2022 -2023 Director, Business Strategy - Ease of Doing Business, Digital Cross-Enterprise Platforms @
2020 -2022 Director, Business Strategy - Retail Experience and Integration @
2019 -2020 Director, Retail Business and Product Strategy and Analytics @
2016 -2019 Senior Manager, Retail Strategic Planning and Analytics @
2017 -2018 Chief of Staff to the President of Retail @
2015 -2016 Manager, Retail Strategy and Analytics @
2014 -2015 Associate, Business Planning and Analysis @
2012 -2014 Analyst, Executive Insights, Retail Strategy and Operations @
2012 -2012 Strategy Analyst, Wealth Management @
2011 -2012 Strategy Analyst, Strategy and Analysis @
2010 -2011 Commercial Real Estate Underwriter @
2008 -2011 Editor in Chief @ Punch Bowl Humor Magazine
2009 -2009 Real Estate Development Intern @ Redbrick Development Group
Daniel Berkman Education
University of Pennsylvania
BA (Economics, Consumer Psychology, Mathematics)
2007-2011
Bullis High School
High School Diploma
2003-2007
Daniel Berkman Skills
Microsoft Excel
Microsoft SQL Server
Microsoft Acces
Microsoft Powerpoint
Series 7
Series 66
Photoshop
InDesign
SQL
Strategy
Data Analysis
Finance
Global Management
Planning
Apollo
Retail
Daniel Berkman Summary
Daniel Berkman, based in Texas, United States, is currently a Director, Business Strategy at Charles Schwab. Daniel Berkman brings experience from previous roles at Charles Schwab and TD Ameritrade. Daniel Berkman holds a 2007 - 2011 BA in Economics, Consumer Psychology, Mathematics @ University of Pennsylvania. With a robust skill set that includes Microsoft Excel, Microsoft SQL Server, Microsoft Acces, Microsoft Powerpoint, Series 7 and more. Daniel Berkman has 3 emails and 2 mobile phone numbers on RocketReach.
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