Dan Forman Email & Phone Number

Senior Equity Research Analyst - Technology Sector @ Concentric Capital Strategies, LP

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Dan Forman Location

New York, NY, US

Dan Forman Work

2023 - now Senior Equity Research Analyst - Technology Sector @ Concentric Capital Strategies, LP
2021 - 2023 Equity Research Analyst - Technology sector @ Tobar Asset Management
2016 - 2021 Global Technology Sector Specialist @ MKM Partners, Olivetree Financial, Maxim

2012 - 2016 Portfolio Manager @ Wedbush Securities
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2009 - 2012 Portfolio Manager @ SaddlePoint Investment Advisors
2006 - 2009 Technology Sector Specialist @ Morgan Stanley
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2005 - 2006 Small Cap Specialty Sales @ Morgan Stanley
2000 - 2005 Senior VP Institutional Equity Sales @ Wedbush Securities
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Dan Forman Education

UCL
History (History)
1989 - 1989
Fordham University School of Law
JD (Law)
Colby College
BA (Political Science)

The Wheeler School

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Dan Forman Skills

Portfolio Management
Investments
Hedge Funds

Alternative Investments
Equities
Equity Research
Technical Analysis
Bloomberg
Financial Modeling
Buy-side

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Dan Forman Summary

Dan Forman, based in New York, NY, US, is currently a Senior Equity Research Analyst - Technology Sector at Concentric Capital Strategies, LP. Dan Forman brings experience from previous roles at Tobar Asset Management, MKM Partners, Olivetree Financial, Maxim, Wedbush Securities and SaddlePoint Investment Advisors. Dan Forman holds a 1989 - 1989 History in History @ UCL. With a robust skill set that includes Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equities and more. Dan Forman has 1 emails on RocketReach.

Dan Forman Emails

Found 1 emails

@gmail.com

Dan Forman Phone Numbers

Found 2 phone numbers

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