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Dan Newman

Financial Advisor at Hayes Financial, Inc.
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About Dan Newman

Dan Newman is Financial Advisor of Hayes Financial, Inc. based in 99 Almaden Ave San Jose, CA 95118, US. Previously worked at Charles Schwab as a VP, Financial Consultant. Hayes Financial, Inc. is a Finance, Funds and Trusts company in 99 Almaden Ave San Jose, CA 95118, US with 4 employees.

Dan Newman has 18 years of professional experience, with an average of 3 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they have Fortune 500 company experience.

Dan Newman holds a bachelors,bachelor of science degree from wheaton college, with 18 years since graduation. Their career does not include experience at a global enterprise, with a base location in san jose, california, united states, us.

Dan Newman Social
Dan Newman Work
Dan Newman have been working for 18 years. Currently Dan Newman is the Financial Advisor @Hayes Financial, Inc., with experience in VP, Financial Consultant @Charles Schwab
Financial Advisor
Oct 2016 - Present · 8 years and 9 months
VP, Financial Consultant
Jan 2014 - Oct 2016 · 2 years and 9 months
Financial Consultant
Jun 2012 - Jan 2014 · 1 years and 7 months
About Dan Newman's Current Company
2-10 Employees

Hayes Financial, Inc., operates from its headquarter in 99 Almaden Ave San Jose, CA 95118, US. The company operates in the Finance, Funds and Trusts sector.

Hayes Financial, Inc. specializes in Customized investment strategies, Sophisticated financial planning, Thoughtful financial management, and offers services including Investment advice, Financial advice, and Customized financial planning.

Year Founded
N/A
Social Media
Linkedin
Company Type
CORPORATION
Tax Code
company number / C3551297
Primary Industry
Finance, Funds and Trusts
HQ Location
99 Almaden Ave San Jose, CA 95118, US
Expertise
Customized investment strategiesSophisticated financial planningThoughtful financial management
Solutions
Investment adviceFinancial adviceCustomized financial planning
Keywords
Investment ManagementInvestment AdvisoryIndependent Financial AdvisorFinancial PlanningWealth ManagementFinancial AdvisoryPortfolio ManagementCustomized InvestingFiduciary AdvisorFinancial Consulting
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Dan Newman Education

Dan Newman completed at wheaton college (2005 - 2008)

wheaton college
2005 - 2008

Dan Newman Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Dan Newman found in 2025.

  • Email AddressD**@hfinancial.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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