Daniel Fritz Email & Phone Number
Client Executive, Wealth Services @ BNY
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Daniel Fritz Location
- Berwyn, PA, US
Daniel Fritz Work
- 2023 -now Board Member @ VSB (Villanova School of Business) Graduate Alumni Association
- 2022 -now Client Executive, Wealth Services @
- 2017 -2022 Head of Managed Accounts Middle Office @
- 2014 -2017 Director, Product Management @
- 2010 -2014 Director, New Client Implementations and Asset Conversions @
- 2006 -2010 Vice President, Business Solutions and Operations @
- 2003 -2005 Senior Manager, Enterprise Integration @
- 1999 -2003 Co-Founder and Entrepreneur @
- 1999 -2000 Analyst @
- 1998 -1999 Intern and Analyst @
Daniel Fritz Education
- Villanova School of Business
Master of Business Administration - MBA (Actively enrolled in part-time MBA program.)
2018-2022 - The Wharton School
Securities Industry Institute (SII) by SIFMA
2017-2019 - University of Pittsburgh
BS (Finance)
1995-1999
Daniel Fritz Skills
- Series 7
- Series 24
- Product Development
- Product Management
- Enterprise Software
- Start-ups
- Portfolio Management
- Separately Managed Accounts
- Unified Managed Accounts
- Key Client Relationships
- Data Mining
- Business Process Design
- Software Development Methodologies
- Business Strategy
- Portfolio Accounting
- Business Analysis
- Mutual Funds
- Business Intelligence
- Program Management
- Leadership
- Management
- Entrepreneurship
- Executive Management
- Financial Services
- Process Improvement
- Business Process Improvement
- Trading
- Banking
- Sales
- Start Ups
- Engineering
- Change Management
- Data Conversion
- SQL
Daniel Fritz Summary
- Daniel Fritz, based in Berwyn, PA, US, is currently a Client Executive, Wealth Services at BNY. Daniel Fritz brings experience from previous roles at VSB (Villanova School of Business) Graduate Alumni Association and BNY. Daniel Fritz holds a 2018 - 2022 Master of Business Administration - MBA in Actively enrolled in part-time MBA program. @ Villanova School of Business. With a robust skill set that includes Series 7, Series 24, Product Development, Product Management, Enterprise Software and more. Daniel Fritz has 2 emails and 1 mobile phone numbers on RocketReach.
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