Senior Compliance Consultant @ (August 2010 - September 2011)
Daniel Backman Education
University of New Haven
Executive MBA
2016-2018
University of New Haven
finance (Finance and Financial Management Services)
1999-2003
Daniel Backman Skills
401k
401k Rollovers
Alternative Investments
Asset Allocation
Asset Managment
ETFs
Employee Benefits
Equities
Estate Planning
FINRA
Finance
Financial Advisory
Financial Analysis
Financial Modeling
Financial Planners
Financial Risk
Financial Services
Fixed Annuities
Fixed Income
IRAs
Insurance
Investment Advisory
Investment Management
Investment Strategies
Investments
Life Insurance
Long-term Care
Management
Mutual Funds
Pensions
Portfolio Management
Relationship Management
Retirement
Retirement Planning
Risk Management
Roth IRA
Securities
Separately Managed Accounts
Series 6
Series 63
Series 65
Series 7
Strategic Financial Planning
Variable Annuities
Wealth
Wealth Management
Daniel Backman Summary
Daniel Backman, based in Greenwich, CT, US, is currently a Assistant Vice President, Product Marketing at iCapital at iCapital. Daniel Backman brings experience from previous roles at Prudential Financial and Fidelity Investments. Daniel Backman holds a 2016 - 2018 Executive MBA @ University of New Haven. With a robust skill set that includes 401k, 401k Rollovers, Alternative Investments, Asset Allocation, Asset Managment and more. Daniel Backman has 1 emails on RocketReach.
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