Daniel Merriam Email & Phone Number
Portfolio Manager @ Watt Carmichael Inc.
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Daniel Merriam Location
- Toronto, ON, CA
Daniel Merriam Work
- 2019 -now Portfolio Manager @
- 2016 -2019 Wealth Advisor @
- 2013 -2016 Wealth Consultant | Investment Counselor @
- 2011 -2013 Senior Analyst and Project Manager - Debt Capital Markets @
- 2007 -2011 Senior Trader - Equity Capital Markets - Market Making @
- 2002 -2007 Senior Trader - Equity Capital Markets - Arbitrage @ Galiam Capital, LLC
- 1999 -2002 Associate - Securities Lending @
Daniel Merriam Education
- Carleton University
Philosophy
1996-1999 - McMaster University
Requirements Development and Management
- McMaster University
Business Analysis
Daniel Merriam Skills
- Portfolio Management
- Relationship Management
- Business Development
- Business Analysis
- Technical Analysis
- Analysis
- Stock Market
- Investments
- Trading
- Investment Advisory
- SDLC
- Derivatives
- Project Planning
- Alternative Investments
- Asset Management
- Bloomberg
- Bonds
- Capital Markets
- Entrepreneurship
- Equities
- Financial Markets
- Financial Modeling
- Fixed Income
- Hedge Funds
- Investment Banking
- Investment Management
- Investment Strategies
- Management
- Mutual Funds
- Options
- Research
- Securities
- Strategy
- Valuation
- Wealth Management
- Financial Services
- Trading Systems
- Risk Management
- Strategic Financial Planning
- Banking
- Market Risk
- Finance
- Wealth Management Services
- ETFs
- Financial Risk
- Asset Allocation
- Equity Research
- Financial Analysis
- Financial Planning
Daniel Merriam Summary
- Daniel Merriam, based in Toronto, ON, CA, is currently a Portfolio Manager at Watt Carmichael Inc.. Daniel Merriam brings experience from previous roles at BMO Nesbitt Burns Private Client, Cidel, TD and National Bank Financial. Daniel Merriam holds a 1996 - 1999 Philosophy @ Carleton University. With a robust skill set that includes Portfolio Management, Relationship Management, Business Development, Business Analysis, Technical Analysis and more. Daniel Merriam has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Daniel Merriam
Daniel Merriam
Principal
New York, NY, US
Daniel Merriam
Portfolio Manager
Toronto, ON, CA
Daniel Merriam
President
Sausalito, CA, US
Daniel Merriam
Founder
Massachusetts, United States
Top Watt Carmichael Inc. Employees
Jeff Leisk
Portfolio Manager
Toronto, ON, CA
Julie O'Brien
Executive Assistant
Toronto, ON, CA
Daniel Merriam
Portfolio Manager
Toronto, ON, CA
Roger Rowan
Portfolio Manager
Toronto, ON, CA
Mark Devine
President
Toronto, ON, CA
Harry Carmichael
Portfolio Manager
Toronto, ON, CA
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