Oppenheimer Holdings
Daniel Lipschitz is an experienced compliance professional with a robust background in financial services. Currently serving as the Director and KYC Team Lead at Oppenheimer & Co. Inc. since January 2018, Daniel has previously held the position of Associate Director. Prior experience includes a tenure at State Street from November 2012 to December 2017 as a Corporate Compliance Associate, where Daniel worked as an Analyst in the IFS Corporate Compliance Group. Additionally, Daniel served as a Financial Crimes Compliance Analyst at Barclays Capital from January 2009 to January 2011.
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