Dan Kleiman

Former Trader at J.P. Morgan & Co., Inc. (Old)

Dan Kleiman

Dan Kleiman

Former Trader at J.P. Morgan & Co., Inc. (Old)

Overview
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Co-Head, Global Economics Research at Merrill Lynch, Pierce, Fenner & Smith, Inc.

Relationship likelihood: Weak

Head, Risk Management at Renshaw Bay LLP

Relationship likelihood: Weak

Senior Vice President, Treasurer at Encompass Health Corp.

Relationship likelihood: Weak

Founder at PriCap Advisors LLC

Relationship likelihood: Weak

Former Chief Financial Officer & Executive Vice President at Berry Petroleum Co. LLC

Relationship likelihood: Weak

Managing Director at Neuberger Berman Group LLC

Relationship likelihood: Weak

Former Head, Collateralized Mortgage Obligations at J.P. Morgan & Co., Inc. (Old)

Relationship likelihood: Weak

Senior Portfolio Manager at The Andrew W. Mellon Foundation

Relationship likelihood: Weak

Former Chief Executive Officer, Asia Pacific at JPMorgan Chase & Co.

Relationship likelihood: Weak

Managing Director at Arma Partners LLP

Relationship likelihood: Weak

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Dan Kleiman
Former Trader at J.P. Morgan & Co., Inc. (Old)
Education
Class of 2009

Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

Class of 1998

California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA.

Career History
Strategist
Prior - 2012

Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services.They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups.The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC.

Trader
2001 - 2005

J.P. Morgan & Co. was a commercial and investment banking institution based in the United States founded by J. Pierpont Morgan and commonly known as the House of Morgan or simply Morgan. Today, J.P. Morgan is the investment banking and private banking arm of JPMorgan Chase. The firm is the direct predecessor of two of the largest banking institutions in the United States and globally, JPMorgan Chase and Morgan Stanley. In 2000, J.P. Morgan was acquired by Chase Manhattan Bank to form JPMorgan Chase & Co., one of the largest global banking institutions. Today, the J.P. Morgan brand is used to market certain JPMorgan Chase wholesale businesses, including investment banking, commercial banking and asset management. The J.P. Morgan branding was revamped in 2008 to return to its more traditional appearance after several years of depicting the "Chase symbol to the right of a condensed and modernized "JPMorgan".

Analyst
1998 - 2000

Lehman Brothers, Inc. was a broker/dealer headquartered in New York City. They provided global equity and fixed research. The equity research department covered more than 100 sectors. They used a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman had also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.

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