Daniel Merriam Email & Phone Number
Portfolio Manager, National Branch @ Manulife Wealth & Asset Management
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Daniel Merriam Location
- Burlington, ON, CA
Daniel Merriam Work
- 2026 -now Portfolio Manager, National Branch @
- 2019 -2026 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 (Philosophy)
1996-1999 - McMaster University
Requirements Development and Management (Requirements Development and Management)
- McMaster University
Business Analysis (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 Burlington, ON, CA, is currently a Portfolio Manager, National Branch at Manulife Wealth & Asset Management. Daniel Merriam brings experience from previous roles at Watt Carmichael Inc., BMO Nesbitt Burns Private Client, Cidel and TD. Daniel Merriam holds a 1996 - 1999 Philosophy in 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 mobile phone numbers on RocketReach.
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