Daniel Korman

Daniel Korman Email and Phone Number

Financial Strategy | Process Optimization | Relationship Management @ RBC Wealth Management
toronto, ontario, canada
Daniel Korman's Location
Minneapolis, Minnesota, United States, United States
Daniel Korman's Contact Details

Daniel Korman work email

Daniel Korman personal email

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.

Daniel Korman's Current Company Details
RBC Wealth Management

Rbc Wealth Management

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Financial Strategy | Process Optimization | Relationship Management
toronto, ontario, canada
Employees:
6359
Daniel Korman Work Experience Details
  • Rbc Wealth Management
    Senior Consultant
    Rbc Wealth Management Jan 2019 - Present
    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
  • Gradient Investments
    Senior Investment Consultant
    Gradient Investments Sep 2017 - Jan 2019
    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
  • Rbc Wealth Management
    Investment Representative
    Rbc Wealth Management Feb 2014 - Feb 2015
    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
  • Rbc Wealth Management
    Overlay Portfolio Management Specialist
    Rbc Wealth Management Jan 2013 - Feb 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
  • Rbc Capital Markets
    Sr. Associate
    Rbc Capital Markets Feb 2011 - Jan 2013
    Greater Minneapolis-St. Paul Area
  • Wells Fargo
    Sales Specialist
    Wells Fargo May 2010 - Feb 2011
    Minnesota

Daniel Korman Skills

Investments Microsoft Office Sales Finance Portfolio Management Leadership Mutual Funds Financial Analysis Morningstar Bloomberg Trading Financial Planning Microsoft Access Salesforce Sql Data Analysis Financial Modeling

Daniel Korman Education Details

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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