Daniel M. Milligan, CFA, CAIA
VP - Separately Managed Accounts @ Columbia Threadneedle Investments
About
Investment management professional with experience in distribution, market analysis, competitive strategy, and product development.
United States
Boston
Financial Services
Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Retirement, Asset Allocation, Strategic Financial Planning, Financial Services, Investment Advisory, Securities, Asset Management, Financial Advisory, Alternative Investments, 401k, Salesforce.com, Relationship Management, Strategy, Financial Analysis, Investment Strategies
Experience
VP - Separately Managed Accounts
Columbia Threadneedle Investments
Boston, Massachusetts, United States
Responsible for growing and overseeing Columbia Threadneedle's Separately Managed Account business.
Senior Director - Separately Managed Accounts
Columbia Threadneedle Investments
United States
Responsible for the development and management of Separately Managed Account and Model Portfolio product lines.
Director - U.S. Product Development and Strategy
Columbia Threadneedle Investments
Boston, MA
Responsible for developing and operationalizing investment products including SMAs, model portfolios, ETFs, and mutual funds.
Senior Manager - U.S. Product Development and Strategy
Columbia Threadneedle Investments
Boston, MA
Responsible for developing and operationalizing investment products including SMAs, model portfolios, ETFs, and mutual funds.
Manager - Competitive Strategy and Market Analytics
Columbia Threadneedle Investments
Boston, MA
Generated market analytics to aid distribution teams, senior leadership, internal oversight committees, and fund boards. Contributed to the development of a centralized business intelligence platform and data-driven distribution strategy. Managed relations with industry consultants.
Regional Sales Director
Columbia Threadneedle Investments
Boston, MA
Central point of contact for multiple territories charged with growing and diversifying asset flows across strategies and vehicle types. Placed in highest tier of internal wholesaler based on product knowledge and experience. Winner of the 2013 Sales Desk Presentation Contest.
Education
Boston College
Economics
Boston College Carroll School of Management
Daniel M. Milligan, CFA, CAIA's Contact Information
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