Daniel Ramirez Email & Phone Number

New Jersey, United States

New York, United States

Greater New York City Area

• Provided client documentation, investment management services and due diligence to the Wealth Management team, to manage a portfolio worth more than $50 billion.
• Achieved highest quality performance in Latin American Team, leading the organization to open multiple high wealth client's accounts and millions in revenue to the bank.
• Performed client-onboarding activities for private banking teams covering six markets: Brazil, Mexico, Andes, Emerging High Net Worth, Multinational and Southern Cone.
• Researched and analyzed background information of the clients through public record databases, including negative media and sanctions to find derogatory information that assisted the private bank team.

Bogotá D.C. Area, Colombia

• Provided executive dashboards of the Colombian stock market for the senior management team, supplying industry and market research to target new investment opportunities.
• Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses from some of the main private companies that operate in Latin America.
• Completed numerous public stock offering and takeovers including Isagen, one of the largest power generators in the country, that raised over $2 billion.

Master'S Degree, Economics

Education record

Intensive 4-week financial modeling and valuation training program • Performed company valuations utilizing (i) comparable public company.

Bachelor'S Degree, Economics