Daniel Fine
International Wealth Management Advisor, Vice President at Merrill Lynch
Based in Coral Gables, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Coral Gables
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Daniel Fine
Daniel Corrigan Fine, CIMA® joined Merrill Lynch Wealth Management as a Financial Advisor, and is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. While studying for his B.A. in Psychology at the University of Miami, Daniel would intern at the Merrill location in Coral Gables gaining exposure in the financial markets. After gaining 2 years of experience trading foreign currencies, his mother, Victoria, recruited him to begin a team bringing his holistic analytical skill set to portfolio management. Combining Victoria's vast market knowledge and experience with the robust technological resources that the firm provides, allows Daniel to help clients define their goals, and optimize their portfolios. Daniel also helps clients with their credit and liquidity needs through Bank of America, N.A. Through the use of credit strategies he can help clients manage both sides of the balance sheet."Having a flexible global perspective and disciplined investment process is at the core of the long term wealth building."- Daniel Corrigan FineInvestments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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