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Daniel Altman Location
New York, NY, US
Daniel Altman Work
2022 -now Vice President @
2018 -2022 Associate Director @
2016 -2018 Financial Advisor @
2014 -2016 Registered Associate @
2013 -2014 Equities Data Analyst @
2012 -2013 Portfolio Management Intern @
2012 -2012 Property Management Intern @ Sackman Enterprises, Inc.
2012 -2012 Wealth Management Intern @
2011 -2011 Portfolio Management Intern @
2010 -2010 Application Specialist Intern @
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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