Daniel Blecher Email & Phone Number
Chief Investment Officer and Portfolio Manager @ Pivot Investment Planning
Daniel Blecher Location
San Antonio, TX, US
Daniel Blecher Work
- 2024 - now Chief Investment Officer and Portfolio Manager @ Pivot Investment Planning
- 2015 - 2024 Portfolio Manager, Wealth Management Advisor, Vice President @ Merrill Lynch
- 2008 - 2015 Associate VP, Financial Advisor @ RBC Wealth Management
- 2003 - 2008 Financial Advisor @ Merrill Lynch
Daniel Blecher Education
- University of Texas at San Antonio
Masters of Business Administration, MBA (MBA)
2000 - 2004 - Texas Christian University
Bachelor's Degree
1992 - 1994
Daniel Blecher Summary
Daniel Blecher, based in San Antonio, TX, US, is currently a Chief Investment Officer and Portfolio Manager at Pivot Investment Planning. Daniel Blecher brings experience from previous roles at Merrill Lynch Wealth Management and RBC Wealth Management. Daniel Blecher holds a 2000 - 2004 Masters of Business Administration, MBA in MBA @ University of Texas at San Antonio. Daniel Blecher has 1 emails on RocketReach.
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