Daniel Jones

Daniel Jones Email and Phone Number

Managing Director @ Citi Wealth | Chartered FCSI @ Citi
new york, new york, united states
Daniel Jones's Location
London, England, United Kingdom, United Kingdom
About Daniel Jones

Head of Securities Advisory & Trading for EMEA @ Citi Global Wealth focusing on UHNWI and Family Office clients. My team and I deliver bespoke advice and institutional execution solutions across listed and OTC markets, focusing on Fixed Income, Equities, and Derivatives. I have over Fifteen years experience in Advisory, Sales & Trading. I am FCA registered, RDR level 6 compliant.

Daniel Jones's Current Company Details
Citi

Citi

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Managing Director @ Citi Wealth | Chartered FCSI
new york, new york, united states
Website:
citigroup.com
Employees:
201877
Daniel Jones Work Experience Details
  • Citi
    Desk Head - Head Of Securities Advisory & Trading, Emea
    Citi Oct 2022 - Present
    Fixed Income, Equities, Derivative Advisory to Family Offices.
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  • Citi
    Equity Trader (Advisory)
    Citi Jan 2012 - Jul 2023
    London, United Kingdom
    January 12 - Present.Citi Private Bank Equity Advisory Trading desk – Vice President • Trade Advisory and execution of the below products:- Global equities (Primary & secondary)- Equity derivatives - Futures & Options- OTC & Structured products sales• Daily client calls advising on execution strategies, providing market colour and commentary.• Daily & weekly sales meetings & presentations to senior management• Trading Platform enhancement
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  • Citi
    Middle Office Analyst
    Citi Jan 2010 - Jan 2012
    London, United Kingdom
    December 2012Citi Private Bank Middle office – Assistant Vice President - Equity derivatives booking- IPO primary and secondary IOI’s process management- P&L monitoring & management- Calculation of margin calls for stock and futures positions- Risk management- Supporting Front office- Facing off against Legal, Compliance, and Audit
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  • Salomon Smith Barney
    Back Office Employee
    Salomon Smith Barney Feb 2008 - Jan 2010
    London, United Kingdom
    - Trade settlement, including DVP for institutional clients- Monitoring of expiring futures contracts- Option exercise and assignments management- Monitoring expiring derivative contracts- Account transfers and deliveries- Fed fund wire payments- New Account opening – Institutional and Retail- Trade Confirmation management
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Daniel Jones Education Details

Frequently Asked Questions about Daniel Jones

What company does Daniel Jones work for?

Daniel Jones works for Citi

What is Daniel Jones's role at the current company?

Daniel Jones's current role is Managing Director @ Citi Wealth | Chartered FCSI.

What schools did Daniel Jones attend?

Daniel Jones attended Canterbury Christ Church University.

Who are Daniel Jones's colleagues?

Daniel Jones's colleagues are Cindy Zheng, Luz Adriana G., Jamie Campbell, Jonathan Tung, Michał Lazur, Karen Mendez, Rafael Peña.

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