Daniel Milligan Email & Phone Number
VP - Separately Managed Accounts @ Columbia Threadneedle Investments
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Daniel Milligan Location
- Boston, MA, US
Daniel Milligan Work
- VP - Separately Managed Accounts @ (July 2025 - Present)
- Senior Director - Separately Managed Accounts @ (July 2022 - July 2025)
- Director - U.S. Product Development and Strategy @ (August 2018 - July 2022)
- Senior Manager - U.S. Product Development and Strategy @ (March 2016 - August 2018)
- Manager - Competitive Strategy and Market Analytics @ (August 2014 - March 2016)
- Regional Sales Director @ (January 2007 - August 2014)
Daniel Milligan Education
- Boston College Carroll School of Management
MBA
2010-2013 - Boston College
BS (Economics)
2002-2006
Daniel Milligan Skills
- Series 7
- Mutual Funds
- Retirement Planning
- Wealth Management
- Investments
- Retirement
- Asset Allocation
- Strategic Financial Planning
- Financial Services
- Investment Advisory
- Securities
- Asset Management
- Financial Advisory
- Alternative Investments
- 401k
- Salesforce.com
- Relationship Management
- Strategy
- Financial Analysis
- Investment Strategies
Daniel Milligan Summary
- Daniel Milligan, based in Boston, MA, US, is currently a VP - Separately Managed Accounts at Columbia Threadneedle Investments. Daniel Milligan brings experience from previous roles at Columbia Threadneedle Investments. Daniel Milligan holds a 2010 - 2013 MBA @ Boston College Carroll School of Management. With a robust skill set that includes Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments and more. Daniel Milligan has 2 emails and 2 mobile phone numbers on RocketReach.
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