We are thrilled to welcome Dan De Mille as the newest member of our Three Seasons Wealth family, joining us as a Senior Wealth Manager. Dan brings over 15 years of distinguished experience in the brokerage and banking industry, specializing in serving high-net-worth individuals, including executives from leading tech companies like Apple and Salesforce. ? Dan's expertise extends to providing exceptional white glove service and sophisticated asset management solutions. He is adept at navigating the intricacies of complex tax and investment scenarios, as well as SEC reporting requirements for 144 reporting executives. His deep understanding of the tech sector's unique financial needs and challenges enriches our ability to tailor wealth management solutions for every client's unique situation. ? Beyond his professional accomplishments, Dan is passionate about building meaningful relationships and aims to be the go-to business partner for our clients, helping them grow and manage their family wealth effectively. His approach simplifies complex financial challenges into transparent and actionable solutions, perfectly aligning with our mission at Three Seasons Wealth. ? Please join us in welcoming Dan to our team! We are excited about the innovation and dedication he brings to enhancing our services for all clients, especially those in the technology sector. ? Feel free to connect with Dan here on LinkedIn or reach out to him at [email protected] or at (801) 319 6610 ? Welcome, Dan!
关于我们
Three Seasons Wealth is a full-service investment firm that focuses on total wealth accumulation and protection. We specialize in delivering comprehensive solutions that empower individuals and families to navigate the complexities of wealth management confidently. With our tailored services and expert guidance, we help clients achieve financial goals and build lasting legacies. Contact us: [email protected]
- 网站
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www.threeseasonswealth.com
Three Seasons Wealth的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Salt Lake City，Utah
- 类型
- 私人持股
- 创立
- 2023
地点
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主要
获取路线
111 E Broadway
Ste 1250
US，Utah，Salt Lake City，84111