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Daniel Glaser
Assistant Vice President - Portfolio Manager
Great Neck,NY
Summary
Steadfast Financial Officer with over 15 years experience managing multimillion-dollar business operations. Successfully optimizes frameworks and cultivates cohesive teams to meet and exceed business financial goals. Excellent reporting, record keeping and relationship-building abilities.
Overview
15
15
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Assistant Vice President
Bank of America Merrill Lynch
12.2013 - Current
- Manage investment team delivering client investment solutions.
- Interface with engineers to optimize algorithms, macros and technology solutions.
- Optimize execution methods and conduct proprietary portfolio research.
- Update portfolio models to align fund strategy and client returns.
- Research potential additions to client portfolios.
- Create reports for senior management detailing business line performance.
- Coordinate strategic project management initiatives to increase worker efficiency.
- Spearhead customer relationship management platform developments.
Senior Portfolio Specialist
Bank of America Merrill Lynch
06.2010 - 12.2013
- Perform investment analysis for boutique equity and fixed income managers.
- Initiate calls to key clients highlighting service model strengths.
- Customize portfolio reporting to clients re: holdings / return on assets / asset allocation.
- Analyze portfolio allocation and execute requisite rebalancing trades.
Allianz Global Investors Product Specialist
04.2007 - 06.2010
- Executed open market securities transactions for high net worth / institutional clients.
- Coordinated operations between brokers and salespeople to optimize client services.
Senior Accountant
Credit Suisse
05.2006 - 04.2007
- Updated real estate general ledger, reports and statements for limited partnerships.
- Completed month end closing process, management reporting, audits and tax reviews.
Education
MBA - Financial Markets And Entrepreneurship
New York University, Stern School Of Business
09.2008 - 05.2011
Bachelor of Science - Finance and History
New York University, Stern School Of Business
09.2002 - 05.2006
Skills
Investments
Bloomberg
Customer relationship management
Macros
Management reporting
Project management
Strategic Planning
Corporate presentations
Recruiting and Hiring
Certification
Private Wealth Management MBA NYU Stern
Portfolio Management CFA Level II Candidate
Research and Investment Analysis Series 65 Licensed
Accomplishments
- Invested over $4 billion of assets for high-net work clients
- Collaborated on high-latency, algorithmic trading solutions developments
- Supervised team of five junior traders
- Series 7, 65, 66 licenses
- CFA level II Candidate
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
History
NFL Football
Sci-Fi
Timeline
Assistant Vice President
Bank of America Merrill Lynch
12.2013 - Current
Senior Portfolio Specialist
Bank of America Merrill Lynch
06.2010 - 12.2013
MBA - Financial Markets And Entrepreneurship
New York University, Stern School Of Business
09.2008 - 05.2011
Allianz Global Investors Product Specialist
04.2007 - 06.2010
Senior Accountant
Credit Suisse
05.2006 - 04.2007
Bachelor of Science - Finance and History
New York University, Stern School Of Business
09.2002 - 05.2006
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