Daniel Korman Email & Phone Number

Greater Minneapolis-St. Paul Area

• Manage financial advisor transition programs for all 2,000 advisors at RBC US Wealth Management• Consult with financial advisors to help them plan their retirement and succession strategies• Conduct competitive benchmarking and analysis to provide recommendations for program enhancements to executive leaders• Work with executive management to ensure program offerings are robust and competitive• Successfully structured and executed over 100+ transactions involving over $10B in client assets

Greater Minneapolis-St. Paul Area

• Advised on the management of $200MM in AUM spread across 30+ independent RIAs• Served as CIO for independent RIAs, helping them establish investment policy and philosophy

Greater Minneapolis-St. Paul Area

• Worked in a team based format collectively managing over $1B in client assets • Led team in ETF and mutual fund sales during fiscal year 2014

Greater Minneapolis-St. Paul Area

• Served key role on team overseeing $6B in client assets spread over 100+ portfolios • Championed new process improvements that drove workflow efficiencies

Greater Minneapolis-St. Paul Area

Minnesota

Master Of Business Administration (M.B.A.), Strategic Management

Bba, Finance