About
Jennifer Dang is currently an Analyst at United Capital Financial Advisors, LLC, where she provides analytical support in investment research, portfolio management, and client advisory services. She works closely with financial advisors to develop strategies tailored to individual client needs, focusing primarily on wealth management for private clients and families within the United States.
Her expertise centers on financial planning and personal wealth management, with exposure to sectors such as retirement planning, private investments, and investment advisory solutions. Jennifer previously held analytical and administrative roles at Goldman Sachs Personal Financial Management, giving her experience in client service and operational aspects of private wealth management.
Jennifer holds a Bachelor’s Degree in Business Administration with a concentration in Entertainment and Tourism Management from California State University-Fullerton, equipping her with broad business and analytical skills. Her contributions to the industry include leveraging her operational experience to enhance the investment advisory process, with a nuanced understanding of retirement and personal finance sectors benefitting high-net-worth individuals and families.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| United Capital Financial Advisors, LLC | Analyst | Nov 2023 to Present | — |
| Goldman Sachs Personal Financial Management | Analyst | May 2023 to Nov 2023 | — |
| Goldman Sachs Personal Financial Management | Administrative Assistant | Oct 2021 to May 2023 | — |
| County of Orange | Information Processing Technician - Social Services Agency | Jan 2016 to Sep 2021 | • Provide support to Senior Social Service Supervisors with units of 6-8 Senior Social Workers, processing 20-30 cases per social worker. • Prepare and track reports and corresponding documents to ens... |
| The Kickin' Crab | Head Supervisor - Manager | May 2012 to Jul 2016 | • Supervised 20 staff members and resolved issues that occurred to build and maintain a comfortable, friendly, and safe environment for all employees and customers. • Maximized store sales and profit ... |
| Coast Concierge Service | Event Planning Assistant | Jul 2014 to Aug 2015 | • Partnered with event planner on high-paced projects, which included: planning, coordinating, and execution of events, ranging from 50-500 people. • Provided daily administrative support to team (e.g... |
| Law Offices of Blue Capital Law Firm | Receptionist - Assistant | Jan 2010 to Sep 2010 | • Assisted Attorney with process of bankruptcies, foreclosures, and bank loans. • Provided follow up or closure with clients' open or pending files. • Administered clerical duties such as information ... |
| Sanrio, Inc. | Sales Associate | Nov 2006 to Jul 2008 | • Assisted manager with training of new employees. • Experienced in providing excellent customer service and support. • Handled daily transactions of legal tenders and major credit cards. • Responsibl... |
Education
California State University-Fullerton
Bachelor's Degree, Business Administration with Concentration in Entertainment and Tourism Management
2011 — 2014
Westminster High School
High School
2004 — 2008
Others at United Capital Financial Advisers, LLC (9)
| Name | Role | Location |
|---|---|---|
 | Sr Research Analyst | Seattle, WA , United States |
 | Senior Analyst | Dallas, TX , United States |
 | Chief Investment Officer | Kansas City, MO , United States |
A Ashley Heineman | Associate | Plano, TX , United States |
 | Senior Trader | TX , United States |
N Nick Dumitru | Portfolio Analyst | Dallas, TX , United States |
 | Analyst | TX , United States |
R Regina Odel | Trader | Denver, CO , United States |
 | Operations Specialist | Roanoke, TX , United States |
