Daniel Halperin Merrill Lynch
Daniel Halperin is registered to do business in : AZ, CA, CT, FL, GA, IA, IL, IN, MA, MI, MN, NC, NJ, NY, OH, OR, SC, WI
Website: insights/danielhalperinmerrilllynch.wordpress.com
LinkedIn: https://www.linkedin.com/in/danielhalperin
Twitter: https://twitter.com/halperin_lynch
Others: https://angel.co/daniel-halperin-merrill-lynch
Chicago, Illinois, United States
Member since June 19, 2016
Financial Advisor at Merrill Lynch Wealth Management
- About
Investor interests
| Locations of interest | |
| Credentials | None |
I am a(n):
Entrepreneur
Companies I've founded or co-founded:
Merrill Lynch Wealth Management
Companies I work or worked for:
Merrill Lynch Wealth Management
If you're an entrepreneur or corporate innovator, why?
I want to change the world.
Full bio
Daniel Halperin grew up in Northbrook, IL and graduated from Emory University's Goizueta Business School with the Honor of Distinction. Prior to joining Merrill Lynch in 2011, Daniel held the position of Chief Executive Officer of a mortgage bank and has been in the financial services industry since 2001.
Daniel and his team work with a select group of clients to implement investment, wealth management, leverage, retirement and estate planning strategies. You should find that the team differentiates itself by consulting on both sides of the balance sheet and focusing on the most efficient means to fund client goals.
