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Daniel Tyshovnytsky is listed as Senior Vice President, RIA Consultant at Cohen & Steers, a with 384 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at cohenandsteers.com and a matched LinkedIn profile for Daniel Tyshovnytsky.
Daniel Tyshovnytsky previously worked as Senior Vice President, RIA Consultant - South at Cohen & Steers and RIA Specialist at Cohen & Steers. Daniel Tyshovnytsky holds B.S., Major: Finance, Minor: Economics from University Of Delaware.
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AeroLeads found 1 current-domain work email signal for Daniel Tyshovnytsky. Compare company email patterns before reaching out.
Daniel Tyshovnytsky is a Senior Vice President, RIA Consultant at Cohen & Steers. He possess expertise in mutual funds, retirement planning, series 6, series 63, separately managed accounts and 42 more skills. He is proficient in Spanish and Ukrainian.
Listed skills include Mutual Funds, Retirement Planning, Series 6, Series 63, and 43 others.
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Remote
• Responsible for the education and support for all open-end mutual funds and separately managed accounts to RIAs, Multi-Family Offices, and Bank Trusts in OK, TX, LA, MS, AR, AL, GA, FL, & TN
Greater New York City Area
• Work in a hybrid role to service the financial needs and goals of RIA firms and bank trusts across 19 eastern states. • Assist with production of marketing materials and pitch books.
Greater Philadelphia Area
• Manage ongoing relationships with Top 150+ financial advisors across two territories.• Supervise multiple client projects and collaborate with internal sales team to educate customers about product solutions, track market trends, and drive new business.• Train and mentor new employees and profile prospective clients.
Greater Philadelphia Area
• Responded to telephone requests for fund and account information, financial market conditions, fund performance data, and general policies and procedures.• Provided information on investment products, retirement plans, 529 College Savings Plans, and other investment related topics to shareholders and brokers.• Placed mutual fund trades and performed account maintenance tasks.• Conducted all tasks in full compliance with industry and company regulations.
• Analyzed and reviewed expense trends and key operational metrics.• Prepared and analyzed balance sheets, income statements, and monthly performance reports.• Built financial models and accounting templates to help automate reporting procedures.
Wilmington, Delaware
• Completed IRS training program for preparation of individual tax returns using TaxWise software.• Serve as volunteer with the Community Development Corporation to provide tax preparation services to economically disadvantaged families in the Wilmington, DE area.
Other employees you can reach at cohenandsteers.com. View company contacts for 384 employees →
Jim Shields, Cima®
Colleague at Cohen & SteersNew York, United States
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Mike Hart, Cima®
Colleague at Cohen & SteersNew York, United States
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Rogier Quirijns
Colleague at Cohen & SteersLondon, England, United Kingdom
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Marty Cohen
Colleague at Cohen & SteersUnited States
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HK
Hadley Kae
Colleague at Cohen & SteersNew York, United States
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Sayuri Ohyagi
Colleague at Cohen & SteersHong Kong Sar, Hong Kong
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Arun Sharma
Colleague at Cohen & SteersNew York, United States
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JG
Jerome Galam
Colleague at Cohen & SteersNew York, United States
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Regina Vaitzman
Colleague at Cohen & SteersNew York, United States
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CD
Courtney Dover
Colleague at Cohen & SteersNew York, United States
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Quick answers generated from the profile data available on this page.
Daniel Tyshovnytsky works for Cohen & Steers.
Daniel Tyshovnytsky is listed as Senior Vice President, RIA Consultant at Cohen & Steers.
AeroLeads has found 1 work email signal at @cohenandsteers.com for Daniel Tyshovnytsky at Cohen & Steers.
Daniel Tyshovnytsky is based in Houston, Texas, United States while working with Cohen & Steers.
Daniel Tyshovnytsky has worked for Cohen & Steers, Lincoln Financial Group, Delaware Investments, A Member Of The Macquarie Group, Aramark Uniform Services, and Community Development Coroporation.
Daniel Tyshovnytsky's colleagues at Cohen & Steers include Jim Shields, Cima®, Mike Hart, Cima®, Rogier Quirijns, Marty Cohen, and Hadley Kae.
You can use AeroLeads to view verified contact signals for Daniel Tyshovnytsky at Cohen & Steers, including work email, phone, and LinkedIn data when available.
Daniel Tyshovnytsky holds B.S., Major: Finance, Minor: Economics from University Of Delaware.
Daniel Tyshovnytsky is listed with skills including Mutual Funds, Retirement Planning, Series 6, Series 63, Separately Managed Accounts, Sales Management, Series 7, and Finance.
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