Daniel Korman Email and Phone Number
Daniel Korman work email
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Daniel Korman personal email
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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.
Rbc Wealth Management
View- Website:
- rbcwealthmanagement.com
- Employees:
- 6359
-
Senior ConsultantRbc Wealth Management Jan 2019 - PresentGreater 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 -
Senior Investment ConsultantGradient Investments Sep 2017 - Jan 2019Greater 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
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Investment RepresentativeRbc Wealth Management Feb 2014 - Feb 2015Greater 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 -
Overlay Portfolio Management SpecialistRbc Wealth Management Jan 2013 - Feb 2014Greater 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 -
Sr. AssociateRbc Capital Markets Feb 2011 - Jan 2013Greater Minneapolis-St. Paul Area -
Sales SpecialistWells Fargo May 2010 - Feb 2011Minnesota
Daniel Korman Skills
Daniel Korman Education Details
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Strategic Management -
Finance
Frequently Asked Questions about Daniel Korman
What company does Daniel Korman work for?
Daniel Korman works for Rbc Wealth Management
What is Daniel Korman's role at the current company?
Daniel Korman's current role is Financial Strategy | Process Optimization | Relationship Management.
What is Daniel Korman's email address?
Daniel Korman's email address is da****@****rbc.com
What schools did Daniel Korman attend?
Daniel Korman attended University Of Minnesota-Twin Cities, University Of Minnesota-Duluth.
What skills is Daniel Korman known for?
Daniel Korman has skills like Investments, Microsoft Office, Sales, Finance, Portfolio Management, Leadership, Mutual Funds, Financial Analysis, Morningstar, Bloomberg, Trading, Financial Planning.
Who are Daniel Korman's colleagues?
Daniel Korman's colleagues are Elizabeth Neumayer, Paula Rodriguez, Sivamalar Navaratnarajah, Natalie Insley, Shauna Glemser, Cfp, Cara Bunce, Bill Cariker, Cfp®, Cima®.
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