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Daniel Sherman's email & phone

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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: 2026-01-24
Updated: 2026-01-24

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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.

Education

MBA at NYU Stern School of Business

BA at University of Denver

High School at Salisbury School

Frequently Asked Questions

What is Daniel Sherman's minimum period of employment in the companies?

Daniel Sherman's minimum period of employment in various companies is 4 months.

What is Daniel Sherman's average duration of employment for different companies?

On average, Daniel Sherman works for one company for 2 years

What industries has Daniel Sherman worked in?

Daniel Sherman works in the Financial Services.

What positions has Daniel Sherman held before?

Previously, Daniel Sherman worked as a Associate, and Senior Client Relationship Manager, and Volunteer, and Senior Financial Advisor/PIA Portfolio Advisor, and Financial Advisor.

How do I contact Daniel Sherman?

Daniel Sherman's phone number is +1-***-***-8960. Sign up to get contact details.

Who is the President/CEO/Director of the Ronald Gelok & Associates?

The President/CEO/Director of the Ronald Gelok & Associates is Morgan Wintringham

Who are Daniel Sherman's peers at other companies?

Daniel Sherman's peers at other companies are Brett Locker and Kai Robinson and Deborah Steubing

Daniel Sherman Namesakes

Name
Company
Position
BringitD
Client Operations Manager & Support Lead

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