Dan Zaveckas

Dan Zaveckas

Wealth Manager @Bayside Tax & Wealth

Port Washington, NY, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Oct 2024 — Present

Wealth Manager @Bayside Tax & Wealth

View department →

Port Washington, NY, US

EDUCATION

N/A

SUNY Geneseo

BA

SKILLS

Performance ManagementFinancial ServicesCrmChange ManagementProgram ManagementTraining FacilitationBankingPerformance ImprovementPerformance Consulting360 FeedbackOrganizational DevelopmentExecutive CoachingInsuranceManagementTime ManagementSalesOnboardingCustomer Relationship Management (Crm)TrainingStrategyEmployee EngagementFormerly Licensed (Series 4, 7, 9, 10, 24 & 63) by FinraLeadershipFormerly Licensed (Life, Accident, and Health Insurance) in New York StateDdi Targeted Selection FacilitatorWorkshop FacilitationInstructional DesignCoachingPortfolio Management

ABOUT DAN ZAVECKAS

A long history of helping families with their savings goals and maximizing returns on their bank-held assets. I utilize a hands-on approach to client relationships. Combining that with Bayside Tax & Wealth\'s extensive wealth management capabilities will provide my clients with even more resources to help them achieve their financial planning, income tax, and investment objectives. I work closely with a seasoned team in Port Washington, leveraging decades of investment and income tax experience to deliver personalized financial strategies for my clients. I will always strive to help families build and secure their financial futures.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Dan Zaveckas — Wealth Manager at Bayside Tax & Wealth in Port Washington, NY, US | Unifers