Financial services executive and investment manager with a history of success in analyzing market trends, executing trades and optimizing returns for large firms and as an independent trader. Expertise lies in skilled risk management and technical analysis, employing a combination of hedging, asset allocation techniques, and thorough economic research to seize market opportunities and drive investment performance. I develop investment strategies using research methodologies and insights to produce results. I’m quick to forecast, analyze and adapt to dynamic market conditions, and use innovative thinking, risk assessment and data modeling to capitalize on emerging trends. I thrive in fast-paced trading environments where generating new ideas improves the business and results in optimal returns. I’ve never met a challenge I couldn’t handle, and look for creative solutions to obstacles that are hindering progress or success. I’m committed to building and maintaining strong relationships, serving as trusted partner and supporting others in achieving their goals.Specialties include: Investment Strategy, Planning and Execution, Stock Trading, Bonds, ETFS, Commodities, Asset Allocation, Hedge Funds, Financial and Risk Modeling, Economic Research, Market Trends, Data, Analytics and Insights, Risk Assessment, Reporting, Relationship Building, Customer Service, Detail Management, Collaboration, Communication and Presentations.
Cgd Trading
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Independent TraderCgd Trading Nov 2012 - PresentNew York, New York, United StatesI trade stocks, bonds, and ETF options for a personal investment portfolio. I maintain risk exposure across asset classes including stocks, bonds, commodities and currencies, and utilize investment strategies including taking long and short option positions, straddles, strangles, diagonal spreads, and covered calls and cash-secured put positions. I align strategies with term-specific option expirations ranging from daily to multi-year (LEAPS). Conduct research and monitor economic reporting, news media, and Federal Reserve reporting and rate policies, and adjust positions based on economic indicators and market conditions. Employ long and short leveraged ETF combinations to hedge volatility and interest rate risks and minimize trading costs by executing fewer and higher-yielding ideas versus less-liquid and wider spread option chains.
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AnalystArundel Capital May 2012 - Oct 2012New York, New York, United StatesI conducted research and financial analysis of mid-cap healthcare companies for this $25MM hedge fund to determine investment opportunities. Provided insights for new business presentations to potential investors, and generated ideas and analysis for a short sale that netted a 27% gain within 2 months.
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ConsultantGerard Partners Jun 2011 - Oct 2011New York, New York, United StatesProvided due diligence and financial modeling for a small private equity firm to help make investment decisions. I forecasted performance of an organic food manufacturer by evaluating senior management, assessing competitors, and analyzing financial statements. -
AnalystWorking In Support Of Education (W!Se) Jun 2010 - Aug 2010New York, New York, United StatesWhile pursuing an MBA degree, I provided analysis and forecasting for this non-profit focused on empowering underserved populations with tools to build financial well-being and secure educational opportunities. I performed competitive research to determine expansion potential, identify new markets and recommend potential partner schools. -
Vice President, Government Agency TradingWachovia Securities Jul 2003 - Oct 2007Selected for 2-person trading team utilizing treasuries, agencies and interest rate swaps to hedge trading books with up to $750MM in long positions and underwrote 200 issues annually with $7B in value. Leveraged customer and broker relationships and collaborated with derivative desk and institutional sales team to tailor new issues to customer needs and generate profits. Acted as both bond and swap counterparty to negotiate new issues. ▪ Maintained profitability during adverse market conditions by focusing on rapid inventory turnover, minimizing risk and avoiding aged positions. ▪ Exceeded P&L goals by $2.5M in H2 2007, using analysis of investor and market trends to increase inventory positions.▪ Maximized trading profit despite retaining only 20% of underwriting fees for bonds sold to retail division, generating $3M in 2004. ▪ Continued success led to progressive promotions and increased trading responsibility within retail, institutional and middle markets, and expansion to global account management. -
Government And Agency TradingPrudential Securities Mar 1999 - Jul 2003Traded Agency retail callable and bullet bonds, including making markets and hedging positions. Supported trading desk in underwriting 600+ new issues totaling $10B yearly. Collaborated with regional sales team to identify and secure bond issues to support client accounts. Leveraged Bloomberg to research bond prices and trade ideas based on attractive points on yield curve and call premium and created daily trading reports for overnight traders in overseas markets. Managed trading processes, monitoring desk positions, verifying accuracy of Government bond traders’ positions, executing orders for institutional, middle market and retail accounts, and recording daily closes.
Chris Dana Education Details
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Master Of Business Administration - Mba
Frequently Asked Questions about Chris Dana
What company does Chris Dana work for?
Chris Dana works for Cgd Trading
What is Chris Dana's role at the current company?
Chris Dana's current role is Investment Portfolio Manager | Stock Trader | Hedging Specialist.
What schools did Chris Dana attend?
Chris Dana attended Vanderbilt University - Owen Graduate School Of Management, Davidson College.
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Chris Dana
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