Dana Weinstein is a eficient professional, that works in Mariner Wealth Advisors main office of which is in 49. on the position of Director and Senior Wealth Advisor since 2019. Dana gained professional experience in more than six positions at different companies. Dana Weinstein went to the University of Houston and received education from 1995 to 1997. Dana has professional qualifications: Cpa, Jd, Llm and Texas State Board of Public Accountancy. Sugar Land, Texas is the area, where this expert was lastly known to be situated. Their email address and phone can be easily accessed through this website on demand.
Name variants:
Dana Weinstein
Contact Information
Last Update
Jul 5, 2022
Email
da**@patriotwealth.com
Location
Sugar Land, TX
Company
Workplace
Director and Senior Wealth Advisor
Leawood, KS
Industry
Financial Services, Wealth Advisor, Investment Advisory Service
Colleagues
Work History
Director and Senior Wealth Advisor
5700 west 112Th St SUITE 200, Overland Park, KS 66210
from Jan 2019
Principal
1800 Bering St SUITE 250, Houston, TX 77003
Patriot Wealth Management, Inc. ("Patriot") is a comprehensive financial management firm and a SEC Registered Investment Advisor. Our firm provides objective financial advice and tailors rec...
Sep 2004 — Dec 2018
Financial Advisor
791 Town And Country Blvd SUITE 250, Houston, TX 77024
Jan 1995 — Jun 1998
Education
1995 — 1997
1989 — 1992
1985 — 1989
Occupations
Executive
Director
Advisor
Professor
School Principal
Operations Manager
School Administrator
Educational Manager
Skills
Investments
Asset Management
Portfolio Management
Strategic Planning
Management
Strategy
Business Strategy
Leadership
Financial Analysis
Estate Planning
FAQs about Dana Weinstein
What's the main profession of Dana Weinstein?
Dana is a Director and Senior Wealth Advisor.
What are the main profession of Dana?
These person's professions are Executive and Director
Where does Dana Weinstein live?
Dana currently lives in Sugar Land, Texas.
What is Dana's email?
Dana Weinstein's email is da**@patriotwealth.com.
Where did Dana Weinstein work?
Dana worked at Mariner Wealth Advisors, Patriot Wealth Management, Inc..
What education does Dana Weinstein have?
Dana studied at the University of Houston from 1995 to 1997.
What are the certifications of Dana Weinstein?
Dana received the following certifications: Cpa, Jd, Llm and Texas State Board of Public Accountancy.
Are there any special industries Dana Weinstein works in?
This person works in Investment Management industry.