Mr Daniel Allen Jr Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, California, United States

Los Angeles, California, United States

- Manage a team dedicated to ensuring trade confirmation, fail evasion, and mortgage bond due diligence for all fixed income trading.- Facilitate trade settlement for $245 billion of the firm’s AUM.- Train team members with a focus on improving efficiency and creating scalability for the firm’s growth.

Los Angeles, California, United States

- Manage the relationship between the firm’s Fixed Income front office and middle office.- Work with the settlement manager to build efficient processes for unique fixed income trade products (repos, mutual funds, and TBAs).- Ensure a smooth confirmation process between our team and respective brokers.

Los Angeles, California

- Establish relationships with brokers engaged in Fixed Income trading with our desk.- Partner with team lead to ensure that the operational objectives of MBS/ABS tradinggroups are met.- Work with team members responsible for trade failure to resolve aged trade exceptions.

Greater Los Angeles Area

- Facilitate the domestic securities trading processes for the daily management of client assets.- Conduct accurate financial reconciliation for mortgage-backed securities products that require regular factor/coupon updates to ensure alignment between custodians and brokers.- Communicate and coordinate with brokers to facilitate delivery of agreed upon FTR shares.

Greater Los Angeles Area

- Perform portfolio reconciliation on client assets managed by the firm.- Work with Derivatives team to ensure proficiency in asset investing communication processes via Futures, Swaps, and Collateral.- Operate as a liaison between the Domestic and Global Settlement teams, brokers, and custodians to ensure the efficient execution of security and currency trading.

Greater Los Angeles Area

-Coordinate the use of digital content, facilitate photo and video activations for photo-marketing, and organize corporate and private events nationwide.-Train employees in Los Angeles and New York on the use of photo, video, and digital software. -Work closely with brand marketing executives to produce digital and media distribution of brand funded content.

Greater San Diego Area

-Managed the largest Adidas factory on the West coast, including dozens of employees and associates, and coordinated detailed product training for employees. -Performed market research and created business and trend analysis of all product categories and departments. -Supervised profit and loss management and company payroll for daily business needs.

Miami/Fort Lauderdale Area

-Coordinated and conducted product training camps, and oversaw the training, learning, and development of over 50 employees. -Created a marketing strategic plan to enhance Nike’s reputation within the region, including planning high profile Nike events and establishing relationships between Nike and nearly 30 schools and several small businesses in the greater Miami area. -Formulated detailed business and trend analysis of 5 different departments (Basketball, Soccer, Tennis, Golf and Sports Culture), which the company relied on for marketing strategy.

Miami/Fort Lauderdale Area

-Created hiring processes and procedures and employee management codes for Niketown. -Worked closely with Nike allocators and product planners to ensure the proper ratio of supply and demand. -Managed payroll, purchase ordering, and collections needs for all divisions.