Dan Corello
Entrepreneurs | Family Businesses | Venture | IPOs | Mergers & Acquisitions | Early-stage Investor
- Role
- Vice President Financial Advisor at Bernstein Private Wealth Management
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Dan Corello
Discover > Strategize > Execute > Live your LifestyleIn my business, I focus on serial entrepreneurs and business owners—those who are building businesses, selling them, and then taking on new ventures. My clients know they need to think about an exit from a business perspective or investor directive, but many don’t realize what it means to them from a personal standpoint. They have been so involved in their company, they’ve neglected the other stuff. I work with my clients helping them discover and familiarize themselves with where they are and what lies ahead. Once we’ve identified their current position in the business cycle, and how that meshes with their personal and financial life, we then strategize—this could be on a variety of ideas, such as tax savings, seeding their next venture, gifting to family, investing for a legacy, the list goes on. Once we’ve created a plan, it’s then time to execute on the strategies we’ve put in place so that my clients may live the lifestyle they’ve always dreamed of. This is when the fun begins! As an investor in early stage companies, what drives me is being able to help others grasp what the transition of their business means to them, their loved ones, and what they\'re passionate about. What facilitates a connection with my clients is being able to enjoy shared passions. Sports, healthy lifestyle, outdoor experiences and travel are how I spend time with my family and friends. When not traveling, you can catch my wife, Danielle, our sons Luca & Julian, daughter Scarlett, and chocolate lab Sadie, exploring all Dallas has to offer.
Experience
Vice President Financial Advisor
Bernstein Private Wealth Management
Jan 2017 — Present · Dallas, TX, US
Dallas, Texas
Education
University of Pittsburgh
BS
2004 — 2008
Skills
- Series 7
- Mutual Funds
- Alternative Investments
- Separately Managed Accounts
- Portfolio Management
- Investments
- Wholesaling
- Entrepreneurship
- Retirement
- Strategic Financial Planning
- 401k
- Financial Services
- Fixed Annuities
- Retirement Planning
- Asset Managment
- Business Development
- Wealth Management
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