Daniel Espin Email & Phone Number

New York City Metropolitan Area

New York, New York, United States

1 New York Plaza

1 New York Plaza

Woodbridge, Nj

AXA Advisors, LLC (NY, NY), member SIPC. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.

1325 Avenue Of The Americas, New York City, Ny 10019

Perform customer due diligence for new clients in accordance with FINRA/SEC regulation for Financial Markets.Built, and maintained dynamic databases through Microsoft Access and Excel, as well as Sage database software for Private Placements, as well as for the Interests Rate Derivatives Desk.Assisted in the creation of Private Placement Memorandums as well as investor presentations.Created excel templates for company comparables through the usage of Capital IQ and Bloomberg.Performed regression analysis to create a pricing model for potential private placement issuers.Utilized Vantage systems to maintain customer relations.Communicated audit confirmations on behalf off all of Financial Markets.

New Jersey

Created and implemented sales promotions as well as managed customer databases.Maintained customer relations, personal training logs, as well as maintenance of gym equipement.

Cashier and customer service support Inventory management in-store as well as for incoming deliveries

Piscataway, New Jersey

Served host function such as seating guests as well as maintaining front of house operations such as cash management and training new employees

Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law

General course overview included Advanced Corporate Finance, Financial Analysis Planning and Forecasting, Futures and Options, Investment.

Associate'S Degree, Liberal Arts And Sciences/Liberal Studies

Received STARS scholarship which provided a full scholarship for entirety of degree Actual degree was a liberal arts business major

Education record