Dan Greenblatt
Director, Chief Investment Office Fixed Income @Merrill Lynch
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WORK HISTORY
Director, Chief Investment Office Fixed Income @Merrill Lynch
Lead go-to-market initiatives for Chief Investment Office’s Fixed Income team with $108B in assets under management across active and passive strategies-Launched scalable active duration liquidity strategies, attracting $2.7B in client assets within four months-Drive new revenue-generating and cost-saving initiatives for Chief Investment Office and Bank of America\'s Investment Solutions Group, capturing $150MM in expense reductions and $14MM in new revenue opportunities within two years-Led content development of Chief Investment Office’s flagship Investment Strategy Overview, a quarterly report made available to over 2.5 million clients, covering macroeconomic outlook, equities, fixed income, alternative investments and portfolio implementation guidance
EDUCATION
UCLA Anderson School of Management
Master of Business Administration - MBA
The George Washington University
International Economics, Elliott School of International Affairs
SKILLS
ABOUT DAN GREENBLATT
Financial services professional with 18 years of investment banking and asset management experience. Demonstrated track record of attracting and retaining high-net-worth wealth management clients at Bulge-Bracket Wall Street banks and of developing successful pitches for early-stage companies seeking capital.
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