Daniel Mortazavi Email & Phone Number

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Managing Director @ (August 2024 - Present)
Co-Head, Private Wealth Distribution @ (October 2021 - April 2024)
Executive Director - Alternative Investments Group @ (June 2014 - October 2021)
Vice President - Alternative Investments Group @ (June 2013 - June 2014)
Vice President - Corporate Equity Services @ (June 2010 - June 2013)
Client Relationship Manager @ (May 2008 - May 2010)
Plan Specialist @ (October 2006 - April 2008)

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.