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Daniel Lehman Location
New York, NY, US
Daniel Lehman Work
Director- Finance and Accounting Search @ (March 2026 - Present)
Senior Talent Solutions Partner @ (December 2023 - March 2026)
Executive Search Consultant @ (May 2021 - December 2023)
Executive Recruiter for AV and VTC and Unified Communications @ (March 2018 - May 2021)
Founder of Pure Bamboo @ (January 2017 - March 2021)
Financial Advisor @ (December 2015 - November 2016)
Account Executive @ (January 2010 - December 2015)
Daniel Lehman Education
The College of Saint Rose
Undergraduate Coursework
2005-2008
Dutchess Community College
Undergraduate Coursework
Daniel Lehman Skills
Securities
Equities
Annuity Sales
Bonds
Investment Research
Asset Allocation
Client Service Oriented
Capital Raising
Syndicate
Private Placements
Research
Client Services
Microsoft Excel
Mutual Funds
PowerPoint
Microsoft Office
Series 7
English
Customer Service
Microsoft Word
Business Development
Alternative Investments
Wealth Management
Portfolio Management
Investments
Trading
Daniel Lehman Summary
Daniel Lehman, based in New York, NY, US, is currently a Director- Finance and Accounting Search at BrainWorks. Daniel Lehman brings experience from previous roles at Tatum by Randstad, J. Patrick & Associates and Pure Bamboo. Daniel Lehman holds a 2005 - 2008 Undergraduate Coursework @ The College of Saint Rose. With a robust skill set that includes Securities, Equities, Annuity Sales, Bonds, Investment Research and more. Daniel Lehman has 2 emails and 2 mobile phone numbers on RocketReach.
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