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Daniel Breen Location
New York, NY, US
Daniel Breen Work
Portfolio Solutions Director @ (August 2024 - Present)
Vice President @ (January 2024 - Present)
AVP| Consulting Group Advisory Director @ (February 2022 - August 2024)
Sales Specialist @ (April 2020 - February 2022)
Registered Client Service Associate @ (August 2015 - April 2020)
Registered Client Service Associate @ (January 2014 - August 2015)
Assistant Manager @ Bagels and Beyond (June 2006 - June 2013)
College Intern @ Signet Investment Advisory Group (January 2013 - May 2013)
Financial Representative @ (June 2012 - July 2012)
Service and Control Assistant @ Pondfield Trip Service (September 2008 - September 2011)
Daniel Breen Education
Providence College
Marketing (Finance)
2009-2013
Fordham Preparatory School: Class of 2009
Activities and societies: Varsity Lacrosse
Daniel Breen Skills
Accounting
CRM
Daniel Breen Summary
Daniel Breen, based in New York, NY, US, is currently a Portfolio Solutions Director at Morgan Stanley. Daniel Breen brings experience from previous roles at Morgan Stanley. Daniel Breen holds a 2009 - 2013 Marketing in Finance @ Providence College. With a robust skill set that includes Accounting, CRM and more. Daniel Breen has 1 emails and 2 mobile phone numbers on RocketReach.
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