Daniel Epps Email & Phone Number

Greensboro, North Carolina, Us

The investment analyst for Piedmont who touches every aspect of the investment platform while also having client-facing responsibilities. Responsible for idea generation, due diligence, and relationship management for global equities, global fixed income, liquid alternatives, private equity, private credit, and real estate. The research and due diligence influences investment strategy, asset allocation, and portfolio management decisions made by the Chief Investment Officer and Investment Committees.Prepare client materials and assist in client presentations. These materials include manager write-ups, market commentary, holistic asset allocation reports, and expense reports. Any client queries relating to ESG are also fielded exclusively by the investment analyst.

London, England, Gb

• Leading a team of 4 analysts through a research cycle, improving their quality and efficiency at ESG Research, and currently ranked as the highest performing ESG team globally • Investigates client service requests and assist investor relations in understanding their ESG Rating. • Leads research for the Transition Pathway Initiative, an organization that approach company boards with top quality climate change data to improve corporate behavior • Creating a new holistic training approach for onboarding new ESG analysts • Continuously monitoring best industry practices for research efficiency and integrating machine learning into ESG research

London, England, Gb

∙ Exceeded research targets with a production rate of 106% and the highest quality score of ESG analysts globally ∙ Developed an expertise in corporate governance, resulting in an increase of knowledge capital for the Fort Mill office and its mission of being a "center of excellence” and research efficiency∙ Designed a series of ESG presentations for internal and external stakeholders, with the purpose of increasing awareness among internal teams, clients, and investors∙ Assisted in a Lean Six Sigma green belt project for enhancing research speed and efficiency∙ Led and developed a new team within sustainable investments in ESG research skills in Bucharest Romania

Estero, Fl, Us

• Identified the key needs of clients and composed the best solution possible. Resulted in multiple bonuses directly correlated to client-facing skills. • Assisted in the implementation of the Hertz Ultimate Choice program at the Charlotte Airport location. Led to reductions in fleet bottlenecks and improved fleet efficiency.• Coordinated with management to create an optimized fleet. Led to increase in sales and market share while improving customer satisfaction scores. • Trained 14 new employees in sales and customer service.

St. Louis, Missouri, Us

• Exceeded sales goals 18 out of 21 months of work, winning top sales award, The Matrix, in June, July and August of 2015. • Led the rental agent team to a 98% customer satisfaction rate for the summer of 2016, the highest rate ever for the Wilmington International Airport. • Trained six new employees and four management trainees; all MT’s trained were promoted within nine months to larger fleet locations. • Oversaw rental research for: stolen vehicles, competitive rates, daily and weekly forecasts, and customer service reports.

• Maintained the social media presence through digital marketing techniques. • Created and maintained healthy customer relationships through the delivery of products.

Charlotte, North Carolina, Us

• Managed inventory for Bridal registries and the home department. • Performed sales and customer service roles, and was sole point of contact for bridal registries.

Bachelor Of Science (B.S.), Economics

Bachelor'S Degree, Finance, General