With more than 15 years of experience, Daniel Zimmerman works as a financial services professional based in Monmouth Beach, New Jersey. To better serve his clients, He completed the chartered financial analyst (CFA) program at the CFA Institute, and earned a bachelor’s of arts degree in finance and accounting from the University of Richmond.
Over the course of his career, he has made significant contributions to the financial services industry and his employers. As a young analyst in the mortgage and special finance sectors at Goldman, Sachs, & Co., he completed and authored research on the activities of Freddie Mac and Fannie Mae in 2007 and 2008, and was referenced in reputable media outlets. Further, as a senior analyst at Goldman Sachs Asset Management, he consistently attained a strong return on investment in the financials sector, as well as achieving high Morningstar ratings.
In addition to his professional responsibilities, Daniel Zimmerman enjoys a mix of athletic activities in and around Monmouth Beach. These include playing baseball and basketball, and going boating and fishing.