Daniel Chang Email & Phone Number
Senior Institutional Analyst @ Georgeson
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Daniel Chang Location
- Philadelphia, PA, US
Daniel Chang Work
- 2022 - now Senior Institutional Analyst @
- 2012 - 2022 Investment Stewardship Analyst @
- 2007 - 2012 Legal Analyst @
- 2004 - 2007 Participant Services Representative and Fund Financial Services Representative @
Daniel Chang Education
- Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.) (Business Law)
1995 - 1999 - Undergraduate
Bachelor of Business Administration (B.B.A.)
1995 - 1999
Daniel Chang Skills
- Legal Review
- Customer Relationship Management (CRM)
- Investor Reporting
- Legal Analysis
- Legal Document Analysis
- Written Communication
- Institutional Investments
- Strategic Communications
- Legal Document Preparation
- Proxy Voting
- Proxy Contests
- Communication
- Writing
- Research Skills
- Analytical Skills
- Agile Methodologies
- Financial Analysis
- Mergers & Acquisitions (M&A)
- Requirements Analysis
- Data Analysis
- FINRA
- Securities
- Series 63
- Mutual Funds
- Securities Regulation
- ERISA
- Series 6
- Legal Writing
- Legal Research
- Corporate Governance
- Class Actions
- Financial Modeling
- Project Management
- Business Analysis
- Investments
- Banking
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Credit
- Portfolio Management
- Wealth Management
- Financial Planning
- Loans
- Series 7
- Credit Analysis
- Commercial Banking
- Wealth
- Risk Management
- Underwriting
- Finance
- Private Banking
- Insurance
Daniel Chang Summary
- Daniel Chang, based in Philadelphia, PA, US, is currently a Senior Institutional Analyst at Georgeson. Daniel Chang brings experience from previous roles at Vanguard. Daniel Chang holds a 1995 - 1999 Bachelor of Business Administration (B.B.A.) in Business Law @ Temple University - Fox School of Business and Management. With a robust skill set that includes Legal Review, Customer Relationship Management (CRM), Investor Reporting, Legal Analysis, Legal Document Analysis and more. Daniel Chang has 3 emails and 1 mobile phone numbers on RocketReach.
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