Daniel Sherman

Daniel Sherman: Email & Phone Number

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Financial Advisor at Ronald Gelok & Associates|New York City Metropolitan Area, United States

Position:

Financial Advisor at Ronald Gelok & Associates

Location:

New York City Metropolitan Area, United States

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Last updated: 2026-07-14
Updated: 2026-07-14

Found email addresses for Daniel Sherman:

Business emails:
d******n@lenoxadvisors.com,
d******n@ronaldgelok.com
Personal emails:

Found phone for Daniel Sherman:

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Work Experience 18 years

Financial Advisor at Ronald Gelok & Associates

Nov 2025 - Current

Associate at Lenox Advisors

Mar 2024 - Nov 2025

Senior Client Relationship Manager at Cult Wines

Apr 2023 - Aug 2023

Volunteer at Eric Adams 2021

Oct 2019 - Dec 2021

Senior Financial Advisor/PIA Portfolio Advisor at Merrill Lynch

Sep 2011 - Apr 2016

Financial Advisor at Morgan Stanley

Nov 2010 - Aug 2011

Associate Advisor at Fifth Avenue Financial

Jun 2008 - Oct 2010

Daniel Sherman started working in 2008, then the employee has changed 6 companies and 5 jobs. On average, Daniel Sherman works for one company for 1 year 9 months.

Their professional focus is Alternative Investments, Asset Management, and Client Administration across 3 core areas.

Education

MBA at NYU Stern School of Business

BA at University of Denver

High School at Salisbury School

Daniel Sherman Namesakes

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Daniel Sherman
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Daniel Sherman
Product Operations Manager
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Daniel Sherman
Product Engineer
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