Daniel Sweeney Email & Phone Number

Paoli, Pa, Us

Kennett Square, Pennsylvania, United States

- Advise private real estate clients on evaluating and managing their interest rate and foreign currency exposure and assist in executing hedging strategies

United States

- Advise PERE clients on IR and FX risk exposure and hedge execution to mange risk

Kennett Square, Pennsylvania, United States

- Review interest rate and foreign currency derivative contracts for accuracy and work with bank to resolve and discrepancies- Coordinate the electronic matching and proper cash flow/netting operations for foreign currency transactions between clients and bank counterparty - Complete final quality check for all derivative transactions loaded and valued on our platform to ensure accuracy

Malvern, Pa

Within the Participant Services Department, part of the team fielding direct phone inquiries from customers whose employers used Vanguard for 401k and 403b retirement plans:- Work with customers to resolve outstanding accounts issues by coordinating with Plan Administrators at Vanguard- Job responsibilities were expanded after positive manager and peer review within 3 months- Mentor and coach newly hired associates as they transition into new position- Received Series 6 and Series 63 licenses as prerequisite to obtain position

Philadelphia, Pennsylvania, United States

Created and analyzed spreadsheets comparing sales at Aramark's various venues:- Initiated project compiling alcohol sold at various venues into universal ordering list- Updated and improved reports for cost & reserve accounts for fixed asset manager

Utilized Microsoft Word and Excel on varied projects:- Revised various production protocols and procedures as required by management- Managed process to ensure assembly floor employees up to date on required protocols

Bachelor Of Science; Certificate Program, Business Administration; Finance; International Business

Education record