Daniel Goren Email & Phone Number
Head of Operations @ Field
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Daniel Goren Location
- Philadelphia, PA, US
Daniel Goren Work
- 2025 -now Head of Operations @
- 2025 -2026 Head of Operations @
- 2024 -2025 Director, Open Architecture @
- 2022 -2024 Director | Product Data Administration, Manager Services @
- 2018 -2022 AVP | Product Data Administration @
- 2017 -2018 Supervisor|Product Data Administration @
- 2016 -2017 Sr. Operations Specialist @
- 2015 -2016 Sr. Operations Representative @
- 2010 -2015 Operations Representative @
- 1999 -2010 Store Manager @ Kids N' Kribs Inc
- 2009 -2009 Intern @ Merrill Lynch Private Banking and Investment Group
Daniel Goren Education
- Penn State University
BS (Financial Services)
2004-2009 - Harriton High School 1999-2002
- Penn State University
Bachelor of Science (Business; Concentration Financial Services)
Daniel Goren Skills
- PowerPoint
- Fixed Income
- Office
- Process Improvement
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Microsoft Office
- FINRA
- Microsoft Word
- Investment Strategies
- Risk Management
- Asset Management
- Microsoft Excel
- Security Apl
- Customer Service
- Management
- ETFs
- Analysis
- Series 7
- Securities
Daniel Goren Summary
- Daniel Goren, based in Philadelphia, PA, US, is currently a Head of Operations at Field. Daniel Goren brings experience from previous roles at iAltA, Orion and Envestnet, Inc. Daniel Goren holds a 2004 - 2009 BS in Financial Services @ Penn State University. With a robust skill set that includes PowerPoint, Fixed Income, Office, Process Improvement, Asset Allocation and more. Daniel Goren has 1 emails on RocketReach.
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Tom Kerr
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