Daniel James Sherman

Current Employers

Employment History

• 02/2006 → 11/2017
  Citigroup Global Markets Inc.
  Butler, PA
• 06/2009 → 11/2017
  Morgan Stanley Smith Barney
  Purchase, NY
• 01/2015 → 11/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2017 → Present
  Rbc Capital Markets, Llc
  Sewickley, PA
• 10/2019 → 12/2023
  City National Bank
  Sewickley, PA

Previous Registrations

• 2013-06-25 → 2017-11-03
  Morgan Stanley
  Purchase, NY
  Butler, PA

Other Businesses

1) RENTAL PROPERTY: ADDRESS: 111 W. LAKESHORE DR. UNIT 5D, KELLS ISLAND, OH, 43438; NOT INVESTMENT RELATED: BUSINESS DESCRIPTION: PERSONAL CONDO RENTAL: CAPACITY: OWNER-ACTIVE; START DATE: 8/31/2018; DUTIES: OWNER. COLLECT THE RENTAL INCOME; HOURS DEVOTED PER MONTH; 0. HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0. 2) NAME OF ENTITY: Slippery Rock Township ADDRESS: 155 Branchton Rd Slippery Rock, PA. 16057 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Slippery Rock Township Auditor START DATE: 11.07.23. CAPACITY: Elected Official (Political Office) DUTIES: Will be the Township Auditor. As described in the Second Class Township Code, the Board of Auditors is charged with auditing, settling and adjusting the accounts of all elected or appointed officials of the Township and its Boards or agencies that received or disbursed funds of or owing to the Township during the immediately preceding calendar year. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  1997-08-12