Daniel Goldsmith Email & Phone Number
Assistant Vice President @ Merrill Lynch
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Daniel Goldsmith Location
- White Plains, NY, US
Daniel Goldsmith Work
- 2008 -now Assistant Vice President @
- 2001 -2008 Account Vice President @
Daniel Goldsmith Education
- Iona University
BS (Public Accounting)
1980-1985 - Blessed Sacrament
Daniel Goldsmith Skills
- Wealth Management
- Alternative Investments
- Retirement Planning
- Investment Strategies
- Portfolio Management
- Asset Allocation
- Asset Management
- Bloomberg
- Equities
- Estate Planning
- Finance
- Fixed Income
- Hedge Funds
- Investments
- Mutual Funds
- Options
- Retirement
- Securities
- Series 63
- Series 7
- Small Business
- Strategic Planning
Daniel Goldsmith Summary
- Daniel Goldsmith, based in White Plains, NY, US, is currently a Assistant Vice President at Merrill Lynch. Daniel Goldsmith brings experience from previous roles at UBS. Daniel Goldsmith holds a 1980 - 1985 BS in Public Accounting @ Iona University. With a robust skill set that includes Wealth Management, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management and more. Daniel Goldsmith has 1 emails and 4 mobile phone numbers on RocketReach.
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