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Daniel Boyle Location
Newtown, PA, US
Daniel Boyle Work
2025 -now Vice President of Global Sales @
2025 -now Strategic Advisor @
2022 -now Co-Founder @
2022 -2025 Regional Sales Director @
2019 -2022 Regional Sales Manager @
2016 -2019 Chief Operating Officer and Managing Partner, Capital Markets and Investment Banking @
2011 -2019 Institutional Equity Trader @
2017 -2019 President, Managing Partner @
2004 -2011 Company Commander @
Daniel Boyle Education
Temple University
Daniel Boyle Skills
Investments
Series 7
Equities
Series 63
Asset Management
Securities
Risk Management
Strategic Financial Planning
Investment Banking
Bloomberg
Alternative Investments
Investment Advisory
Bloomberg Terminal
Financial Services
Uniform Combined State Law
Valuation
Capital Markets
Mutual Funds
FINRA
Fixed Income
Trading Systems
Financial Markets
Equity Trading
Investment Strategies
Derivatives
Financial Modeling
Options
Retirement Planning
Financial Analysis
Wealth Management
Asset Allocation
Portfolio Management
Technical Analysis
Trading
Hedge Funds
FINRA Series 7, 63, & 55
Finra Series 7
Daniel Boyle Summary
Daniel Boyle, based in Newtown, PA, US, is currently a Vice President of Global Sales at Supply Wisdom. Daniel Boyle brings experience from previous roles at clewed., Spartan Endeavors, Cutover and Zscaler. Daniel Boyle holds a Temple University. With a robust skill set that includes Investments, Series 7, Equities, Series 63, Asset Management and more. Daniel Boyle has 3 emails and 2 mobile phone numbers on RocketReach.
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