Daniel Alderman Email and Phone Number
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).
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DirectorMark Cohen & Company Career Advisory Services Aug 2024 - Present
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Director - Business Development & Investor RelationsWarwick Investment Management Apr 2022 - Apr 2023Warwick 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. -
Financial Sales ExecutiveT. Rowe Price Aug 2012 - Apr 2022Baltimore, Maryland, Us -
Institutional Business Development Associate | Global Distribution Management - AmericasT. Rowe Price Jan 2018 - May 2021Baltimore, Maryland, Us
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Financial Intermediaries - Intermediary Sales Consultant | Financial InstitutionsT. Rowe Price Feb 2016 - Jan 2018Baltimore, Maryland, Us• 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.
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Broker Dealer Internal Sales ConsultantT. Rowe Price Oct 2014 - Feb 2016Baltimore, Maryland, Us• 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.
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Senior Sales Retention SpecialistT. Rowe Price Feb 2014 - Aug 2014Baltimore, Maryland, UsUtilize 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.
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Investment SpecialistT. Rowe Price Aug 2013 - Feb 2014Baltimore, Maryland, UsResponsible 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.
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Transactions RepresentativeT. Rowe Price Aug 2012 - Aug 2013Baltimore, Maryland, UsResponsible 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.
Daniel Alderman Education Details
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The Johns Hopkins University - Carey Business SchoolFinance -
Mcdaniel CollegeEconomics
Frequently Asked Questions about Daniel Alderman
What company does Daniel Alderman work for?
Daniel Alderman works for Mark Cohen & Company Career Advisory Services
What is Daniel Alderman's role at the current company?
Daniel Alderman's current role is Director - Mark Cohen & Company.
What schools did Daniel Alderman attend?
Daniel Alderman attended The Johns Hopkins University - Carey Business School, Mcdaniel College.
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