Wealthfront
Danes Medins has extensive experience in financial operations and advisory roles, currently serving as Operations Manager and previously as Operations Specialist at Wealthfront since September 2016. Prior to this, Danes held several positions at E*TRADE from April 2012 to August 2016, including Branch Operations Manager, where responsibilities encompassed overseeing branch operations and coaching Financial Consultants, and Financial Consultant, focused on developing strategies for high net worth clients. Experience also includes serving as a Financial Advisor at Merrill Lynch, where client sourcing and relationship management were key, and roles at Bank of America, progressing from Senior Personal Banker to Personal Banker, emphasizing sales training and exceptional customer service. Early career experience includes a role as a Financial Advisor at Ameriprise Financial Services, Inc. Danes Medins holds a Master's degree in Business Administration with a focus on Management and Operations from California Pacific University and a Bachelor's degree from California State University, Long Beach.
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Wealthfront
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Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. Through the power of automation, they deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth.