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Daniel Lipschitz

Director, KYC Team Lead at 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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New York, United States

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Oppenheimer Holdings

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Oppenheimer Holdings is an investment bank and full-service investment firm offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide.


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1,001-5,000

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