Jul 2025 - Current
May 2025 - Jun 2025
Nov 2024 - Apr 2025
Oct 2023 - Nov 2024
Aug 2024 - Dec 2024
May 2024 - Aug 2024
Bachelor of Science - BS at Northeastern University
High School Diploma at The Charter School of Wilmington
Name: Smartleaf
Speciality: Automated Tax Management, Easy Direct Indexes, Model Distribution Services, Advanced Householding, Automated Cash Management, Automated Implementation of Religious Values & ESG Screens
Location: Boston, MA, United States
Employees: 10-50
HQ Phone: 617-453-0714
Description: Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest l...
What is Daniel Ma's minimum period of employment in the companies?
Daniel Ma's minimum period of employment in various companies is 1 month.What is Daniel Ma's average duration of employment for different companies?
On average, Daniel Ma works for one company for 5 monthsWhat industries has Daniel Ma worked in?
Daniel Ma works in the Financial Services. Previously, Daniel Ma worked in the Higher Education, and Computer Software.What positions has Daniel Ma held before?
Previously, Daniel Ma worked as a Research Experience for Undergraduates (REU), and Research Assistant, and Teaching Assistant.How do I contact Daniel Ma?
Daniel Ma's email address is m******l@smartleaf.com, phone number is +1-870-***-**87. Sign up to get contact details.Who are Daniel Ma's peers at other companies?
Daniel Ma's peers at other companies are Dylan Hughes and Corey McTavish and Dante Rendell