Daniel Holtzman Email & Phone Number
Managing Director @ Bank of America
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Daniel Holtzman Location
- New York, NY, US
Daniel Holtzman Work
- Managing Director @ (September 2019 - Present)
- Managing Director and Head of Consumer Banking Strategy @ (May 2017 - September 2019)
- Managing Director - Banking products @ (January 2016 - April 2017)
- Head of Institutional Retirement Product Management @ (August 2014 - January 2016)
- Chief Financial Officer - Global Wealth and Retirement Solutions @ (February 2010 - July 2014)
- CFO for Investments and Trust divisions, and head of Analytics @ (January 2004 - February 2010)
- Consultant @ (January 2000 - January 2004)
- Consultant @ (January 1996 - December 1999)
- Foreign Service Officer @ (January 1989 - January 1993)
Daniel Holtzman Education
- The Wharton School
MBA (Finance)
1993-1995 - University of Pennsylvania
BA (History)
1984-1988
Daniel Holtzman Skills
- Asset Managment
- Banking
- Business Development
- Business Strategy
- Consulting
- Team Management
- Finance
- Asset Management
- Project Management
- Research
- Business Analysis
- Investments
- Microsoft Excel
- Product Management
- Services
- Customer Service
- Financial Services
- Institutional
Daniel Holtzman Summary
- Daniel Holtzman, based in New York, NY, US, is currently a Managing Director at Bank of America. Daniel Holtzman brings experience from previous roles at Bank of America and Bank of America Merrill Lynch. Daniel Holtzman holds a 1993 - 1995 MBA in Finance @ The Wharton School. With a robust skill set that includes Asset Managment, Banking, Business Development, Business Strategy, Consulting and more. Daniel Holtzman has 3 emails and 1 mobile phone numbers on RocketReach.
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