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Dan Pasternack

Operations Manager, Financial Planning Analyst @ Wealth Strategies Group

Dan Pasternack Contact Details

Location:
Greater San Diego Area
Work:
Operations Manager, Financial Planning Analyst @ Wealth Strategies Group
Quality Control Analyst @ BofI Federal Bank
Wealth Investment Analyst @ Gupta Wealth Management
Education:
BA, Political Economics, History, Spanish @ Tulane University
About:

Banking, operations, investment and marketing analyst, financial planner and computer expert. Specialties: Microsoft Excel expert, Bloomberg, Morningstar Direct, math expert, experienced eMoney user, some computer programming experience. Also, more than a decade of coaching, teaching and tutoring experience. FINRA Series 7, 63 and 65

Operations Manager, Financial Planning Analyst @ Financial Planning Analyst and Operations Manager of financial 

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