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 @ Columbia Threadneedle Investments
2022 - 2025 Senior Director - Separately Managed Accounts @ Columbia Threadneedle Investments
2018 - 2022 Director - U.S. Product Development and Strategy @ Columbia Threadneedle Investments

2016 - 2018 Senior Manager - U.S. Product Development and Strategy @ Columbia Threadneedle Investments
2014 - 2016 Manager - Competitive Strategy and Market Analytics @ Columbia Threadneedle Investments
2007 - 2014 Regional Sales Director @ Columbia Threadneedle Investments
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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

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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.

Daniel Milligan Emails

Found 2 emails

Daniel Milligan Phone Numbers

Found 3 phone numbers

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Top Columbia Threadneedle Investments Employees

Andrew M

Vice President and Officer - Head of Global Brand, Creative, and Content Strategy at Columbia Threadneedle Investments

Boston, MA, US
1
- gmail.com
5+
- +1 603-742-XXXX
- +1 617-291-XXXX
- +1 603-343-XXXX
- +1 914-528-XXXX
- +1 212-452-XXXX
- +1 603-479-XXXX
Steve Fiedler

Vice President, Head Of Product Management at Columbia Threadneedle Investments

Boston, MA, US
2
- gmail.com
- columbiathreadneedle.com
5+
- +1 214-548-XXXX
- +1 919-803-XXXX
- +1 201-704-XXXX
- +1 201-428-XXXX
- +1 617-763-XXXX
- +1 508-366-XXXX
Patty Fisher

Vice President - Investment Data Solutions at Columbia Threadneedle Investments

Boston, MA, US
2
- comcast.net
- columbiathreadneedle.com
1
- +1 617-662-XXXX

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