Daniel Roberts, CEP, is the Executive Director of The Palo Alto Group at Morgan Stanley. With previous roles including VP at both Merrill Lynch and Morgan Stanley, Daniel has extensive experience in business development and institutional sales. They obtained a B.A. in Economics from Rutgers, The State University of New Jersey-New Brunswick, and hold various certifications, including Certified Equity Professional and Six Sigma Greenbelt. Daniel has also been recognized with the E*TRADE Circle of Excellence Business Development Award.
This person is not in the org chart
This person is not in any teams
This person is not in any offices