Dan Zaveckas
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Dan Zaveckas Email & Phone Number

Wealth Manager - Bayside Tax & Wealth at Bayside Tax & Wealth
Location: Port Washington, New York, United States 8 work roles 1 school
1 work email found @dime.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@dime.com
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Current company
Role
Wealth Manager - Bayside Tax & Wealth
Location
Port Washington, New York, United States

Who is Dan Zaveckas? Overview

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Quick answer

Dan Zaveckas is listed as Wealth Manager - Bayside Tax & Wealth at Bayside Tax & Wealth, based in Port Washington, New York, United States. AeroLeads shows a work email signal at dime.com and a matched LinkedIn profile for Dan Zaveckas.

Dan Zaveckas previously worked as Wealth Manager at Bayside Tax & Wealth and Vice President - Branch Manager at Alma Bank. Dan Zaveckas holds Ba, Speech Communication from Suny Geneseo.

Company email context

Email format at Bayside Tax & Wealth

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{first_initial}{last}@dime.com
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AeroLeads found 1 current-domain work email signal for Dan Zaveckas. Compare company email patterns before reaching out.

Profile bio

About Dan Zaveckas

A long history of helping families with their savings goals and maximizing returns on their bank-held assets. I utilize a hands-on approach to client relationships. Combining that with Bayside Tax & Wealth's extensive wealth management capabilities will provide my clients with even more resources to help them achieve their financial planning, income tax, and investment objectives.I work closely with a seasoned team in Port Washington, leveraging decades of investment and income tax experience to deliver personalized financial strategies for my clients.I will always strive to help families build and secure their financial futures.

Listed skills include Training, Leadership, Management, Financial Services, and 25 others.

Current workplace

Dan Zaveckas's current company

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Bayside Tax & Wealth
Bayside Tax & Wealth
Wealth Manager - Bayside Tax & Wealth
AeroLeads page
8 roles · 22 years

Dan Zaveckas work experience

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

Wealth Manager

Current

Port Washington, New York, United States

Oct 2024 - Present

Vice President - Branch Manager

Port Washington, New York, United States

Dec 2023 - Oct 2024

Vice President - Branch Manager

Port Washington, New York

Accountable for the branch operating in a productive, efficient, and profitable manner.Maintained a pro-active business development attitude with the goal of expanding relationships. On-boarded 86 new business relationships.Participated in community activities and service organizations. Board Member for the Port Washington Chamber of Commerce.Secured.

Mar 2019 - Dec 2023

Vice President - Branch Manager

Manhasset, NY

Achieved 171% of the branch's annual DDA sales goal and 328% of the branch's annual overall deposit goal.Responsible for business development, branch operations, and excellent customer service.

2017 - 2019 ~2 yrs

Vice President - Branch Manager

Port Washington, NY

Executed on the Retail Banking Small Business Action Plan to deliver new business development, expand customer relationships, cross-sell and deliver needs based solutions.Organized and directed Branch Office sales and new business development programs focused on existing retail customers and external prospects in the marketplace.Deepened business.

2014 - 2017 ~3 yrs

Vice President - Branch Manager

Great Neck, NY

Developed and executed integrated sales, relationship, and credit strategies that were aligned with the Area business plan to achieve desired revenue, expense and service goals.Set expectations for branch staff, fostering an environment in which team members worked together to achieve all business goals.Supported portfolio growth by identifying cross-sell.

2012 - 2014 ~2 yrs

Vice President - Professional Development

New York, NY

Partnered with TAI, Inc., to introduce a Values Based Leadership culture.Developed a Values Based Leadership deployment and long-term implementation strategy (Professional Development/ Communications/ Marketing) for leaders/managers/individual contributors. Coached various levels of leadership on ways to embed the concepts learned more firmly into the.

2009 - 2012 ~3 yrs

National Training Manager

New York, NY

Managed, developed and facilitated a new “Educational Series” learning initiative focusing on ways to better retain, expand and attract relationships at U.S. Trust. The program used a blended learning solution (Web-based training and Microsoft LiveMeeting workshops) that built on the core technical and conversational competence of our professionals in.

2004 - 2009 ~5 yrs
1 education record

Dan Zaveckas education

FAQ

Frequently asked questions about Dan Zaveckas

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

What company does Dan Zaveckas work for?

Dan Zaveckas works for Bayside Tax & Wealth.

What is Dan Zaveckas's role at Bayside Tax & Wealth?

Dan Zaveckas is listed as Wealth Manager - Bayside Tax & Wealth at Bayside Tax & Wealth.

What is Dan Zaveckas's email address?

AeroLeads has found 1 work email signal at @dime.com for Dan Zaveckas at Bayside Tax & Wealth.

Where is Dan Zaveckas based?

Dan Zaveckas is based in Port Washington, New York, United States while working with Bayside Tax & Wealth.

What companies has Dan Zaveckas worked for?

Dan Zaveckas has worked for Bayside Tax & Wealth, Alma Bank, Dime Community Bank, The First National Bank Of Long Island, and Astoria Bank.

How can I contact Dan Zaveckas?

You can use AeroLeads to view verified contact signals for Dan Zaveckas at Bayside Tax & Wealth, including work email, phone, and LinkedIn data when available.

What schools did Dan Zaveckas attend?

Dan Zaveckas holds Ba, Speech Communication from Suny Geneseo.

What skills is Dan Zaveckas known for?

Dan Zaveckas is listed with skills including Training, Leadership, Management, Financial Services, Coaching, Employee Engagement, Portfolio Management, and Strategy.

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