Data Center Infrastructure Specialist @ (October 2025 - February 2026)
Infrastructure Finance, Equipment Advisory and Technical Operations (Parallel Roles) @ Smarter Finance USA and Dallas Stars (January 2023 - January 2025)
Infrastructure Finance, Equipment Advisory and Technical Operations (Parallel Roles) @ Smarter Finance USA and Dallas Stars (January 2023 - December 2025)
Operational Leadership and Asset Accountability @ Operations and Branch Leadership (January 2022 - January 2023)
Structured Finance and Client-Facing Execution - Senior Originator and Manager–Complex Financial Products @ Various Mortgage Companies (January 2016 - January 2022)
Infrastructure Finance, Equipment Advisory and Technical Operations (Parallel Roles) @ (January 2023 - September 2025)
Capital Markets and Risk Management - Fixed Income Trading and Institutional Sales @ Various desks (January 2011 - January 2015)
Operational Leadership and Asset Accountability @ Operations and Branch Leadership (January 2022 - December 2023)
Financial Services Foundations - Advisory, Institutional Sales and Client Service @ Various desks (January 2000 - January 2011)
Structured Finance and Client-Facing Execution - Senior Originator and Manager–Complex Financial Products @ Various Mortgage Companies (January 2016 - December 2022)
Capital Markets and Risk Management - Fixed Income Trading and Institutional Sales @ Various desks (January 2011 - December 2015)
Financial Services Foundations - Advisory, Institutional Sales and Client Service @ Various desks (January 2000 - December 2011)
Charlie Daniel Education
University of St. Thomas (TX)
Communications (Communication and Media Studies)
1994-1998
Charlie Daniel Skills
Alternative Investments
Trading Strategies
Series 63
Financial Advisory
Electronic Trading
Fixed Income
Bonds
Sales
Portfolio Management
Capital Markets
Derivatives
Investments
Bloomberg
Asset Allocation
Investment Advisory
Financial Services
Equities
Wealth Management
Mutual Funds
Equity Research
Uniform Combined State Law
FINRA
Investment Strategies
Bloomberg Terminal
FX Options
Asset Management
Separately Managed Accounts
Proprietary Trading
Options Strategies
www.nmlsconsumeraccess.org
Uniform Combined State
Series 24
Commodity
Investment Banking
ETFs
Trading Systems
Trading
Separately Managed
Equity Derivatives
Hedge Funds
Series 65
Services
Options
Series 7
Hedging
Securities
Financial Markets
Investment Management
Equity Trading
Structured Products
Charlie Daniel Summary
Charlie Daniel, based in Grapevine, TX, US, is currently a Corporate Finance Manager at Ares Technology Consultants. Charlie Daniel brings experience from previous roles at Ares Technology Consultants, Smarter Finance USA and Dallas Stars and Operations and Branch Leadership. Charlie Daniel holds a 1994 - 1998 Communications in Communication and Media Studies @ University of St. Thomas (TX). With a robust skill set that includes Alternative Investments, Trading Strategies, Series 63, Financial Advisory, Electronic Trading and more. Charlie Daniel has 2 emails and 2 mobile phone numbers on RocketReach.
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