Dan Gorman Email & Phone Number
Portfolio Manager @ Welch & Forbes LLC
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Dan Gorman Location
- Southborough, MA, US
Dan Gorman Work
- 2018 -now Portfolio Manager @
- 2012 -2018 Managing Director, Research and Portfolio Management @ Thomas Partners Inc
- 2008 -2012 Portfolio Manager, High Net Worth Group @ US Trust, Bank of America
- 2006 -2008 Advisor @
- 2005 -2006 Research Analyst (Full Time Co-op) @ Highmount Capital
- 2003 -2005 Junior Financial Analyst (Two Co-op Periods) @
Dan Gorman Education
- Northeastern University - Graduate School of Business Administration
Master of Science in Finance (Investments and Securities)
2009-2011 - Northeastern University
Bachelor of Science degree (Business Administration; Finance)
2001-2006 - St John's
High School (Shrewsbury)
1997-2001
Dan Gorman Skills
- Portfolio Management
- Investments
- Finance
- Hedge Funds
- Asset Allocation
- Due Diligence
- Financial Analysis
- Asset Management
- Mutual Funds
- Paychex
- Investment Management
- Sales Manager
Dan Gorman Summary
- Dan Gorman, based in Southborough, MA, US, is currently a Portfolio Manager at Welch & Forbes LLC. Dan Gorman brings experience from previous roles at Thomas Partners Inc, US Trust, Bank of America, Northwestern Mutual and Highmount Capital. Dan Gorman holds a 2009 - 2011 Master of Science in Finance in Investments and Securities @ Northeastern University - Graduate School of Business Administration. With a robust skill set that includes Portfolio Management, Investments, Finance, Hedge Funds, Asset Allocation and more. Dan Gorman has 2 emails and 1 mobile phone numbers on RocketReach.
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