Daniel Holtzman Email & Phone Number
Managing Director @ Bank of America
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Daniel Holtzman Location
- New York, NY, US
Daniel Holtzman Work
- 2019 -now Managing Director @
- 2017 -2019 Managing Director and Head of Consumer Banking Strategy @
- 2016 -2017 Managing Director - Banking products @
- 2014 -2016 Head of Institutional Retirement Product Management @
- 2010 -2014 Chief Financial Officer - Global Wealth and Retirement Solutions @
- 2004 -2010 CFO for Investments and Trust divisions, and head of Analytics @
- 2000 -2004 Consultant @
- 1996 -1999 Consultant @
- 1989 -1993 Foreign Service Officer @
Daniel Holtzman Education
- The Wharton School 1993-1995
- University of Pennsylvania 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 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 2 mobile phone numbers on RocketReach.
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