Director - Portfolio and Risk Advisory Analyst @ (January 2018 - December 2021)
Director - Prime Services Risk Management @ (January 2016 - January 2018)
Vice President - Prime Services COO @ (January 2015 - December 2016)
Assistant Vice President - Prime Brokerage Operations @ (September 2011 - January 2015)
Operations Analyst @ (September 2008 - September 2011)
Summer Intern @ (May 2007 - August 2007)
Daniel McCoy Education
North Carolina State University
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
2004-2008
West Rowan High School 2000-2004
Daniel McCoy Skills
Analytical Skills
Application Programming Interfaces (API)
Bloomberg
Business Strategy
Client Relations
Collateral Management
Enterprise Risk Management
Financial Regulation
Financial Risk Management
Hedge Funds
Interpersonal Skills
Investment Banking
Key Account Acquisition & Retention
Leadership
Margin
Microsoft Excel
Microsoft SQL Server
Middle Office
Model Context Protocol (MCP)
Negotiation
Pendo
Prime Brokerage
Problem Solving
Process Improvement
Product Development
Project Management
Sales
Securities Lending
Snowflake
Superior Client Service
System Deployment
Daniel McCoy Summary
Daniel McCoy, based in Raleigh, NC, US, is currently a VP, Enterprise Sales Strategic Accounts at FactSet. Daniel McCoy brings experience from previous roles at Credit Suisse. Daniel McCoy holds a 2004 - 2008 Bachelor of Business Administration (B.B.A.) in Accounting and Finance @ North Carolina State University. With a robust skill set that includes Analytical Skills, Application Programming Interfaces (API), Bloomberg, Business Strategy, Client Relations and more. Daniel McCoy has 2 emails and 1 mobile phone numbers on RocketReach.
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