Chris Dana

Chris Dana Email and Phone Number

Investment Portfolio Manager | Stock Trader | Hedging Specialist @
Chris Dana's Location
Philadelphia, Pennsylvania, United States, United States
About Chris Dana

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.

Chris Dana's Current Company Details
CGD Trading

Cgd Trading

Investment Portfolio Manager | Stock Trader | Hedging Specialist
Chris Dana Work Experience Details
  • Cgd Trading
    Independent Trader
    Cgd Trading Nov 2012 - Present
    New York, New York, United States
    I 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.
  • Arundel Capital
    Analyst
    Arundel Capital May 2012 - Oct 2012
    New York, New York, United States
    I 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.
  • Gerard Partners
    Consultant
    Gerard Partners Jun 2011 - Oct 2011
    New York, New York, United States
    Provided 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.
  • Working In Support Of Education (W!Se)
    Analyst
    Working In Support Of Education (W!Se) Jun 2010 - Aug 2010
    New York, New York, United States
    While 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.
  • Wachovia Securities
    Vice President, Government Agency Trading
    Wachovia Securities Jul 2003 - Oct 2007
    Selected 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.
  • Prudential Securities
    Government And Agency Trading
    Prudential Securities Mar 1999 - Jul 2003
    Traded 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

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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