Daniel Goldstein

Manager, AI & Data at EY

New York City Metropolitan Area

About

Experience

  • EY (8 yrs 11 mos)
    • Manager, AI & Data
      Jul 2025 - Present · 1 yr

    • Manager, Financial Technologies Innovation
      Jul 2023 - Jun 2025 · 2 yrs

    • Manager, Blockchain Consulting
      Aug 2022 - Jul 2023 · 1 yr

  • Risk Advisory Intern at EY
    Jun 2016 - Aug 2016 · 3 mos

  • Sales and Marketing Intern at FieldOne Systems LLC. (Acquired by Microsoft)
    May 2014 - Aug 2015 · 1 yr 4 mos

    FieldOne Systems provides an end to end enterprise field service management solution built on the Microsoft Dynamics CRM platform. • Created the FieldOne Playbook, which is an online, one-stop reference guide for partners to help sell and implement FieldOne Sky. • Created CSV files for data import into Microsoft Dynamics CRM for Demos • Performed competitive research and created battle cards for the sales team • Called and checked status of lost opportunities • Coordinated trade show events and managed travel and shipping for these events • Managed incoming leads into Microsoft Dynamics CRM

  • Marketing Assistant at Queue Associates
    2009 - 2013 · 4 yrs

    Queue Associates Worldwide is the Largest Microsoft Dynamics Gold Certified Partner in the New York Metro Area supporting over 430 customers worldwide specializing in the implementation of the Microsoft Dynamics Accounting, Financial and CRM solutions. Our experience is with the Microsoft GP, SL, AX and CRM software solutions. We assist clients with the selection, installation, configuration, setup and support of these solutions. We specialize in implementation of solutions for domestic and international organizations. • Created internal SharePoint sites for all clients linking to CRM and other important data • Called existing and potential clients about promotions and upcoming events • Updated and maintained customer information using Microsoft Dynamics CRM • Transferred data into Microsoft SharePoint • Created newsletters, blogs, and social media pages to update customers and prospects • Coordinated and scheduled marketing events at the Microsoft NYC Offices