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Daniel Goren Location
Philadelphia, PA, US
Daniel Goren Work
Head of Operations @ (November 2025 - Present)
Head of Operations @ (November 2025 - May 2026)
Director, Open Architecture @ (June 2024 - November 2025)
Director | Product Data Administration, Manager Services @ (August 2022 - June 2024)
AVP | Product Data Administration @ (September 2018 - September 2022)
Supervisor|Product Data Administration @ (October 2017 - September 2018)
Sr. Operations Specialist @ (February 2016 - October 2017)
Sr. Operations Representative @ (November 2015 - February 2016)
Operations Representative @ (May 2010 - November 2015)
Store Manager @ Kids N' Kribs Inc (January 1999 - May 2010)
Intern @ Merrill Lynch Private Banking and Investment Group (June 2009 - August 2009)
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 and 1 mobile phone numbers on RocketReach.
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