Daniel Fritz Email & Phone Number
Client Executive, Wealth Services @ BNY
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Daniel Fritz Location
- Berwyn, PA, US
Daniel Fritz Work
- Client Executive, Wealth Services @ (February 2022 - Present)
- Head of Managed Accounts Middle Office @ (May 2017 - February 2022)
- Director, Product Management @ (February 2014 - April 2017)
- Director, New Client Implementations and Asset Conversions @ (July 2010 - January 2014)
- Vice President, Business Solutions and Operations @ (January 2006 - July 2010)
- Senior Manager, Enterprise Integration @ (October 2003 - December 2005)
- Co-Founder and Entrepreneur @ (August 1999 - September 2003)
- Analyst @ Persimmon Capital Management, LP (May 1999 - January 2000)
- Intern and Analyst @ (January 1998 - January 1999)
Daniel Fritz Education
- Villanova School of Business
Master of Business Administration - MBA
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 BNY and PNC Global Investment Servicing. Daniel Fritz holds a 2018 - 2022 Master of Business Administration - MBA @ 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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