Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Work Availability
Interests
Timeline
OperationsManager

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
2013.12 - 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
2010.06 - 2013.12
  • 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

2007.04 - 2010.06
  • 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
2006.05 - 2007.04
  • 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
2008.09 - 2011.05

Bachelor of Science - Finance and History

New York University, Stern School Of Business
2002.09 - 2006.05

Skills

Microsoft Office

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Certification

Private Wealth Management MBA NYU Stern

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

Languages

English

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
2013.12 - Current

Senior Portfolio Specialist

Bank of America Merrill Lynch
2010.06 - 2013.12

MBA - Financial Markets And Entrepreneurship

New York University, Stern School Of Business
2008.09 - 2011.05

Allianz Global Investors Product Specialist

2007.04 - 2010.06

Senior Accountant

Credit Suisse
2006.05 - 2007.04

Bachelor of Science - Finance and History

New York University, Stern School Of Business
2002.09 - 2006.05
Research and Investment Analysis Series 65 Licensed
Portfolio Management CFA Level II Candidate
Private Wealth Management MBA NYU Stern
Daniel GlaserAssistant Vice President - Portfolio Manager