Daniel Holzman Email & Phone Number
Assistant Vice President | Financial Soluions Advisor @ Merrill Lynch
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Daniel Holzman Location
- Spring, TX, US
Daniel Holzman Work
- Assistant Vice President | Financial Soluions Advisor @ (September 2026 - Present)
- Financial Consultant @ (September 2025 - September 2026)
- Planning Consultant @ (February 2024 - October 2025)
- Investment Consultant @ (June 2022 - February 2024)
- Broker Services @ (August 2020 - June 2022)
- Broker Services @ (October 2017 - August 2020)
- Teller @ Bank of Cape Cod (May 2016 - August 2016)
- Parking Assistant, Valet @ HMI Parking/ Black Cat Tavern (June 2014 - August 2016)
- Leisure Program Counselor @ Barnstable Recreation (June 2013 - August 2014)
Daniel Holzman Education
- University of Massachusetts, Amherst
Bachelor's degree (Economics)
2013-2017
Daniel Holzman Summary
- Daniel Holzman, based in Spring, TX, US, is currently a Assistant Vice President | Financial Soluions Advisor at Merrill Lynch. Daniel Holzman brings experience from previous roles at Fidelity Investments and Charles Schwab. Daniel Holzman holds a 2013 - 2017 Bachelor's degree in Economics @ University of Massachusetts, Amherst. Daniel Holzman has 2 emails and 2 mobile phone numbers on RocketReach.
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