Daniel Korman
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Daniel Korman Email & Phone Number

Senior Consultant at RBC Wealth Management
Location: Minneapolis, Minnesota, United States 6 work roles 2 schools
1 work email found @rbc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@rbc.com
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Current company
RBC Wealth Management
Role
Senior Consultant
Location
Minneapolis, Minnesota, United States
Company size
6359 employees

Who is Daniel Korman? Overview

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Quick answer

Daniel Korman is listed as Senior Consultant at RBC Wealth Management, a company with 6359 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Daniel Korman.

Daniel Korman previously worked as Senior Investment Consultant at Gradient Investments and Investment Representative at Rbc Wealth Management. Daniel Korman holds Master Of Business Administration (M.B.A.), Strategic Management from University Of Minnesota-Twin Cities.

Company email context

Email format at RBC Wealth Management

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

About Daniel Korman

Throughout my career, I have had the opportunity to work on challenging projects, deliver meaningful presentations, and develop financial strategy for my firm and clients. These experiences have allowed me to interface with a diverse cast of people from all over the world, enhancing my understanding of it, and allowing me to learn multiple perspectives. My specific skill sets include advanced financial modeling, dispute resolution, adding efficiencies to processes, and collaborating with cross functional teams on large scale projects.I received my MBA from Carlson School of Management in 2017, with a concentration in Strategic Management.

Listed skills include Investments, Microsoft Office, Sales, Finance, and 13 others.

Current workplace

Daniel Korman's current company

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

RBC Wealth Management
Rbc Wealth Management
Senior Consultant
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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6 roles

Daniel Korman work experience

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

Senior Consultant

Current
Rbc Wealth Management

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
Jan 2019 - Present

Senior Investment Consultant

Gradient Investments

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
Sep 2017 - Jan 2019

Investment Representative

Rbc Wealth Management

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
Feb 2014 - Feb 2015

Overlay Portfolio Management Specialist

Rbc Wealth Management

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
Jan 2013 - Feb 2014

Sales Specialist

Wells Fargo

Minnesota

May 2010 - Feb 2011
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

NJ Noah Jacobson Noah Jacobson Colleague at Rbc Wealth Management South Orange, New Jersey, United States, United States View → NI Natalie Insley Natalie Insley Colleague at Rbc Wealth Management United Kingdom, United Kingdom View → DP Dustin Poretskin, Cfp®, Chartered Sri Counselor ™ Dustin Poretskin, Cfp®, Chartered Sri Counselor ™ Colleague at Rbc Wealth Management New York City Metropolitan Area, United States View → JA Jim Augustine Jim Augustine Colleague at Rbc Wealth Management Sioux City, Iowa, United States, United States View → MS Marilena Stocco Marilena Stocco Colleague at Rbc Wealth Management Toronto, Ontario, Canada, Canada View → SK Scott Klein, Csm Scott Klein, Csm Colleague at Rbc Wealth Management Greater Minneapolis-St. Paul Area, United States View → RD Randon Dauman Randon Dauman Colleague at Rbc Wealth Management Minneapolis, Minnesota, United States, United States View → JW Joyce Walsh Joyce Walsh Colleague at Rbc Wealth Management Toronto, Ontario, Canada, Canada View → LB Lindsay Bezaire Lindsay Bezaire Colleague at Rbc Wealth Management Toronto, Ontario, Canada, Canada View → TM Todd Mason Todd Mason Colleague at Rbc Wealth Management Houston, Texas, United States, United States View →
2 education records

Daniel Korman education

FAQ

Frequently asked questions about Daniel Korman

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

What company does Daniel Korman work for?

Daniel Korman works for RBC Wealth Management.

What is Daniel Korman's role at RBC Wealth Management?

Daniel Korman is listed as Senior Consultant at RBC Wealth Management.

What is Daniel Korman's email address?

AeroLeads has found 1 work email signal at @rbc.com for Daniel Korman at RBC Wealth Management.

Where is Daniel Korman based?

Daniel Korman is based in Minneapolis, Minnesota, United States while working with RBC Wealth Management.

What companies has Daniel Korman worked for?

Daniel Korman has worked for Rbc Wealth Management, Gradient Investments, Rbc Capital Markets, and Wells Fargo.

Who are Daniel Korman's colleagues at RBC Wealth Management?

Daniel Korman's colleagues at RBC Wealth Management include Noah Jacobson, Natalie Insley, Dustin Poretskin, Cfp®, Chartered Sri Counselor ™, Jim Augustine, and Marilena Stocco.

How can I contact Daniel Korman?

You can use AeroLeads to view verified contact signals for Daniel Korman at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Daniel Korman attend?

Daniel Korman holds Master Of Business Administration (M.B.A.), Strategic Management from University Of Minnesota-Twin Cities.

What skills is Daniel Korman known for?

Daniel Korman is listed with skills including Investments, Microsoft Office, Sales, Finance, Portfolio Management, Leadership, Mutual Funds, and Financial Analysis.

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