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 @
- 2012 -2015 VP: Investment Advisory Specialist @
- 2010 -2012 AVP: Internal Investment Advisory Specialist @
- 2005 -2010 Analyst - Incentive Compensation Programs @
- 2003 -2005 Retirement Special Distributions Representative @
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
- Mutual Funds
- ETFs
- Structured Products
- Capital Markets
- Strategy
- Microsoft Word
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.
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