AeroLeads people directory · profile
Daniel Reagan Email & Phone Number
Vice President, Equity Research
at
Canaccord Genuity - Global Capital Markets
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President, Equity Research
Location
Greater Boston, United States, United States
Who is Daniel Reagan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Reagan is listed as Vice President, Equity Research at Canaccord Genuity - Global Capital Markets, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Daniel Reagan.
Daniel Reagan previously worked as Senior Associate, Equity Research (Enterprise Software) at Canaccord Genuity - Global Capital Markets and Associate, Equity Research (Enterprise Software) at Canaccord Genuity - Global Capital Markets. Daniel Reagan holds Bachelor Of Science - Bs, Finance from University Of Rhode Island.
Company email context
Email format at Canaccord Genuity - Global Capital Markets
This section adds company-level context without repeating Daniel Reagan's masked contact details.
Canaccord Genuity - Global Capital Markets
Review company-level records connected to Daniel Reagan before choosing the right outreach path.
Profile bio
About Daniel Reagan
Experienced Equity Research Associate with a demonstrated history of working in equity research and portfolio management. Skilled in Fundamental Analysis, Modeling, Research Writing, Valuation, Portfolio Management and Industry Analysis. Strong finance professional with a Bachelor of Science - BS focused in Finance. Series 7, 63, 86 & 87 licensed.
Current workplace
Daniel Reagan's current company
Company context helps verify the profile and gives searchers a useful next step.
Canaccord Genuity - Global Capital Markets
AeroLeads page
16 roles · 12 years
Daniel Reagan work experience
A career timeline built from the work history available for this profile.
Vice President, Equity Research
Current
Apr 2024 - Present
Senior Associate, Equity Research (Enterprise Software)
Apr 2021 - May 2024
Associate, Equity Research (Enterprise Software)
Enterprise Software Coverage under David Hynes. IPO/SPAC Participation (22): AI, BRZE, CVO, CVT, DH, DOCN, EVCM, FRSH, JAMF, KLTR, KNBE, LAW, MAPS, MNDY, ONTF, PATH, PCOR, SNOW, TOST, USER, XM, ZETACovered Companies: ADSK, AI, AVLR, BIGC, BILL, BRZE, CRM, CVO, CVT, DH, DOCN, DT, EVCM, FIVN, FRSH, HUBS, JAMF, KLTR, KNBE, LAW, MAPS, MDB, MNDY, NOW, ONTF.
Jul 2020 - Apr 2021
Equity Research Associate (Tmt)
FinTech, IT Services and Professional Services sectors under Joseph Foresi - #1 ranked Wall Street analyst of the decade.FinTech: PYPL, SQ, MA, V, ADYEN, STNE, PAGS, FIS, FISV, GPN, IMXI, JKHY, PAGS, RPAYIT Services: IBM, ACN, EPAM, GLOB, DAVA, GDYN, CTSH, FDC, INFY, EXLS, COUP, VRTU, WNS, XELAProfessional Services: MSCI, SGPI, MCO, IT, FDS, EXPO, INFO, VRSK
2019 - 2020
~1 yr
Senior Portfolio Analyst
2018 - 2019
~1 yr
Portfolio Analyst
2016 - 2018
~2 yrs
President
- Led our board to effectively become the most award winning Greek System in Northeast, winning 5 of 7 awards at NGLA
- Managed and supervised board which governs 2800 students, 14 chapters, and worked closely with the administration
- Guided implementation of Green Dot and Title IX training, making the campus safer while building awareness of bystander intervention
- Guided philanthropic efforts to raise $114,000 to provide support for Habitat for humanity, with struggling families & children
2015 - 2016
~1 yr
V.P. Of Parliamentary Procedure
- Ran executive presidents meetings for the governing body for all fraternities at the University of Rhode Island
- Provided well thought out, unbiased punishments to fraternities sent to our standards board committee
- Headed Standards Board Committee and acted as a guide for the bylaws, parliamentary procedure, and Roberts Rules of Order
2014 - 2015
~1 yr
Co-Founder, Executive Chairman
Collegiate Capital Investment Fund
- Co-developed endowment fund with the purpose of achieving self-sustainable funding for the Intrafraternity Conference
- Conducted market analysis and used portfolio optimization techniques to develop a unique, well-diversified, risk averse, and steady growth portfolio that meets the investment objectives
- Developed process automation to populate financial models
- Filed Corporate Resolution documents with Fidelity
- Drafted by-laws to create a well-organized, functional, and dynamic organization
- Constructed detailed performance reports for the Intrafraternity Conference
2015 - 2016
~1 yr
Founder & President
- Founded team in 2014 by convening well suited men and women to compose a team
- Grew team to 55 coed athletes by the end of the 2nd year
- Ranked #1 in New England for 2016
- Created governing foundation and proceeded to be recognized and funded by the University of Rhode Island as an official organization
- Created budget and coordinated funding from student senate
- Nationally Ranked
2014 - 2016
~2 yrs
Equity Research Analyst
Ram Fund
- Focused on top 5 undervalued small-mid cap stocks in each sector; using metrics such as DCF, Porter, FCFE, and Piotroski
- Effectively calculated optimal weights using efficient frontier
- Presented portfolio findings at Fidelity Investments to a board room of 30 investment professionals
2015 - 2015
Ambassador
- Developed campus initiatives to promote products to URI students
- Exceeded corporate demands for students information leads
- Coordinated and spoke to large groups (100+ students in a room)
2014 - 2015
~1 yr
Judicial Board President
- Updated and enforced Chapter Bylaws which 70 men use as a guide of daily action
- Educated Judicial Board, and set forth future goals for the board, along with creating documents to record data and history
- Provided appropriate punishments to men sentenced to board, and handled confidential situations
Sep 2013 - Sep 2014
Onsite Technician
Applied Communications
- Installed wireless infrastructure, responsible for install, tuning, testing, turn up, and created billable document for the client
- Gathered all pertinent information to provide work data to report for billing
- In charge of inventory, recording inventory in and out
- Traveled to various client locations across the country, primarily for Fidelity Investments, firm’s largest client
Apr 2012 - Aug 2014
Outdoor Management
Blackstone National Golf Club
- Managed driving range, and multi-tasked in a fast paced environment, self-managed
- Created and maintained exemplary customer relations, developed professional relationships with high profile clientele
Apr 2009 - Sep 2011
2 education records
Daniel Reagan education
Bachelor Of Science - Bs, Finance
University Of Rhode Island
Education record
Saint John'S High School
FAQ
Frequently asked questions about Daniel Reagan
Quick answers generated from the profile data available on this page.
What company does Daniel Reagan work for?
Daniel Reagan works for Canaccord Genuity - Global Capital Markets.
What is Daniel Reagan's role at Canaccord Genuity - Global Capital Markets?
Daniel Reagan is listed as Vice President, Equity Research at Canaccord Genuity - Global Capital Markets.
Where is Daniel Reagan based?
Daniel Reagan is based in Greater Boston, United States, United States while working with Canaccord Genuity - Global Capital Markets.
What companies has Daniel Reagan worked for?
Daniel Reagan has worked for Canaccord Genuity - Global Capital Markets, Cantor Fitzgerald, Bny Mellon Wealth Management, North-American Interfraternity Conference, and Collegiate Capital Investment Fund.
How can I contact Daniel Reagan?
You can use AeroLeads to view verified contact signals for Daniel Reagan at Canaccord Genuity - Global Capital Markets, including work email, phone, and LinkedIn data when available.
What schools did Daniel Reagan attend?
Daniel Reagan holds Bachelor Of Science - Bs, Finance from University Of Rhode Island.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial