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Dan Corello
Dan Corello
Vice President Financial Advisor | Bernstein Private Wealth Management
Dallas, Texas, United States
Dan Corello
Summary
Dan Corello is a seasoned financial advisor and entrepreneur specializing in guiding serial entrepreneurs and family businesses through critical transitions. With a focus on exit strategies and personal financial planning, he helps clients navigate the complexities of business ownership while ensuring they align their personal goals with their financial aspirations. His expertise in wealth management and early-stage investments positions him as a valuable partner for those looking to innovate and grow. Dan is passionate about creating tailored strategies that not only enhance financial outcomes but also foster a fulfilling lifestyle for his clients. Outside of work, he enjoys spending quality time with his family and exploring the vibrant culture of Dallas, Texas. With a strong educational background in finance from the University of Pittsburgh, he combines academic knowledge with practical experience to deliver exceptional service.
Dan Corello
Work Experience
Vice President Financial Advisor at
Bernstein Private Wealth Management
January 2017 - Present
Regional Consultant - TX, OK, LA at
Federated Hermes
January 2008 - January 2016
Dan Corello
Education
January 2004 - January 2008
Frequently Asked Questions about Dan Corello
What is Dan Corello email address?
Dan Corello's primary email address is **************@bernstein.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Dan Corello work for?
Dan Corello is a Vice President Financial Advisor at Bernstein Private Wealth Management, a company specializing in Monetary Authorities-Central Bank.
Where Dan Corello graduated from?
Dan Corello holds a degree in Finance from University of Pittsburgh.
How can I directly contact Dan Corello?
To contact Dan Corello directly, you can use the email address **************@bernstein.com. Complete contact information is available upon registration with Muraena.
Who is Dan Corello?
Dan Corello is a seasoned financial advisor and entrepreneur specializing in guiding serial entrepreneurs and family businesses through critical transitions. With a focus on exit strategies and personal financial planning, he helps clients navigate the complexities of business ownership while ensuring they align their personal goals with their financial aspirations. His expertise in wealth management and early-stage investments positions him as a valuable partner for those looking to innovate and grow. Dan is passionate about creating tailored strategies that not only enhance financial outcomes but also foster a fulfilling lifestyle for his clients. Outside of work, he enjoys spending quality time with his family and exploring the vibrant culture of Dallas, Texas. With a strong educational background in finance from the University of Pittsburgh, he combines academic knowledge with practical experience to deliver exceptional service.
Dan`s contact details
**************@bernstein.com
Colleagues
Vice-President, Private Wealth Management
Wealth Advisor, Vice President
Vice President
Principal
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National Managing Director
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