2022 -2023 Operational Leadership and Asset Accountability @ Operations and Branch Leadership
2016 -2022 Structured Finance and Client-Facing Execution - Senior Originator and Manager–Complex Financial Products @ Various Mortgage Companies
2022 -2023 Operational Leadership and Asset Accountability @ Operations and Branch Leadership
2016 -2022 Structured Finance and Client-Facing Execution - Senior Originator and Manager–Complex Financial Products @ Various Mortgage Companies
2011 -2015 Capital Markets and Risk Management - Fixed Income Trading and Institutional Sales @ Various desks
2000 -2011 Financial Services Foundations - Advisory, Institutional Sales and Client Service @ Various desks
2011 -2015 Capital Markets and Risk Management - Fixed Income Trading and Institutional Sales @ Various desks
2000 -2011 Financial Services Foundations - Advisory, Institutional Sales and Client Service @ Various desks
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 and Smarter Finance USA and Dallas Stars. 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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