Daniel J. Braz Email & Phone Number
ETF Specialist, Global Head of Sector Specialists @ State Street Investment Management
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Daniel J. Braz Location
- Boston, MA, US
Daniel J. Braz Work
- 2025 -now ETF Specialist, Global Head of Sector Specialists @
- 2018 -2025 Head of Intermediary ETF Strategist Team @
- 2015 -2018 Vice President, Senior ETF Strategist @
- 2013 -2015 Vice President, Senior Relationship Manager @
- 2012 -2012 Senior Vice President, Senior Advisory Consultant @
- 2004 -2012 Regional Vice President @
- 2002 -2004 Internal Wholesaler @
- 2001 -2002 Financial Advisor @
Daniel J. Braz Education
- Northwestern University - Kellogg School of Management
MBA (Finance, Marketing)
2012 - St. Lawrence University
BS (Psychology and Economics)
2001 - Copenhagen Business School
Semester Abroad (International Business)
2000
Daniel J. Braz Skills
- Wealth Management Services
- Financial Services
- Sales
- Mutual Funds
- Product Development
- Marketing Strategy
- Separately Managed Accounts
- Fixed Income
- Equities
- Alternative Investments
- Asset Allocation
- Defined Contribution
- Series 7
- Investment Strategies
- Series 63
- Morningstar
- ETFs
- Investment Management
- Investments
- Investment Advisory
- Strategy
- Retirement
- Asset Management
- Portfolio Management
- Management
- Marketing
- Retirement Planning
- Securities Regulation
- Leadership
- Banking
- Advisory
- Real Estate
- Customer Service
- Social Media Marketing
Daniel J. Braz Summary
- Daniel J. Braz, based in Boston, MA, US, is currently a ETF Specialist, Global Head of Sector Specialists at State Street Investment Management. Daniel J. Braz brings experience from previous roles at State Street Investment Management and Cole Capital. Daniel J. Braz holds a MBA in Finance, Marketing @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Wealth Management Services, Financial Services, Sales, Mutual Funds, Product Development and more. Daniel J. Braz has 4 emails and 2 mobile phone numbers on RocketReach.
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