Daniel L. Email and Phone Number
Responsible for accepting the risk review of the company's equity and fund investment business and non-investment business, including pre-establishment risk information and preliminary assessment, risk control review of project information; assessing the overall project risk, issuing risk control reports, making risk control recommendations and supervising the implementation of the decision-making body's resolutions, including industry risk, financial risk and legal risk, etc.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 20505
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Investment DirectorCharles Schwab Jun 2017 - PresentSan Francisco, California, U.SInvestment Manager, responsible for establishing investment strategies, implementing and driving investment plans, tracking investment market sentiment, searching and researching investment opportunities, approaching clients for investment transactions, understanding trends and market movements in the investment environment, managing capital and risk control, providing professional investment advice to clients and implementing portfolio management, among other tasks. This position requires strong financial market knowledge, ability to research and evaluate new products, portfolio strategy development and execution, and excellent communication skills and facilitation skills, among other attributes.Translated with www.DeepL.com/Translator (free version) -
Investment ManagerCharles Schwab Dec 2012 - Sep 2017San Francisco, California, U.SAccording to the overall development strategy of the company, responsible for finding high quality investment projects, and the development of projects. Familiar with M&A and restructuring of listed companies, with experience in primary and semi-market investment; 2.Responsible for the evaluation of proposed investment projects. Project and due diligence, industry analysis. Business analysis. 3.Responsible for the preparation of investment projects, including the preparation of promotional documents, reports required for various meetings, such as the preparation of feasibility studies, business plans, investment research reports, project application reports, etc. 4.Responsible for business negotiations and implementation plans with investee companies and execution of specific implementation work. 5.Responsible for the follow-up supervision and management of the completed 5.Responsible for the follow-up supervision and management of completed investment projects and the development of supporting exit mechanisms. -
Senior AnalystCharles Schwab Jun 2010 - Nov 2012San Francisco, California, U.S.Create multiple types of financial models to evaluate debt and equity in mergers, acquisitions, and financing transactions.Use multiple valuation methods including comparables, precedents, and DCF.Create product proposals, private equity transactions, mergers and acquisitions, and valuations.Prepare and review materials for client financing, such as investment memoranda, management presentations, and brochures.Develop new and existing client relationships to grow the business.Perform due diligence, which requires research, analysis and documentation of active transactions.Create client portfolio presentations.Strong interest in current events, fundamental issues and relevant news. -
Finance AssistantCharles Schwab Feb 2010 - Sep 2010San Francisco, California, U.SAssist in conducting due diligence on target companies and executing transactionsAnalyze company financial information and build financial and valuation modelsResearch and monitor macroeconomic, industry, market and company developmentsWrite investment proposals and memorandums in Chinese and English
Daniel L. Education Details
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Finance
Frequently Asked Questions about Daniel L.
What company does Daniel L. work for?
Daniel L. works for Charles Schwab
What is Daniel L.'s role at the current company?
Daniel L.'s current role is Investment Director.
What schools did Daniel L. attend?
Daniel L. attended Penn State University.
Who are Daniel L.'s colleagues?
Daniel L.'s colleagues are Michelle J. Williams, Hampton Long, Jae Chung, Doug Lotz, Anna Koch, Craig Collisson, Judith Nicholson.
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