Daniel Glenn Email and Phone Number
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Highly skilled Portfolio Management professional with 16 years of experience specializing in tax-optimized mutual funds and ETFs for institutional and retail investors. Expert in portfolio construction, client cash flow trading, index rebalancing, risk management, performance attribution, and especially tax-efficiency. Excellent leadership capabilities with effective oral and written communication skills. Experience presenting monthly fund performance to domestic and international clients.
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Portfolio ManagerGeode Capital Management Sep 2018 - PresentBoston, Ma, Us -
Associate Portfolio Manager - Global MarketsProshares Sep 2009 - Sep 2018Bethesda, Maryland, UsResponsibilities: ▪ Managed 23 ETFs with total assets over $900 million under the direction of Senior Portfolio Manager▪ Served as Economic Advisor to the Investment Policy Committee headed by the Chief Investment Officer▪ Participated in the research, development, and launch of six ProShares ETFs▪ Assisted in security selection and index creation▪ Traded equities, swaps, futures, currencies, forwards, and bondsAchievements and Value Added:▪ Established currency trading process that is now used by International desk and other desks at the firm▪ Reduced risk to all funds and ETFs by creating standardized, mandatory daily procedures▪ Actively formulated and implemented tax efficient strategies; not once paying a gains distribution in my ETFs▪ Assembled and lead a team that created a quarterly leadership and training program for all Analysts -
AssociateDeclaration Management & Research Apr 2007 - Sep 2009Us▪ Reduced counterparty credit risk by creating and monitoring collateral management process▪ Assisted in credit analysis of firms in the energy sector and reported to Portfolio Managers▪ Participated in the trading, settlement, and valuation of swaps, futures, and pools of mortgages▪ Ensured proper pricing by investigating discrepancies and issuing broker pricing challenges▪ Performed operational duties: compliance, portfolio reporting, reconciliation, and trade confirmations -
InternNorthwestern Mutual Mar 2005 - Jan 2007Milwaukee, Wi, Us▪ Placed second in Summer 2005 “Define Your Market” competition▪ Finished as top overall producer of eight BYU interns; BYU team finished ranked #1 in the nation
Daniel Glenn Education Details
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University Of MarylandFinance And Entrepreneurship -
Brigham Young UniversityFinance
Frequently Asked Questions about Daniel Glenn
What company does Daniel Glenn work for?
Daniel Glenn works for Geode Capital Management
What is Daniel Glenn's role at the current company?
Daniel Glenn's current role is Portfolio Manager at Geode Capital Management.
What is Daniel Glenn's email address?
Daniel Glenn's email address is gl****@****hoo.com
What is Daniel Glenn's direct phone number?
Daniel Glenn's direct phone number is +124049*****
What schools did Daniel Glenn attend?
Daniel Glenn attended University Of Maryland, Brigham Young University.
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