Private Equity Sr. Analyst @ (January 2025 - November 2025)
Private Equity Analyst @ (July 2022 - January 2025)
Finance Analyst @ (July 2021 - July 2022)
Personal Banker @ (March 2020 - June 2021)
Business Development Manager @ FK Service Inc (August 2019 - March 2020)
Recruitment Consultant @ (January 2019 - January 2020)
Retirement Plan Specialist @ (September 2018 - September 2019)
Daniel Moreno Education
Florida State University
Bachelor's degree
University of Miami Business School
Master of Science - MS (Finance)
Daniel Moreno Skills
Mergers & Acquisitions (M&A)
Financial Analysis
Financial Modeling
Banking
Finance
Sales
Financial Services
Office Administration
Research
Recruiting
Mutual Funds
Account Management
Business Development
Salesforce.com
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Customer Service
Time Management
Client Relations
Client Services
Communication
Fully bilingual English
Interpersonal Skills
Organization Skills
Presentations
Public Speaking
Relationship Building
Retirement Plan Consulting
Spanish Translation
Teamwork
Daniel Moreno Summary
Daniel Moreno, based in West Palm Beach, FL, US, is currently a Private Equity Associate at Palm Beach Capital. Daniel Moreno brings experience from previous roles at Palm Beach Capital and KeyBank. Daniel Moreno holds a Bachelor's degree @ Florida State University. With a robust skill set that includes Mergers & Acquisitions (M&A), Financial Analysis, Financial Modeling, Banking, Finance and more. Daniel Moreno has 3 emails and 4 mobile phone numbers on RocketReach.
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