Daniel Berkman Email & Phone Number
Director, Business Strategy @ Charles Schwab
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Daniel Berkman Location
- Texas, United States
Daniel Berkman Work
- 2023 -now Director, Business Strategy @
- 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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