Daniel Corcillo Email and Phone Number

Please contact me with any insurance questions, you may have.

Responsibilities include setting up investment accounts for individuals and businesses and guiding clients in all their financial needs.

Executed whole orders, played an active role with specialists in IPO's and new issues. Researched assigned markets, market dynamics and market developments to build trusted relationships with key stakeholders.• Combined booth space on the floor of the N.Y.S.E. which led to better productivity, cut cost, and saved the firm money on duplicated services.• Implemented the hiring of $2 brokers in times of heavy trading volume, to better service our clients.• Originated training program for new clerks.• Coordinated the deployment of clerks, to better service clients in times of breaking news.• Helped to relocate trading desk from downtown, to Uptown campus after 9/11 attacks. Accomplished task so we could trade as soon as the N.Y.S.E. opened the next Monday.• Was responsible for all order flow and execution on the floor of N.Y.S.E. Directed clerks and brokers to get best and fastest executions for clients.• Member of team that implemented changes to the firm’s hand-held trading device. This kept employees on top of advances in technology.• Created relationship bonds with specialists and members of the trading desk which allowed for more creativity and efficiency.• Identified trends in the market to stay on top of breaking news and to eliminate potential surprises by changing markets.• Built confidence with sell side clients through continual communications to answer questions as soon as a situation arose.• Responsible for keeping good relationships with all of the firm’s clients numbering from 50 to 60 at a time.• Developed a system to alert clients of breaking news in stocks that they had interest in over the last12 months.• Negotiated the lease of my first seat on the N.Y.S.E.• Supervised the work out of position stock trades to completion involving the firm’s own capital, increasing corporate profits.

Built sound and trusted relationships with Block Traders, Sales Traders and specialists in executing orders for this midsize financial institution. Developed personal communication approaches to foster strong personal relationships. Researched risks and rewards associated with short term/opportunistic trading and long term investing.

Clerked then brokered for these small specialty financial firms (founded by the same entrepreneur). Trained in broker level skills. Passed Floor Broker exam. Created win-win situations for diverse set of broker stakeholders.

Executed stock orders for customers in this small financial institution. Developed approaches to add value (e.g. research and identify trends, identify unstated needs and wants, facilitate goals trade-offs, etc) for customers.