Daniel Goldschmidt Email & Phone Number
Senior Vice President, Financial Advisor @ A.G.P./Alliance Global Partners
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Daniel Goldschmidt Location
- New York, NY, US
Daniel Goldschmidt Work
- 2021 -now Senior Vice President, Financial Advisor @
- 2015 -2021 Senior Vice President, CFP, CRPC @
- 2005 -2015 Senior Financial Advisor and AVP @
- 1991 -2000 Senior Regional Attorney @
- 1983 -1987 Associate @
Daniel Goldschmidt Education
- Columbia University
Bachelor of Arts (B.A.) (English; Economics)
- New York University School of Law
Doctor of Law (J.D.) (Banking, Corporate, Finance, and Securities Law)
Daniel Goldschmidt Skills
- Retirement Planning
- Wealth Management
- Investment Advisory
- Retirement Income Strategies
- Series 7
- Finance
- Loans
- Financial Advisory
- Investments
- Mortgage Lending
- Retirement
- Securities
- Series 63
- Financial Analysis
- Alternative Investments
- Series 65
- Financial Modeling
- Asset Management
- Asset Allocation
- Investment Strategies
- Portfolio Management
- Certified Financial Planner
- Banking
- Management
- Microsoft Excel
- Marketing
- Business Development
- Retirement Income
- Certified Financial
Daniel Goldschmidt Summary
- Daniel Goldschmidt, based in New York, NY, US, is currently a Senior Vice President, Financial Advisor at A.G.P./Alliance Global Partners. Daniel Goldschmidt brings experience from previous roles at Aegis Capital Corp., Merrill Lynch, FDIC and Cadwalader, Wickersham &Taft. Daniel Goldschmidt holds a Bachelor of Arts (B.A.) in English; Economics @ Columbia University. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Advisory, Retirement Income Strategies, Series 7 and more. Daniel Goldschmidt has 1 emails and 2 mobile phone numbers on RocketReach.
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Top A.G.P./Alliance Global Partners Employees
Stephen Colavito Jr.
CIO
Orlando, FL, US
Jake Sekelsky
Managing Director, Senior Research Analyst
New York, NY, US
Ted Lellos
Managing Director of Investments
New York, NY, US
Eric Strominger
Managing Director Wealth Management
New York, NY, US
Jonathan Kurtin
Managing Director, Head of Equity Research Sales
New York, NY, US
Oren Barack
Managing Director: Fixed Income
New York, NY, US
Aaron Grey
Managing Director, Equity Research
New York, NY, US
Craig Klein
Chief Financial Officer
New York, NY, US
Riccardo Rainieri
Managing Director
New York, NY, US
Elias Pritsoulis
Managing Director Investments
New York, NY, US
Phillip Michals
CEO and Executive Chairman
New York, NY, US
Fred Pisculli
Managing Director
New York, NY, US
Rodney Ibrahim
Managing Director
New York, NY, US
Gaurav Mehta
Managing Director, Senior Equity Research Analyst
New York, NY, US
Elizabeth T.
Managing Director, Institutional Sales
New York, NY, US
Paul Morse
Managing Director
New York, NY, US
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