English
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
undefinedCertification
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
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