Dan Berner Email & Phone Number
President and Portfolio Manager
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Dan Berner Location
- Redding, CT, US
Dan Berner Work
- President and Portfolio Manager @ Caissa Capital Management Inc. (December 2018 - Present)
- Senior Product Manager @ Thasos Group (May 2018 - November 2018)
- Executive Director, Principal Strategies @ (December 1997 - May 2017)
Dan Berner Education
- Data Science for Finance & Algorithmic Trading: General Assembly, Udemy, Quantopian 2017-2018
- Columbia University
Bachelor of Arts (Mathematics-Economics)
1994-1997
Dan Berner Skills
- Mentoring
- Management
- Equities
- Trading
- Data Science
- Bloomberg
- Electronic Trading
- Interpersonal Communication
- Portfolio Management
- Options
- Business Relationship Management
- Trading Strategies
- Capital Markets
- Algorithms
- Proprietary Trading
- Derivatives
- Quantitative Models
- Financial Markets
- Investments
- Trading Systems
- Financial Analysis
- Hedge Funds
- Leadership
- Algorithm Optimization
- Risk Management
- Financial Services
- ETFs
- Fixed Income
- Trading Operations
- Asset Management
- Asset Allocation
- Series 7
- Series 63
- Series 55
- Business Development
- Machine Learning
- Python
- Scikit-Learn
- NumPy
- Panda
- Matplotlib
- Data Visualization
- SQL
- Microsoft Excel
- Microsoft PowerPoint
- Valuation
- Sales
- Product Management
- Artificial Intelligence (AI)
- Claude Cowork
- OpenAI Codex
- Prompt Engineering
Dan Berner Summary
- Dan Berner, based in Redding, CT, US, is currently a President and Portfolio Manager at Caissa Capital Management Inc.. Dan Berner brings experience from previous roles at Thasos Group and Oppenheimer & Co. Inc.. Dan Berner holds a 2017 - 2018 Data Science for Finance & Algorithmic Trading: General Assembly, Udemy, Quantopian. With a robust skill set that includes Mentoring, Management, Equities, Trading, Data Science and more. Dan Berner has 2 emails and 1 mobile phone numbers on RocketReach.
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