Dan Neiman
Partner, CFO--Independent Solutions--Neiman Funds--Peak Reps--
- Role
- Partner at Neiman Funds
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Partner
Jan 2016 — Present · West Palm Beach, FL, US
Holding company of Peak Brokerage Services and Blackridge Asset Management
Skills
- Wealth Management Services
- Asset Allocation
- Asset Management
- Investment Strategies
- Wealth
- High Net Worth Individuals
- Manager Selection
- Separately Managed Accounts
- Asset Managment
- Securities
- Financial Planning
- Investment Management
- Estate Planning
- Equity Research
- Financial Analysis
- Retirement
- Investment Advisory
- Options
- Finance
- Value Investing
- Wealth Management
- Bonds
- Fund of Funds
- Financial Advisory
- Equities
- Equity Valuation
- Investment Advisory Services
- Mutual Funds
- Financial Services
- Options Strategies
- Investments
- Tactical Asset Allocation
- Portfolio Management
- Iras
- Fixed Income
- Trading
- Endowments
- Strategic Financial Planning
- Series 65
- Etfs
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