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Daniel Reilly

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Daniel Reilly

Senior Vice President | Revere Securities

New York, New York, United States

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Daniel Reilly

Summary

Daniel Reilly is a seasoned financial professional with a strong background in asset allocation and wealth management. As the Senior Vice President at Revere Securities, he excels in simplifying complex financial scenarios for his clients. His approach is centered around building lasting relationships and delivering exceptional service tailored to individual needs. With experience at prestigious firms like Morgan Stanley and Bank of America Merrill Lynch, Daniel has honed his skills in investment strategies and retirement planning. He holds a Bachelor of Science degree from Fordham University, specializing in Finance and Business Communications. Daniel is passionate about leveraging his expertise to empower clients in their financial journeys and is known for his commitment to integrity and excellence in the financial services industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Daniel Reilly

Work Experience

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Senior Vice President at

Revere Securities

June 2018 - Present

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

March 2015 - December 2021

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Financial Advisor at

Merrill Lynch

April 2011 - February 2015

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Investment Associate at

UBS Group AG

September 2007 - April 2011

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Municipal Bond Specialist at

The GMS Group

May 2006 - September 2007

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Daniel Reilly

Education

Fordham University, Bachelor Of Science

Frequently Asked Questions about Daniel Reilly

What is Daniel Reilly email address?

Daniel Reilly's primary email address is *******@reveresecurities.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Daniel Reilly work for?

Daniel Reilly is a Senior Vice President at Revere Securities, a company specializing in Functions related to depository banking.

Where Daniel Reilly graduated from?

Daniel Reilly holds a degree in Finance, Business Communications from Fordham University.

How can I directly contact Daniel Reilly?

To contact Daniel Reilly directly, you can use the email address *******@reveresecurities.com. Complete contact information is available upon registration with Muraena.

Who is Daniel Reilly?

Daniel Reilly is a seasoned financial professional with a strong background in asset allocation and wealth management. As the Senior Vice President at Revere Securities, he excels in simplifying complex financial scenarios for his clients. His approach is centered around building lasting relationships and delivering exceptional service tailored to individual needs. With experience at prestigious firms like Morgan Stanley and Bank of America Merrill Lynch, Daniel has honed his skills in investment strategies and retirement planning. He holds a Bachelor of Science degree from Fordham University, specializing in Finance and Business Communications. Daniel is passionate about leveraging his expertise to empower clients in their financial journeys and is known for his commitment to integrity and excellence in the financial services industry.

Daniel`s contact details

mail

*******@reveresecurities.com

Colleagues

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Chief Executive Officer

John Pechalonis

Senior Vice-President

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