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Daniel Altman Location
New York, NY, US
Daniel Altman Work
Vice President @ (April 2022 - Present)
Associate Director @ (October 2018 - April 2022)
Financial Advisor @ (March 2016 - September 2018)
Registered Associate @ (April 2014 - March 2016)
Equities Data Analyst @ (October 2013 - March 2014)
Portfolio Management Intern @ (September 2012 - January 2013)
Property Management Intern @ Sackman Enterprises, Inc. (June 2012 - August 2012)
Wealth Management Intern @ (January 2012 - May 2012)
Portfolio Management Intern @ (June 2011 - September 2011)
Application Specialist Intern @ (June 2010 - August 2010)
Daniel Altman Education
Trinity College-Hartford
Bachelor of Arts (B.A.) (Economics, Legal Studies)
2009-2013
Princeton Day School
High School Degree
2003-2009
Daniel Altman Skills
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Customer Service
Teamwork
Financial Analysis
Research
Facebook
Event Planning
Bloomberg Terminal
Sales
Social Networking
Strategic Planning
Series 7
Series 66
Daniel Altman Summary
Daniel Altman, based in New York, NY, US, is currently a Vice President at Offit Capital Advisors. Daniel Altman brings experience from previous roles at Cohen & Steers, Morgan Stanley and Bloomberg LP. Daniel Altman holds a 2009 - 2013 Bachelor of Arts (B.A.) in Economics, Legal Studies @ Trinity College-Hartford. With a robust skill set that includes Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service and more. Daniel Altman has 3 emails on RocketReach.
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