Director
Current
Aug 2024 - Present
AeroLeads people directory · profile
Daniel Alderman Email & Phone Number
Director - Mark Cohen & Company
at
Mark Cohen & Company Career Advisory Services
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Director - Mark Cohen & Company
Location
Washington Dc-Baltimore Area, United States
Who is Daniel Alderman? Overview
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Daniel Alderman is listed as Director - Mark Cohen & Company at Mark Cohen & Company Career Advisory Services, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Daniel Alderman.
Daniel Alderman previously worked as Director at Mark Cohen & Company Career Advisory Services and Director - Business Development & Investor Relations at Warwick Investment Management. Daniel Alderman holds Master Of Science (Ms), Finance from The Johns Hopkins University - Carey Business School.
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Mark Cohen & Company Career Advisory Services
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Profile bio
About Daniel Alderman
I work with an industry-leading team of high-performing advisors, partners, and mentors known for consistently delivering superior and innovative outcomes for clients facing unprecedented, complex, high-exposure strategic, career, financial, and leadership challenges. My corporate experience includes time spent with a long/short equity hedge fund, Warwick Investment Management, where I was responsible for successfully launching a sales platform. This platform was pivotal in capital acquisition within the Institutional Investor community. Working alongside a lean and dynamic team, we raised capital and enhanced the investment process with insightful analysis and portfolio design.Before my time with Warwick Investment Management, I spent 11 years at T. Rowe Price working in a variety of roles focused on the distribution of T. Rowe Price's financial solutions to Financial Advisors, Investment Advisory Firms, Regional Banks & Trusts, as well as Institutional Investors (Pension Plans both Public & Private, Endowments, Foundations, Family Offices, Sovereign Wealth Funds, and various other pools of institutionally managed capital).
Current workplace
Daniel Alderman's current company
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Mark Cohen & Company Career Advisory Services
AeroLeads page
9 roles
Daniel Alderman work experience
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Director - Business Development & Investor Relations
Warwick Investment Management is a long/short equity emerging manager hedge fund with a 10-year top-quartile performance track record. I was responsible for building out the sales/distribution platform from the ground up, raising capital, and introducing the firm to the Institutional Investor community. In this role, I maintained significant relationships and skills from my previous work experience. As the third member of the team, we ran a lean organization. In addition to building a distribution framework/process and raising capital, I was tasked with investment analysis and adding value to the firm's investment process. This included overall portfolio design and philosophy and sourcing and analyzing investment ideas.
Apr 2022 - Apr 2023
Financial Sales Executive
Aug 2012 - Apr 2022
Institutional Business Development Associate | Global Distribution Management - Americas
Jan 2018 - May 2021
Financial Intermediaries - Intermediary Sales Consultant | Financial Institutions
• Sales and relationship partner with an external sales professionals tasked with the development of a respective territory in conjunction with the management of relationships and sales opportunities directly with Registered Investment Advisors (RIAs).• Independently cover select advisors based upon preselected criteria associated with makeup of the advisory firm.• Maintain a highly leveraged relationship optimizing the frequency of engagements directly with RIAs. • Maintains a shared responsibility for territory goals with an external counterpart, responsible for prospecting, selling, and retaining RIA clients within the territory through a consultative process, contribute to gross sales, net new flows, redemption rates, and select activity targets.
Feb 2016 - Jan 2018
Broker Dealer Internal Sales Consultant
• Sales and relationship partner with an external sales professionals tasked with the development of a respective territory in conjunction with the management of relationships and sales opportunities directly with Wirehouse Broker Dealers in the Southeastern United States• Independently cover select advisors based upon preselected criteria associated with makeup of the advisory firm.• Maintain a highly leveraged relationship optimizing the frequency of engagements with select Wirehouse Broker Dealers• Maintains a shared responsibility for territory goals with an external counterpart, responsible for prospecting, selling, and retaining clients within the territory through a consultative process, contribute to gross sales, net new flows, redemption rates, and select activity targets.
Oct 2014 - Feb 2016
Senior Sales Retention Specialist
Utilize advanced industry knowledge across retail, retirement, and small business channels to ensure clients have a sound investment strategy in place.Responsible for retaining the assets of 401k participants when their goals align with the firms by utilizing a consultative retirement planning approach.
Feb 2014 - Aug 2014
Investment Specialist
Responsible for acquiring new assets through the individual investor sales channel utilizing a consultative sales approach. Responsible for providing guidance to existing clients on asset allocation and investment strategy.
Aug 2013 - Feb 2014
Transactions Representative
Responsible for executing a variety of retirement plan transactions on plans held through T. Rowe Price. Responsible for discovering and implementing best practices in a continuous effort to increase team productivity and reduce error.
Aug 2012 - Aug 2013
2 education records
Daniel Alderman education
Master Of Science (Ms), Finance
The Johns Hopkins University - Carey Business School
Bachelor Of Arts, Economics
Mcdaniel College
FAQ
Frequently asked questions about Daniel Alderman
Quick answers generated from the profile data available on this page.
What company does Daniel Alderman work for?
Daniel Alderman works for Mark Cohen & Company Career Advisory Services.
What is Daniel Alderman's role at Mark Cohen & Company Career Advisory Services?
Daniel Alderman is listed as Director - Mark Cohen & Company at Mark Cohen & Company Career Advisory Services.
Where is Daniel Alderman based?
Daniel Alderman is based in Washington Dc-Baltimore Area, United States while working with Mark Cohen & Company Career Advisory Services.
What companies has Daniel Alderman worked for?
Daniel Alderman has worked for Mark Cohen & Company Career Advisory Services, Warwick Investment Management, and T. Rowe Price.
How can I contact Daniel Alderman?
You can use AeroLeads to view verified contact signals for Daniel Alderman at Mark Cohen & Company Career Advisory Services, including work email, phone, and LinkedIn data when available.
What schools did Daniel Alderman attend?
Daniel Alderman holds Master Of Science (Ms), Finance from The Johns Hopkins University - Carey Business School.
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