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Benjamin Daniel Email & Phone Number
Manager - SME Tax Managed Solutions
at
Orion
1 work email found
@vanguard.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager - SME Tax Managed Solutions
Location
Greater Philadelphia, United States, United States
Who is Benjamin Daniel? Overview
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Quick answer
Benjamin Daniel is listed as Manager - SME Tax Managed Solutions at Orion, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Benjamin Daniel.
Benjamin Daniel previously worked as Team Lead, Tax Managed Solutions at Orion and SME - Direct Indexing and Tax Efficient Trading (ASTRO) at Orion. Benjamin Daniel holds Bachelor Of Arts (B.A.), Philosophy And Religious Studies from University Of Pittsburgh.
Company email context
Email format at Orion
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{first}_{last}@vanguard.com
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AeroLeads found 1 current-domain work email signal for Benjamin Daniel. Compare company email patterns before reaching out.
Profile bio
About Benjamin Daniel
I am an experienced financial professional with demonstrated success in establishing and building key relationships, as well as managing a variety of high-visibility, high-impact projects. Well-versed in equity and fixed income markets, trading, and fintech. Track record of bringing in new assets and generating additional revenue from existing clients, as well as delivering high-value projects successfully to increase NPS and other KPIs. Consistent history of promotions into more visible and more complex roles.
Listed skills include Equity Trading, Options Strategies, Bloomberg, Thomsonone, and 18 others.
Current workplace
Benjamin Daniel's current company
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12 roles
Benjamin Daniel work experience
A career timeline built from the work history available for this profile.
Manager - Sme Tax Managed Solutions
Current
May 2024 - Present
Team Lead, Tax Managed Solutions
Oct 2022 - May 2024
Sme - Direct Indexing And Tax Efficient Trading (Astro)
May 2021 - Oct 2022
Project Manager
- Manage the full implementation life cycle of new and existing retirement plans on the Ascensus/Vanguard Retirement Plan Access platform.
- Coordinate activities of internal staff and departments to ensure timely delivery of project deliverables.
- Build and maintain profitable relationships with external advisors and third-party administrators.
Nov 2019 - Apr 2021
Order Management Trade Administrator
- Reviewed web-client trading activity in real-time, taking appropriate action as needed to mitigate identified risks.
- Managed the trade cycle from placement to settlement, including researching breaks and other issues.
- Worked with execution partners, market data providers, and technology vendors to support and develop trading platform and service offering.
Apr 2017 - Nov 2019
Flagship Rep
- Worked consultatively with high/ultra-high-net-worth clients to create and implement long-term, goal-based investment strategies.
Dec 2015 - Apr 2017
Youth Director And Pastoral Assistant
Saint George Antiochian Orthodox Cathedral
- Designed and, implemented programs for youth of all ages (Pre-K to post-graduate) designed to teach them about the faith, build fellowship among the members, and serve the broader community.
- Administered all aspects of a Church School program with approximately 100 registered students, including curriculum oversight and teacher performance evaluation.
- Assisted the Priest in all aspects of parish ministry, including sacraments, visitations, counseling, fundraising, and administration.
Jun 2014 - Apr 2015
Block Equity & Option Trader
Worked with clients who wished to place complex and large block orders for domestic and foreign equities, options, ETFs, and other investments. Educated clients on market dynamics (volatility, liquidity, order types, etc.) and assisted with order placement to ensure that client orders received best execution. Served as a resource to the broader.
Aug 2012 - Jun 2014
Project Administrator
- Tasked with a diverse portfolio of projects related to the integration of Vanguard’s Transfer Agent and Broker Dealer businesses.
Sep 2013 - Jan 2014
Flagship Rep
- Worked consultatively with high/ultra-high-net-worth clients to create and implement long-term, goal-based investment strategies.
Jun 2010 - Aug 2012
Participant Services Associate
- Provided investment guidance to retirement plan participants.
Mar 2008 - May 2010
1 education record
Benjamin Daniel education
-
University Of Pittsburgh
FAQ
Frequently asked questions about Benjamin Daniel
Quick answers generated from the profile data available on this page.
What company does Benjamin Daniel work for?
Benjamin Daniel works for Orion.
What is Benjamin Daniel's role at Orion?
Benjamin Daniel is listed as Manager - SME Tax Managed Solutions at Orion.
What is Benjamin Daniel's email address?
AeroLeads has found 1 work email signal at @vanguard.com for Benjamin Daniel at Orion.
Where is Benjamin Daniel based?
Benjamin Daniel is based in Greater Philadelphia, United States, United States while working with Orion.
What companies has Benjamin Daniel worked for?
Benjamin Daniel has worked for Orion, Ascensus, Vanguard, and Saint George Antiochian Orthodox Cathedral.
How can I contact Benjamin Daniel?
You can use AeroLeads to view verified contact signals for Benjamin Daniel at Orion, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Daniel attend?
Benjamin Daniel holds Bachelor Of Arts (B.A.), Philosophy And Religious Studies from University Of Pittsburgh.
What skills is Benjamin Daniel known for?
Benjamin Daniel is listed with skills including Equity Trading, Options Strategies, Bloomberg, Thomsonone, Microsoft Office, Sales, Relationship Management, and Mutual Funds.
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