Dan Monroe Email

Director - CIO Fixed Income Business Strategy @ Merrill Lynch

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Dan Monroe Location

Florida, United States

Dan Monroe Work

2015 - now Director - CIO Fixed Income Business Strategy @ Merrill Lynch
2012 - 2015 VP: Investment Advisory Specialist @ Merrill Lynch
2010 - 2012 AVP: Internal Investment Advisory Specialist @ Merrill Lynch

2005 - 2010 Analyst - Incentive Compensation Programs @ Merrill Lynch
2003 - 2005 Retirement Special Distributions Representative @ Merrill Lynch

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Dan Monroe Education

Penn State University
Master of Management (Strategic Management and Executive Leadership)
2021 - 2026
Wharton Executive Education
Certified Investment Management Analyst Program
2014 - 2014
Rowan University
B.A. (Economics)
1997 - 2001

Dan Monroe Skills

Portfolio Management
Investment Management
Fixed Income

Wealth Management
Equities
Alternative Investments
Hedge Funds
Bloomberg
Derivatives
Asset Allocation

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Dan Monroe Summary

Dan Monroe, based in Florida, United States, is currently a Director - CIO Fixed Income Business Strategy at Merrill Lynch. Dan Monroe brings experience from previous roles at Merrill Lynch. Dan Monroe holds a 2021 - 2026 Master of Management in Strategic Management and Executive Leadership @ Penn State University. With a robust skill set that includes Portfolio Management, Investment Management, Fixed Income, Wealth Management, Equities and more. Dan Monroe has 1 emails on RocketReach.

Dan Monroe Emails

Found 1 emails

@gmail.com

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Dan Monroe

Director - CIO Fixed Income Business Strategy at Merrill Lynch

Florida, United States
1
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