Daniel Mortazavi Email & Phone Number
Managing Director @ Valor Equity Partners
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Daniel Mortazavi Location
- New York, NY, US
Daniel Mortazavi Work
- 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 Education
- Loyola University Maryland
BA (Political Science)
2001-2005 - KU Leuven
n/a (International Relations)
2003-2004
Daniel Mortazavi Skills
- 401k
- Asset Managment
- Business Development
- CFA Charterholder
- Equities
- Fixed Income
- Hedge Funds
- Intermediate Spanish
- Investment Advisory
- Investments
- Mutual Funds
- Options
- Portfolio Management
- Retirement Planning
- Sales
- Securities
- Series 24
- Series 7
- Strategic Financial Planning
- Wealth Management
- Strategic Financial
- See 5+see Less
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 and Morgan Stanley Wealth Management. Daniel Mortazavi holds a 2001 - 2005 BA in Political Science @ Loyola University Maryland. With a robust skill set that includes 401k, Asset Managment, Business Development, CFA Charterholder, Equities and more. Daniel Mortazavi has 2 emails and 1 mobile phone numbers on RocketReach.
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