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
- 2025 -now VP - Separately Managed Accounts @
- 2022 -2025 Senior Director - Separately Managed Accounts @
- 2018 -2022 Director - U.S. Product Development and Strategy @
- 2016 -2018 Senior Manager - U.S. Product Development and Strategy @
- 2014 -2016 Manager - Competitive Strategy and Market Analytics @
- 2007 -2014 Regional Sales Director @
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 1 mobile phone numbers on RocketReach.
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