Daniel Ehrlich

Daniel Ehrlich Email and Phone Number

Managing Director, Financial Advisor, Portfolio Management Director, Alternative Investments Director, Pacifico Group at Morgan Stanley @ Morgan Stanley
New York City
Daniel Ehrlich's Location
New York City Metropolitan Area, United States, United States
Daniel Ehrlich's Contact Details

Daniel Ehrlich work email

Daniel Ehrlich personal email

Daniel Ehrlich phone numbers

About Daniel Ehrlich

Daniel is an International Client Advisor, began his career in financial services at Lloyds Bank TSB, in Uruguay, following a consulting internship at Deloitte. He also worked in strategic business management at The Coca-Cola Company. Mr. Ehrlich came to the United States from Uruguay to pursue his M.B.A from the Leonard Stern School of Business at New York University. He graduated with a specialization in Financial Instruments and Markets, Leadership and Management. He worked at Goldman Sachs in the Private Wealth Management Division prior to joining Credit Suisse in New York. There he became the best performing MBA advisor of the decade, focused on Latin American clients. Currently Daniel works with some of the most important families in Latin America, helping them to meet their financial goals. He received his Bachelors in Business Administration from the Udelar School of Business in Uruguay. In 2021, Daniel was ranked #10 in Forbes Magazine's List of America's Top Next Generation Wealth Advisors.

Daniel Ehrlich's Current Company Details
Morgan Stanley

Morgan Stanley

View
Managing Director, Financial Advisor, Portfolio Management Director, Alternative Investments Director, Pacifico Group at Morgan Stanley
New York City
Employees:
501
Company phone:
(212)761-4000
Daniel Ehrlich Work Experience Details
  • Morgan Stanley
    Manging Director- Financial Advisor
    Morgan Stanley Feb 2022 - Present
    New York, Ny, Us
    ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration.The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see https://advisor.morganstanley.com/daniel.ehrlich The designation and/or awards are not indicative of the Financial Advisor's past or future performance. No fee is paid in exchange for any award.NMLS # 1612986
  • Morgan Stanley
    Executive Director
    Morgan Stanley Feb 2020 - Jan 2022
    New York, Ny, Us
  • Morgan Stanley
    Senior Vice President
    Morgan Stanley Apr 2016 - Jan 2020
    New York, Ny, Us
  • Credit Suisse
    Private Wealth Advisor
    Credit Suisse 2012 - Mar 2016
    Zurich, Ch
  • Goldman Sachs
    Summer Associate - Investment Management Division Pwa At Goldman Sachs
    Goldman Sachs Jun 2011 - Aug 2011
    New York, New York, Us
  • Lloyds Banking Group
    Corporate Development Manager
    Lloyds Banking Group 2009 - 2010
    London, Uk, Gb
  • Montevideo Refrescos Srl (Coca-Cola Uruguay)
    Business Strategy Manager,
    Montevideo Refrescos Srl (Coca-Cola Uruguay) 2007 - 2008
  • Montevideo Refrescos Srl (Coca-Cola Uruguay)
    Sales Manager
    Montevideo Refrescos Srl (Coca-Cola Uruguay) 2006 - 2007
  • Deloitte
    Business Consultant
    Deloitte 2003 - 2005
    Worldwide, Oo

Daniel Ehrlich Skills

Business Strategy Business Planning Emerging Markets Business Analysis Marketing Strategy Corporate Finance Strategic Planning Financial Analysis Strategy Valuation

Daniel Ehrlich Education Details

  • New York University - Leonard N. Stern School Of Business
    New York University - Leonard N. Stern School Of Business
    Mba 2012
  • London School Of Business And Finance
    London School Of Business And Finance
    Postgraduate Certificate In Management And Finance
  • Universidad De La República
    Universidad De La República
    Major In Accounting

Frequently Asked Questions about Daniel Ehrlich

What company does Daniel Ehrlich work for?

Daniel Ehrlich works for Morgan Stanley

What is Daniel Ehrlich's role at the current company?

Daniel Ehrlich's current role is Managing Director, Financial Advisor, Portfolio Management Director, Alternative Investments Director, Pacifico Group at Morgan Stanley.

What is Daniel Ehrlich's email address?

Daniel Ehrlich's email address is da****@****hoo.com

What is Daniel Ehrlich's direct phone number?

Daniel Ehrlich's direct phone number is +191797*****

What schools did Daniel Ehrlich attend?

Daniel Ehrlich attended New York University - Leonard N. Stern School Of Business, London School Of Business And Finance, Universidad De La República.

What skills is Daniel Ehrlich known for?

Daniel Ehrlich has skills like Business Strategy, Business Planning, Emerging Markets, Business Analysis, Marketing Strategy, Corporate Finance, Strategic Planning, Financial Analysis, Strategy, Valuation.

Who are Daniel Ehrlich's colleagues?

Daniel Ehrlich's colleagues are Jay Keranen, Cfp®, Lisa Marie Baksh, Cpa, Juliana Pires, Jacob Magnusson, Shivang Garde, Jayde Keijer, Audrey Schultz.

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