm Financial | Northwestern Mutual Private Client Group, Charles Schwab, J.P. Morgan U.S. Private Bank, A Perfect Promotion, Inc, and Chick-Fil-A Corporate.
Who are Dan Haag's colleagues at DJM Financial | Northwestern Mutual Private Client Group?
Dan Haag's colleagues at DJM Financial | Northwestern Mutual Private Client Group include Judith Phiri, Sarah Engelke Draper, Cfp®, Thomas Cary, Kelly Connell, and Sandra Gee.
How can I contact Dan Haag?
You can use AeroLeads to view verified contact signals for Dan Haag at DJM Financial | Northwestern Mutual Private Client Group, including work email, phone, and LinkedIn data when available.
What schools did Dan Haag attend?
Dan Haag holds Bachelor’S Degree, Finance, General from Indiana University - Kelley School Of Business.
What skills is Dan Haag known for?
Dan Haag is listed with skills including Problem Solving, Project Management, Microsoft Excel, Communication, Team Leadership, Survival Skills, Organization, and Volunteering.
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