Danny Kasht
North Providence,RI
Summary
Results-driven finance professional with extensive experience in trading, servicing, and relationship management for high-net-worth clients. Proven ability to identify client needs, deliver tailored solutions, and foster long-lasting relationships. Recognized as a top performer and persuasive communicator with a track record of exceeding performance metrics, driving business growth, and collaborating across diverse financial teams. CRPC(R) certified, bringing added depth to retirement planning and holistic wealth management strategies.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Vice President
Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge
08.2015 - Current
- - Manage over 600 Ultra High Net Worth Hybrid Households
- - 2019, 2022, 2023 Pinnacle Summit Award Recipient
- - 2024 Pinnacle Award
- - Cultivate relationships with internal partners including Advisors, MFSAs, FSAs, and Private Bankers to deliver integrated financial solutions to clients and prospects.
Director/Founder
HighFar Capital Management
01.2009 - 04.2015
- - Oversaw all day-to-day operations of a Long/Short Hedge Fund.
- - Developed forecasting tools, analytics, and dashboards to identify market opportunities and risks.
- - Designed customized investment strategies based on both product and market analysis.
- - Interpreted complex financial data to inform risk assessment and asset allocation decisions.
Branch Manager
National Securities Corporation
01.2004 - 05.2008
- - Managed branch operations, compliance, and performance while maintaining a personal book of high-net-worth clients.
- - Recruited, trained, and mentored financial professionals.
- - Oversaw increased client efficiency and revenue through process optimization and business development.
Certification
- - CRPC(R) - Chartered Retirement Planning Counselor, College for Financial Planning
- - FINRA Series 7, 63, 66, 9 & 10
- - CRD#: 3248350
Timeline
Vice President
Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge
08.2015 - Current
Director/Founder
HighFar Capital Management
01.2009 - 04.2015
Branch Manager
National Securities Corporation
01.2004 - 05.2008
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