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Dylan Metz Email & Phone Number

Senior Manager, Strategy and Analytics at Beyond Finance
Location: Cardiff-By-The-Sea, California, United States 9 work roles 1 school
1 work email found @beyondfinance.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@beyondfinance.com
LinkedIn Profile matched
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Current company
Role
Senior Manager, Strategy and Analytics
Location
Cardiff-By-The-Sea, California, United States

Who is Dylan Metz? Overview

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Quick answer

Dylan Metz is listed as Senior Manager, Strategy and Analytics at Beyond Finance, based in Cardiff-By-The-Sea, California, United States. AeroLeads shows a work email signal at beyondfinance.com and a matched LinkedIn profile for Dylan Metz.

Dylan Metz previously worked as Manager, Strategy and Analytics at Beyond Finance and Manager, Strategy & Analytics at Beyond Finance. Dylan Metz holds Bachelor Of Arts - Ba, Economics-Mathematics And Spanish from Whitman College.

Company email context

Email format at Beyond Finance

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{first_initial}{last}@beyondfinance.com
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AeroLeads found 1 current-domain work email signal for Dylan Metz. Compare company email patterns before reaching out.

Profile bio

About Dylan Metz

Dylan Metz is a Senior Manager, Strategy and Analytics at Beyond Finance. He possess expertise in group work, leadership, spanish, microsoft office, microsoft excel and 4 more skills.

Listed skills include Group Work, Leadership, Spanish, Microsoft Office, and 5 others.

Current workplace

Dylan Metz's current company

Company context helps verify the profile and gives searchers a useful next step.

Beyond Finance
Beyond Finance
Senior Manager, Strategy and Analytics
Encinitas, CA, US
AeroLeads page
9 roles

Dylan Metz work experience

A career timeline built from the work history available for this profile.

Senior Manager, Strategy And Analytics

Carlsbad, Ca, Us

Private Equity Analyst

Trek Partners

• Conducted comprehensive financial analysis and created presentations for investors resulting in the acquisition of a $13M company• Conducted market and industry research and analysis including: estimations of total addressable market, past and future growth trends and drivers, competitor and industry revenue analysis, competitive points of differentiation, and Porter’s Five Forces

Jun 2017 - May 2018

Wealth Management Analyst

Goldman Wealth Management

• Analyzed over $50M worth of portfolio models and compared the results to the portfolio models’ goals resulting in $10M of sales and subsequent buys• Identified suboptimal fund metrics resulting in $2M in shed assets in lieu of optimized assets• Created hypothetical portfolios and ran constrained portfolio optimizations with respect to target volatility and risk profiles

Jun 2017 - Aug 2017

Financial Analyst Intern

San Diego, Ca, Us

• Analyzed the investment goals and needs of the client using proprietary software• Performed research on mutual funds, stocks and other securities utilizing various investment research services• Assisted in the analysis and development of model portfolios• Created presentations for clients and potential clients

Jun 2016 - Aug 2016
Team & coworkers

Colleagues at Beyond Finance

Other employees you can reach at beyondfinance.com. View company contacts →

1 education record

Dylan Metz education

  • Whitman College
    Whitman College
    Economics-Mathematics And Spanish
FAQ

Frequently asked questions about Dylan Metz

Quick answers generated from the profile data available on this page.

What company does Dylan Metz work for?

Dylan Metz works for Beyond Finance.

What is Dylan Metz's role at Beyond Finance?

Dylan Metz is listed as Senior Manager, Strategy and Analytics at Beyond Finance.

What is Dylan Metz's email address?

AeroLeads has found 1 work email signal at @beyondfinance.com for Dylan Metz at Beyond Finance.

Where is Dylan Metz based?

Dylan Metz is based in Cardiff-By-The-Sea, California, United States while working with Beyond Finance.

What companies has Dylan Metz worked for?

Dylan Metz has worked for Beyond Finance, Semler Brossy Consulting Group, Trek Partners, Goldman Wealth Management, and Awm Global Advisors.

Who are Dylan Metz's colleagues at Beyond Finance?

Dylan Metz's colleagues at Beyond Finance include Adam Leal, Seychelle Palac, Jillian Pilz, Michael Leuchtmann, and Ed Erazo.

How can I contact Dylan Metz?

You can use AeroLeads to view verified contact signals for Dylan Metz at Beyond Finance, including work email, phone, and LinkedIn data when available.

What schools did Dylan Metz attend?

Dylan Metz holds Bachelor Of Arts - Ba, Economics-Mathematics And Spanish from Whitman College.

What skills is Dylan Metz known for?

Dylan Metz is listed with skills including Group Work, Leadership, Spanish, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, and Python.

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