Dan Greenstein
About Dan Greenstein
Dan Greenstein is a Senior Analyst at CIBC Asset Management with extensive experience in data analysis, technical writing, and investment management.
Current Role at CIBC Asset Management
Dan Greenstein currently holds the position of Senior Analyst at CIBC Asset Management. He began this role in 2021. His responsibilities include analyzing asset management strategies and delivering research insights to aiding investment decision-making processes. Dan joined CIBC Asset Management after a period in a different role within the same company, demonstrating career progression within the organization.
Previous Roles at CIBC Asset Management
Before becoming a Senior Analyst, Dan Greenstein worked at CIBC Asset Management as an Analyst in Research & Communications, from 2015 to 2021. During his six-year tenure, he contributed towards research efforts and communication strategies, helping the team with essential analytical work and public relations activities.
Experience at LexisNexis
Dan worked at LexisNexis Canada Inc. as a Data Analyst in 2014 for three months. Prior to that, he served as a Technical Writer at LexisNexis from 2007 to 2014. During his seven years as a Technical Writer, he was responsible for creating and updating technical documentation, manuals, and guides which supported the company’s software and services.
Educational Background
Dan Greenstein has a diverse educational background. He studied at the Glendon Campus of York University and achieved a qualification in Technical Writing between 2005 and 2007. He attended the Canadian Securities Institute from 1998 to 2000, studying Securities, Compliance, Options, and Derivatives, and received multiple certifications including CSC, CPH, DFC, OLC, and AML. Additionally, Dan holds a Bachelor's degree in Finance from Western University, obtained between 1996 and 1999.
Early Career and Internships
Dan Greenstein began his career as a Co-op Student in Mutual Fund Transfers at ScotiaMcLeod, spending nine months in the Toronto area between 1995 and 1996. He later worked as an Investment Representative at TD Waterhouse from 2000 to 2004, where he gained valuable experience in the financial services industry. His early roles set the foundation for his continued work in the finance and asset management sectors.