Daniel Hafford

Svp, Senior National Accounts Relationship Manager at Cohen & Steers

Daniel Hafford's work experience includes various roles in the financial industry. Daniel started their career at E*TRADE Financial as a Platinum Relationship Manager from January 2007 to August 2008. Daniel then joined Bank of America as an AVP, Preferred Services Investment Specialist from August 2008 to January 2010. Following that, they worked at UBS Wealth Management as a Senior Financial Advisor from January 2010 to September 2011. From September 2011 to July 2014, they worked as a Wealth Management Consultant at Cohen & Steers. Daniel then moved up to become the VP, Head of Internal Sales at Cohen & Steers from July 2014 to July 2017. Daniel'smost recent role was as a SVP, Senior National Accounts Relationship Manager at Cohen & Steers starting in July 2017.

Daniel Hafford earned a Bachelor of Science (BS) degree in Financial Management from the Wilbur O. and Ann Powers College of Business at Clemson University in the years 2002 to 2006. Daniel also obtained various certifications such as NASD Series 24, NASD Series 66, NASD Series 63, and NASD Series 7 from the Financial Industry Regulatory Authority (FINRA) in the years 2007 to 2011.

Links

Previous companies

UBS logo
E*Trade Financial logo
Bank of America logo

Timeline

  • Svp, Senior National Accounts Relationship Manager

    July, 2017 - present

  • Vp, Head Of Internal Sales

    July, 2014

  • Wealth Management Consultant

    September, 2011

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