Danielle Ward Email & Phone Number
Managing Director, Head of Institutional Investments @ Bank of America Private Bank
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Danielle Ward Location
- Houston, TX, US
Danielle Ward Work
- 2026 -now Managing Director, Head of Institutional Investments @
- 2024 -2026 Managing Director, Senior Institutional Portfolio Manager @
- 2021 -2024 Managing Director, Institutional Client Executive @
- 2019 -2021 Managing Director, Senior Institutional Portfolio Manager @
- 2013 -2019 Managing Director, Institutional Market Investment Director @
- 2009 -2012 Vice President, Institutional Portfolio Strategist @
- 2006 -2009 Assistant Vice President, Portfolio Manager Associate @
- 2003 -2006 Assistant Vice President, Alternative Investments Sales and Client Service @
Danielle Ward Education
- Connecticut College
B.A. (Economics)
1998-2002 - Duke University - The Fuqua School of Business
- The Center for Sustainable Investment Education
Danielle Ward Skills
- Investments
- Asset Allocation
- Portfolio Management
- Financial Analysis
- Asset Management
- Alternative Investments
- Banking
- Investment Management
- Investment Strategies
- Private Equity
- Mutual Funds
- Retirement Planning
- Strategic Financial Planning
- Wealth Management Services
- Financial Advisory
- Financial Planning
- Wealth Management
- Impact Investing
- Diversity & Inclusion
- Women's Leadership
- responsible investing
- sustainable investing
- women's philanthropy
- gender lens investing
- Estate Planning
- Diversity and Inclusion
- Planning
- Sales
- Caia
- Analysts
- Financial Services
- Microsoft Office
- Microsoft Word
- Social Media Marketing
- Project Management
- Marketing Strategy
- Services
- Institutional
Danielle Ward Summary
- Danielle Ward, based in Houston, TX, US, is currently a Managing Director, Head of Institutional Investments at Bank of America Private Bank. Danielle Ward brings experience from previous roles at Bank of America Private Bank and U.S. Trust. Danielle Ward holds a 1998 - 2002 B.A. in Economics @ Connecticut College. With a robust skill set that includes Investments, Asset Allocation, Portfolio Management, Financial Analysis, Asset Management and more. Danielle Ward has 2 emails and 1 mobile phone numbers on RocketReach.
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