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Daniel Krall Email & Phone Number

Financial Consultant and Associate Director of Investments at Oppenheimer & Co. Inc.
Location: Boston, Massachusetts, United States 8 work roles 2 schools
1 work email found @bnymellon.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email d****@bnymellon.com
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Current company
Oppenheimer & Co. Inc.
Role
Financial Consultant and Associate Director of Investments
Location
Boston, Massachusetts, United States
Company size
3284 employees

Who is Daniel Krall? Overview

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Quick answer

Daniel Krall is listed as Financial Consultant and Associate Director of Investments at Oppenheimer & Co. Inc., a company with 3284 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Daniel Krall.

Daniel Krall previously worked as Financial Advisor at Commonwealth Financial Group and Analyst at Acadian Asset Management. Daniel Krall holds Finance, Economics from Boston College Carroll School Of Management.

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Email format at Oppenheimer & Co. Inc.

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{first}.{last}@bnymellon.com
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Profile bio

About Daniel Krall

Most people have an ideal retirement age in mind, or a vision of what they want their financial future to look like, but not everyone has a plan for how to achieve it... It all starts with identifying your specific goals and dreams. From there, I will build your comprehensive financial plan which will reveal the actions WE need to take to make sure those goals and dreams become your reality.More specifically, I focus on financial and retirement planning for professionals in tech, engineering, life sciences, healthcare and private equity, many of whom have to deal with the struggles of navigating the complicated landscape of qualified and non-qualified stock options, grants, and restricted stock.My mission is to maximize all financial benefits available to you, so you can do more with your life and money.*I am licensed to sell insurance in MA, NY, NH, IL, MD, CA, TX and securities in MA, NY, NH, IL, MD, CA, TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 280 Congress Street, Suite 1300, Boston, MA 02210 · 617.439.4389

Listed skills include English, Powerpoint, Leadership, Social Media, and 10 others.

Current workplace

Daniel Krall's current company

Company context helps verify the profile and gives searchers a useful next step.

Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
Financial Consultant and Associate Director of Investments
Boston, MA, US
Website
opco.com
Employees
3284
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Company profile
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8 roles

Daniel Krall work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Commonwealth Financial Group

Boston, Massachusetts, US

https://www.commonwealthfinancialgroup.com/licenses

Mar 2022 - Present

Portfolio Analyst

Bny Mellon

New York, NY, US

Dec 2018 - May 2019

Risk Advisory Services Associate

Rsm Us Llp

Chicago, Illinois, US

  • Provided value added risk assessment services to clientele across a variety of industries, primarily pharmaceutical and commercial. Projects included internal audits, compliance work, and financial reporting projects.
  • Prepared detailed work papers for the client and external auditors in a timely manner; created reports that summarized results and recommendations with clients.
  • Collaborated with teams in order to identify potential risks by performing complex analyses on client’s financial statements.
  • Advised clients on risk and control frameworks and process designs.
Jul 2017 - Oct 2018

Private Banking And Investment Intern

Bank Of America Merrill Lynch

Charlotte, NC, US

  • Performed market research and analysis on booming industries in the northeast area and created in-depth worksheet summarizations.
  • Gained exposure to a variety of investment tools through Merrill Lynch Workshop and Resource Central applications.
  • Created daily templates to record variance and expense data to be integrated into higher levels of management.
  • Developed a PBIG recruitment guide with the intent of attracting potential clients and future employees.
  • Analyzed millennial trends in wealth management and presented findings to financial advisors and managing director in order to help establish a value proposition.
May 2016 - Aug 2016

Assistant To Managing Director

Ilp Abogados

Madrid, Comunidad De Madrid, ES

  • Worked in a collaborative team environment within the Administration, Finance and Economics departments.
  • Successfully marketed to investors for start-up companies; contacted over 400 potential investors around the world resulting in over 75 investment connections that matched the start-up’s investment range quotas.
  • Participated with teams of corporate and banking law in bank foreclosure projects and multiple insolvency cases.
  • Translated various documents in order to connect regulatory violations with the corporate world.
Jun 2015 - Aug 2015

Marketing Intern

Festimania Pictures

Madrid, Madrid, ES

  • Searched for alliance with brands to create new projects and promote possible ideas for new documentaries.
  • Worked on financial promotion by reaching out to clients from all over the world and networking their connections to finance upcoming projects.
  • Created Excel worksheets that recorded international sales from investors and linked them with potential projects in which they showed interest.
  • Acted as an intermediary agent between managers and channels of domestic sales.
Jun 2015 - Jul 2015
Team & coworkers

Colleagues at Oppenheimer & Co. Inc.

Other employees you can reach at opco.com. View company contacts for 3284 employees →

CD Caterina Di Graziano Caterina Di Graziano Colleague at Oppenheimer & Co. Inc. Brooklyn, New York, United States, United States View → CM Christine Modrich Christine Modrich Colleague at Oppenheimer & Co. Inc. New York City Metropolitan Area, United States View → BB Brian Bittner, Cfa Brian Bittner, Cfa Colleague at Oppenheimer & Co. Inc. New York, New York, United States, United States View → RB Rowan Bastard Rowan Bastard Colleague at Oppenheimer & Co. Inc. Trinity, Trinity, Jersey, Jersey View → LV Luis Vega, Mba Luis Vega, Mba Colleague at Oppenheimer & Co. Inc. East Meadow, New York, United States, United States View → MH Melissa Handibode Melissa Handibode Colleague at Oppenheimer & Co. Inc. New York City Metropolitan Area, United States View → EG Eli G. Eli G. Colleague at Oppenheimer & Co. Inc. Center District, Israel, Israel View → DB Dovlet Babaev Dovlet Babaev Colleague at Oppenheimer & Co. Inc. United Kingdom, United Kingdom View → KW Kim Wiklof Kim Wiklof Colleague at Oppenheimer & Co. Inc. Clinton, Washington, United States, United States View → JN John N Dietzen, Cima®, Cfa John N Dietzen, Cima®, Cfa Colleague at Oppenheimer & Co. Inc. Naples, Florida, United States, United States View →
2 education records

Daniel Krall education

Finance, Economics

Boston College Carroll School Of Management

Education record

St. John'S Prep
FAQ

Frequently asked questions about Daniel Krall

Quick answers generated from the profile data available on this page.

What company does Daniel Krall work for?

Daniel Krall works for Oppenheimer & Co. Inc..

What is Daniel Krall's role at Oppenheimer & Co. Inc.?

Daniel Krall is listed as Financial Consultant and Associate Director of Investments at Oppenheimer & Co. Inc..

What is Daniel Krall's email address?

AeroLeads has found 1 work email signal at @bnymellon.com for Daniel Krall at Oppenheimer & Co. Inc..

Where is Daniel Krall based?

Daniel Krall is based in Boston, Massachusetts, United States while working with Oppenheimer & Co. Inc..

What companies has Daniel Krall worked for?

Daniel Krall has worked for Oppenheimer & Co. Inc., Commonwealth Financial Group, Acadian Asset Management, Bny Mellon, and Rsm Us Llp.

Who are Daniel Krall's colleagues at Oppenheimer & Co. Inc.?

Daniel Krall's colleagues at Oppenheimer & Co. Inc. include Caterina Di Graziano, Christine Modrich, Brian Bittner, Cfa, Rowan Bastard, and Luis Vega, Mba.

How can I contact Daniel Krall?

You can use AeroLeads to view verified contact signals for Daniel Krall at Oppenheimer & Co. Inc., including work email, phone, and LinkedIn data when available.

What schools did Daniel Krall attend?

Daniel Krall holds Finance, Economics from Boston College Carroll School Of Management.

What skills is Daniel Krall known for?

Daniel Krall is listed with skills including English, Powerpoint, Leadership, Social Media, Microsoft Excel, Bilingual Communications, Microeconomics, and Team Leadership.

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