![Daniel Tran](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Daniel Tran is currently working as a Research Associate at Stifel Nicolaus Canada, Inc. He previously worked as an Associate at Dundee Corp.
and as a Senior Analyst at State Street Corp.
He also worked as an Equity Analyst at Coerente Capital Management, Inc. from 2018 to 2021.
Mr. Tran completed his undergraduate degree from Toronto Metropolitan University.
Aktive Positionen von Daniel Tran
| Unternehmen | Position | Beginn |
|---|---|---|
Stifel Nicolaus Canada, Inc.
 Stifel Nicolaus Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.11.2021 |
Ehemalige bekannte Positionen von Daniel Tran
| Unternehmen | Position | Ende |
|---|---|---|
Coerente Capital Management, Inc.
 Coerente Capital Management, Inc. Investment ManagersFinance Coerente employs a Growth-at-a-Reasonable-Price (GARP) investment style. The firm seeks to provide a fundamental, low risk and low fee approach in building customized portfolios tailored to individual client needs. They identify quality companies with enduring businesses that are well managed as well as demonstrating good governance and sustainability. The emphasis is on large-cap companies with steady cash flows. Coerente uses internal fundamental research to properly identify and value equity candidates which meet their investment criteria. Their fixed income style is an extension of the equity research process. | Analyst-Equity | 01.11.2021 |
| DUNDEE CORPORATION | Corporate Officer/Principal | - |
State Street Corp. (Fund Distributor)
 State Street Corp. (Fund Distributor) Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Ausbildung von Daniel Tran
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
3
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Dundee Corp.
 Dundee Corp. Investment ManagersFinance Provides wealth management and financial services | Finance |
Toronto Metropolitan University of
 Toronto Metropolitan University of Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State Street Corp. (Fund Distributor)
State Street Corp. (Fund Distributor) Investment ManagersFinance Provides investment advice | Finance |
Coerente Capital Management, Inc.
Coerente Capital Management, Inc. Investment ManagersFinance Coerente employs a Growth-at-a-Reasonable-Price (GARP) investment style. The firm seeks to provide a fundamental, low risk and low fee approach in building customized portfolios tailored to individual client needs. They identify quality companies with enduring businesses that are well managed as well as demonstrating good governance and sustainability. The emphasis is on large-cap companies with steady cash flows. Coerente uses internal fundamental research to properly identify and value equity candidates which meet their investment criteria. Their fixed income style is an extension of the equity research process. | Finance |
Stifel Nicolaus Canada, Inc.
Stifel Nicolaus Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
