Daniel Mortazavi Email & Phone Number
Managing Director @ Valor Equity Partners
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Daniel Mortazavi Location
- New York, NY, US
Daniel Mortazavi Work
- 2024 -now Managing Director @
- 2021 -2024 Co-Head, Private Wealth Distribution @
- 2014 -2021 Executive Director - Alternative Investments Group @
- 2013 -2014 Vice President - Alternative Investments Group @
- 2010 -2013 Vice President - Corporate Equity Services @
- 2008 -2010 Client Relationship Manager @
- 2006 -2008 Plan Specialist @
Daniel Mortazavi Education
- Loyola University Maryland
BA (Political Science)
2001-2005 - KU Leuven
n/a (International Relations)
2003-2004
Daniel Mortazavi Skills
- Fixed Income
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- Business Development
- 401k
- Investment Advisory
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- Cfa Charterholder
- Series 7
- Series 24
- Strategic Financial
- See 5+see Less
- Options
- Intermediate Spanish
- Securities
- Hedge Funds
Daniel Mortazavi Summary
- Daniel Mortazavi, based in New York, NY, US, is currently a Managing Director at Valor Equity Partners. Daniel Mortazavi brings experience from previous roles at Sera Global, Morgan Stanley Wealth Management and Morgan Stanley Smith Barney. Daniel Mortazavi holds a 2001 - 2005 BA in Political Science @ Loyola University Maryland. With a robust skill set that includes Fixed Income, Retirement Planning, Sales, Portfolio Management, Investments and more. Daniel Mortazavi has 2 emails and 1 mobile phone numbers on RocketReach.
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