Profile
Mr. Daniel Osborne is the Chief Operating Officer of Conifer Securities and joined the firm in 2008.
He brings over twelve years of financial services experience to Conifer Securities from the buy side, the sell side and financial services consulting.
Most recently he was a Senior Manager at the Accenture Capital Markets Group, where he was responsible for implementing strategic technology solutions for top tier clients within the financial industry.
Prior to joining Accenture, he was a Vice President and Head of the Business Consulting Group at RCM in San Francisco, (part of the Allianz Group).
The Business Consulting Group acted as the conduit between business and technology providing solutions, services and strategy to Trading, Research, Portfolio Management, Compliance and Investment Operations.
Prior to joining RCM, he started his career in financial services with the Fidessa Corporation in London.
There, he was responsible for the project management and implementation of the Fidessa range of solutions for Investment Banking firms in London, New York and San Francisco.
Mr. Osborne received his Bachelor of Science in Mathematics in 1995 from the University of Brighton in England.
Former positions of Daniel Osborne
| Companies | Position | End |
|---|---|---|
Conifer Securities LLC
 Conifer Securities LLC Investment Banks/BrokersFinance Conifer Securities LLC is a broker/dealer located in San Francisco. The firm is a subsidiary of The Conifer Group LLC, The firm was established in 1989 as Genesis Merchant Group, a private investment partnership that acted as a holding company for the development of an investment advisory business. In addition, Genesis Merchant Group created a broker/dealer to provide corporate finance, equity sales and trading, research and investment management services to a select group of corporate clients, institutional customers and high net-worth individuals. In 1999, a group of management partners and investors, led by Phil Stapleton, renamed the firm Conifer Securities and shifted the firm's focus to the custom outsourcing of comprehensive services and support for independent money managers. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Chief Operating Officer | - |
Training of Daniel Osborne
| University of Brighton | Undergraduate Degree |
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| Private companies | 1 |
|---|---|
Conifer Securities LLC
Conifer Securities LLC Investment Banks/BrokersFinance Conifer Securities LLC is a broker/dealer located in San Francisco. The firm is a subsidiary of The Conifer Group LLC, The firm was established in 1989 as Genesis Merchant Group, a private investment partnership that acted as a holding company for the development of an investment advisory business. In addition, Genesis Merchant Group created a broker/dealer to provide corporate finance, equity sales and trading, research and investment management services to a select group of corporate clients, institutional customers and high net-worth individuals. In 1999, a group of management partners and investors, led by Phil Stapleton, renamed the firm Conifer Securities and shifted the firm's focus to the custom outsourcing of comprehensive services and support for independent money managers. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
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