Daniel Barstein

Fixed Income Trading

1000 followers

Tahoe City, California, United States

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Timeline
About me
Vice President at PEAK Technology Partners
Education
- Dartmouth College
  2010 - 2014
  BA Psychology
  Activities and Societies: Varsity College Football (Letter Winner), Theta Delta Chi (Executive Board Member)
Experience
- Fidelity Investments
  Jan 2013 - Apr 2013
  Fixed Income Trading
- Dimensional Fund Advisors
  Jun 2013 - Sept 2013
  Associate, Financial Advisory Services
- Funding Circle US
  Jun 2014 - Mar 2016
  Business Development and Partnerships
- Arbor Advisors
  Mar 2016 - Apr 2017
  Technology Investment Banker
- PEAK Technology Partners
  Oct 2017 - now
  Vice President
  PEAK Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies. We partner with technology leaders seeking to execute M&A and capital raise transactions that will transform the trajectory of their company. With deep industry knowledge, an extensive network of relationships, and decades of transactional experience, PEAK is uniquely qualified to provide superior advice and help our clients achieve optimal results.
Licenses & Certifications
- Wilderness First Responder
  BACKCOUNTRY MEDICAL GUIDES
- Series 79 - Investment Banking
  Financial Industry Regulatory Authority (FINRA)
  Mar 2016
- AIARE Certified
  American Institute for Avalanche Research and Education (AIARE)
- Series 63 - Uniform Securities Agent
  Financial Industry Regulatory Authority (FINRA)
  Mar 2016
Volunteer Experience
- Advisor
  Issued by waste*development
  Associated with Daniel Barstein
- Advisor
  Issued by Do Good Sh*t
  Associated with Daniel Barstein
- Chairman of the Board
  Issued by TAHOE FOOD HUB on Sept 2021
  Associated with Daniel Barstein