Daniel J Roberts
About Daniel J Roberts
Daniel J. Roberts is a Senior Fixed Income Specialist at TD Ameritrade with a strong background in finance and investment, holding an MBA from Baruch College and an MS in Predictive Analytics from Northwestern University.
Title
Daniel J Roberts is a Senior Fixed Income Specialist at TD Ameritrade. He has held this position since 2013.
Current Company
Daniel J Roberts is currently working at TD Ameritrade as a Senior Fixed Income Specialist. His responsibilities include overseeing fixed income investments and supporting the financial objectives of his clients. Based in Jersey City, New Jersey, Daniel has been a critical part of the organization since 2013.
Previous Roles
Before joining TD Ameritrade, Daniel J Roberts held numerous roles across the financial industry. He worked as an Investment Consultant at Scottrade from 2009 to 2013. Prior to that, he served as a Financial Advisor at Merrill Lynch from 2009 to 2010 and as a Credit Analyst at Jefferies from 2008 to 2009. Additionally, Daniel managed his own business, DJ Distributors LLC, as Owner/Operator from 2005 to 2010 in New York.
Education
Daniel J Roberts holds a Master of Business Administration (MBA) in Accounting and Finance from the City University of New York-Baruch College, Zicklin School of Business, completed between 2012 and 2016. He also obtained a Master of Science (MS) in Predictive Analytics from Northwestern University in 2011. Furthermore, he earned a Bachelor of Business Administration in Finance & Investments from Baruch College, completed between 2005 and 2010.
Achievements
Throughout his career, Daniel J Roberts has received several notable accolades. These include the 'President's Club' award for outstanding performance, received in six quarters, and the 'Best of the Best' annual recognition for top performance in his role. He has been instrumental in growing regional fixed income revenue for the NYC/CT region, consistently ranking in the top 10% of his peers. Additionally, Daniel has helped raise over $250 million in net new assets and fixed income assets under management.
Professional Memberships
Daniel J Roberts is an active member of the CFA Institute, demonstrating his commitment to continuing professional development and adherence to high ethical standards within the field of financial analysis.