Daniel Goren
Operations
- Role
- Head of Operations at Ialta
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Head of Operations
Nov 2025 — Present
Education
Penn State University
BS, Financial Services
2004 — 2009
Penn State University
Bachelor of Science, Business; Concentration Financial Services
Skills
- Series 7
- Asset Allocation
- Mutual Funds
- Risk Management
- Investment Strategies
- Etfs
- Microsoft Excel
- Powerpoint
- Fixed Income
- Process Improvement
- Equities
- Analysis
- Office
- Microsoft Office
- Asset Management
- Securities
- Financial Services
- Customer Service
- Finra
- Security Apl
- Microsoft Word
- Wealth Management
- Management
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