Daniel Giardina Email and Phone Number
Greenwich, CT, US
Daniel Giardina's Location
New York, New York, United States, United States
Daniel Giardina's Contact Details
Daniel Giardina work email
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Daniel Giardina personal email
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Daniel Giardina phone numbers
About Daniel Giardina
Highly motivated and determined FinTech Salesperson with a passion for both the Private & Public Markets. Thrives on being personable and reliable in a fast paced environment.Passionate about Investments, Golf and Watches
Daniel Giardina Work Experience Details
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Senior Account ManagerLseg (London Stock Exchange Group)Greenwich, Ct, Us -
Senior, Corporate Account ManagerLseg (London Stock Exchange Group) Jun 2022 - PresentLondon, England, GbPromoted to a Larger Book of Business for LSEG's Corporate Clients - Annual Recurring Revenue of 12M2024 - Value of book increases from 5M - 12M 2023 - Value of book increased to 5M from 3M in 2022100% of Quota in 2021, 2022 (awarded 100 club)Clients Include Fortune 500 Companies based in USA. Specializing in Third Party Risk & Treasury Workflows
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Corporate Account ManagerLseg (London Stock Exchange Group) Mar 2021 - May 2022London, England, GbResponsible for retaining and growing a $2M book of business. Book is comprised of Corporate Institutions in the East, West,South,and Central USA.
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New Business Sales AssociateLseg (London Stock Exchange Group) Jul 2019 - Mar 2021London, England, GbEast Coast SalesRefinitiv, formerly the Financial & Risk business of Thomson Reuters, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in over 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.- Sourced and Closed New Logo Revenue in under 6 months ($6,000)- Negotiated and Closed 200k+ in Enterprise NNB (125% of quota)- Achieved 166% and 125% of Lead Quota in Q4 2019 and FY 2020 Respectively- Engaged with Owners, Partners, CxO's at Private Equity firms, Hedge Funds, Consultants, Advisory, Family Office's and Private Companies-Collaborated with Solution & Product Specialists for prospective meetings, data requests, and platform queries-Utilized Internal systems to generate trials, billing, and contracts (Salesforce and DocSign)- Created Salesforce Dashboards to forecast and track pipeline - Increased Knowledge of Market with actionable newsletters (Axios, PE Hub, HF Alerts, Alt Credit, Pensions & Investments, NepFin Deal Watch)
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Client Development AssociateIhs Markit Jan 2019 - Jul 2019London, United Kingdom, Gb-Covered Canada / Pacific West / NYC - Sourced, Negotiated first FO in Canada to use Ipreo VDR-Utilized Pitchbook, Private Capital Newsletters, Salesforce for new opportunities- Created Salesforce Dahsboards to track pipeline progress and revenue -
Asssociate, Sales SpecialistIhs Markit Aug 2018 - Dec 2018London, United Kingdom, Gb-Sourced 1.1+M in new revenue ( +187% 2018 quota)-Generated Leads/Prospects for Southeast USA (85% of targeted quota)- Managed team of existing SDR's to help with pipeline growth and professional development - Utilized salesforce to create performance & KPI reporting
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Senior & Team Lead, Client Development AnalystIpreo Private Capital Markets Aug 2017 - Dec 2018New York, Ny, UsIpreo was acquired by IHS in2018Private Equity /Venture Capital - Southeast USA Senior Contributor to Ipreo, PCM Global SDR team Team Lead for SDR's - help with oversight of SDR's and take leadership in team's professional development in organizationPortfolio Monitoring, Analysis & Reporting - Our portfolio monitoring tools give you the insights you need to succeed. We simplify the way you take on data collection, custom reporting, deal modeling and outcome scenario analysis. Using our Web Portal, iPad App and Excel Add-In, it’s easy to generate custom models and cross-portfolio analytics as well as complex valuation analytics and reportsValuations - Leading you through today’s complex valuation maze with efficient, timely, accurate, auditor-approved reporting. Ipreo Private Capital Market's software platform takes the hassle out of complex valuations. Now, in just minutes, you can generate audit-ready, Topic 820 valuations that used to take weeks. -
Client Development AnalystIpreo Private Capital Markets May 2016 - Aug 2018New York, Ny, UsPrivate Equity/Venture Capital GroupQ3'16-100% of QuotaQ4'16-108% of Quota
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Private Equity Fund Adminstrator- AssociateState Street May 2014 - Dec 2015Boston, Massachusetts, Us-Participated in fund contributions, distributions, and tax allocations-Prepared and distribute quarterly deliverables, LP requests, & unfunded commitment schedules-Solved complex private equity fund structures to break down equity and debt investments-Actively tracked and booked fund activity using Investran software-Interfaced with auditors on quarterly deliverables and ad- hoc basis requests-Provide and created tax templates for PWC tax project-Calculated and booked quarterly management fees-Worked with Sr. Accountant, and Officer on setting up new Legal entities-Assisted with training of Associate I fund accountant on Investran, and on structure of PE funds -
Dailyfx Analyst-Research Team (Asian Markets, Intern)Fxcm Dec 2013 - May 2014London, London, Gb-Produce market reports on high risk events for FXCM clients on DailyFX.com: I- FX, Commodities II - Central Bank Policy (US FED, BOJ, PBOC, RBNZ, RBA) III - Asia/Pacific Economy Data, & Trends-Managed the firm’s financial markets feed, providing investors with live economic data releases, central bank updates and market commentary alongside FXCM product promotions; resulting in increased brand awareness -
Fx Junior Analyst InternFxcm Sep 2013 - Dec 2013London, London, GbUpdated the Dailyfx.com forum; develop market reports/articles utilizing technical analysis/FX strategies• Identified Macroeconomic trends in the FX markets• Utilized FX trading strategies and technical analysis to enhance trading knowledge• Developed daily Market reports for the DailyFX forum• Created a personal thread to generate new client traffic and ideas• Assisted Team leader with daily projects• Updated excel spreadsheets with current US & UK leads• Created a portfolio for the GBP/USD forecasting trends using technical and fundamental analysis over a two month period
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Fx Broker InternFxcm May 2013 - Aug 2013London, London, Gb- Developed daily market reports on a basket of currencies, commodities, bonds, and Emerging Markets.- Provided customer service to retail & institutional clients- Assisted team leader in a summer long project to measure client services efficiency- Gained knowledge about FX trading, technical analysis, FXCM's in house trading platforms, and pitching currency pairs- Utilized Salesforce, Verifi, & Webtop programs to carry out transactions for retail clients- Developed an educational article on Dailyfx.com to update retail clients on Quantitative Easing
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Equity AnalystPrinciple Profits Asset Management, Inc Jan 2013 - May 2013- Generated technical and fundamental analysis of small micro-cap domestic equities- Evaluated Income statements, balance sheets, and cash flow statements to gain insight to companies financials- Pitched stock recommendations to Portfolio Manager based upon stock components, and cash flows-Attended Bi-weekly meet ins to gain insight into portfolio management- Developed skills in asset allocation to further enhance my knowledge about holdings
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Wealth Management InternUbs Dec 2012 - Jan 2013Zurich, Ch- Provided assistance to multiple financial advisors in Wealth Management Department- Created excel spreadsheets for client accounts including capital appreciation and cost-basis- Evaluated individual client statements and accounts for class/corporate action suit- Provided equity research on Bloomberg terminal to determine cost-basis on fifty S&P 500 stocks- Prepared analytical report on EURO STOXX 50 Index components, including beta, market weight, total return and performance over seven years- Initiated account transfers by seperating them and valued each accordingly.- Gained knowledge in trading options: including calls and puts -
Legal AssistantCarlucci And Giardina Llp Jun 2007 - Aug 2012- Part time clerk/ Paralegal - Medical research Assistant for litigation firm- Assisted in organizing discovery and trial documents
Daniel Giardina Skills
Financial Analysis
Fx
Fundamental Analysis
Currency Analysis
Fx Trading
Asia/pacific Markets
Bloomberg Terminal
Excel
Stock Research/analysis
Time Management
Technical Analysis
Word
Power Point
Salesforce.com
Cost Basis
Profitability Ratios
Options
Investment Valuation Ratios
Webtop
Powerpoint
Pitchbook
Daniel Giardina Education Details
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Horological Society Of New York -
University Of Massachusetts AmherstFinance & Law Concentration In Investments
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Capa London
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Byram Hills High School
Frequently Asked Questions about Daniel Giardina
What company does Daniel Giardina work for?
Daniel Giardina works for Lseg (London Stock Exchange Group)
What is Daniel Giardina's role at the current company?
Daniel Giardina's current role is Senior Account Manager.
What is Daniel Giardina's email address?
Daniel Giardina's email address is da****@****qin.com
What is Daniel Giardina's direct phone number?
Daniel Giardina's direct phone number is +121284*****
What schools did Daniel Giardina attend?
Daniel Giardina attended Horological Society Of New York, University Of Massachusetts Amherst, Capa London, Byram Hills High School.
What are some of Daniel Giardina's interests?
Daniel Giardina has interest in Networking, Investing, Traveling, Finance, Music, Sports, Business.
What skills is Daniel Giardina known for?
Daniel Giardina has skills like Financial Analysis, Fx, Fundamental Analysis, Currency Analysis, Fx Trading, Asia/pacific Markets, Bloomberg Terminal, Excel, Stock Research/analysis, Time Management, Technical Analysis, Word.
Who are Daniel Giardina's colleagues?
Daniel Giardina's colleagues are Nadeem Ishad, Pooja Thakur, Prem Kumar, Daniel Misiuk, Abinaya Kumar, Cătălin-Laurențiu Rotaru, Jayangika De Silva.
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