Daniel Berkman
About Daniel Berkman
Daniel Berkman is the Director of Retail Business and Product Strategy & Analytics at TD Ameritrade, with a background in strategic planning, analytics, and business planning.
Title and Current Role at TD Ameritrade
Daniel Berkman is currently the Director of Retail Business and Product Strategy & Analytics at TD Ameritrade. In this role since 2019, he is responsible for overseeing retail business initiatives and product strategies. He operates from the Dallas/Fort Worth area, focusing on analytics to improve business outcomes in the retail sector.
Previous Roles at TD Ameritrade
Before his current position, Daniel Berkman served in multiple roles at TD Ameritrade. He was the Chief of Staff to the President of Retail from 2017 to 2018, a Senior Manager in Retail Strategic Planning & Analytics from 2016 to 2019, and a Manager of Retail Strategy & Analytics from 2015 to 2016. Additionally, he worked as an Analyst in Executive Insights, Retail Strategy & Operations from 2012 to 2014 and held various strategy analyst positions at TD Ameritrade Institutional in 2012 and 2011.
Experience at Apollo Global Management LLC
Daniel Berkman worked at Apollo Global Management LLC as an Associate in Business Planning & Analysis. His tenure at Apollo spanned from 2014 to 2015, where he was based in the Greater New York City Area. His responsibilities included analyzing business operations and contributing to strategic planning initiatives.
Early Career in Real Estate and Publishing
In the early stages of his career, Daniel Berkman was a Commercial Real Estate Underwriter at LGA Capital CRE, LLC from 2010 to 2011. He also worked as a Real Estate Development Intern at Redbrick Development Group in 2009. Additionally, he served as Editor in Chief of Punch Bowl Humor Magazine at the University of Pennsylvania from 2008 to 2011.
Educational Background
Daniel Berkman graduated from the University of Pennsylvania with a BA in Economics, Consumer Psychology, and Mathematics, completed from 2007 to 2011. Prior to that, he earned his high school diploma from Bullis High School, where he studied from 2003 to 2007.