Dan Whitaker
Client Relationship Associate
Dan Whitaker joined West Bearing Investments in 2019 and works as a client relationship associate. He assists clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests.
Before coming to work for West Bearing, Dan worked as an associate delivery manager for the Tesla Motors. While at Tesla he worked to overhaul structure and organizational processes in order to improve efficiencies and improve customer satisfaction.
Dan holds his B.S. in finance with a minor in marketing from DePaul University where he graduated magna cum laude, and he earned his M.B.A. in with a concentration in Management from Saint Peter’s University.
In his time away from the office, he enjoys traveling, anything automotive related and enjoying the great outdoors with his husband and dogs.