Daniel Leon Email & Phone Number

Utrecht, Netherlands

Nashville, Tennessee, United States

Nashville, Tennessee, United States

Baltimore, Maryland, United States

• Report firm equity positions and trading activity in accordance with regulatory requirements for North and South America
• Research short position reports and complete regulatory filings for US and Canadian regulatory bodies (SEC/FINRA/IIROC)
• Investigate and remediate data issues with existing securities to ensure position accuracy

Baltimore, Maryland, United States

• Drove the design and development of new systems and controls to mitigate program risk
• Orchestrated bi-monthly deployments for new operational and technical enhancements
• Defined and delivered project requirements while navigating a firm-wide transition to agile methodology
• Led the migration of an outdated operational model to an online platform, eliminating risk and process redundancies

Baltimore, Maryland, United States

• Proactively identified and resolved trade errors in collaboration with client counterparts, successfully preventing potential financial losses
• Researched and reconciled discrepancies within wealth management house accounts
• Processed equity, fixed income, and option transactions for money managers with billion in assets

Fulton, Maryland, United States

• Conceptualized and documented growth strategies to increase engagement with target employee populations
• Garnered communication, team-building, and client relationship skills through daily collaboration with executive and junior-level personnel
• Accumulated knowledge on the mortgage banking field and underwriting process

Towson, Maryland

• Provide informative and interactive campus tours to potential new students and their families
• Assist with large-based recruitment events, such as TU4U and open house
• Work directly with administration to increase student enrollment

Towson, Maryland

• Serve as a liaison between a student body of 22,000 students and Towson University administration.
• Address and communicate student body concerns.
• Oversee and vote on the allocation of a $1.7 million budget.
• Draft and propose finance bills in order to fund student group activities and events.
• Draft and propose legislative resolutions in order to make improvements to Towson University.
• Vote on legislation proposed by the student government senate.

Greenbelt, Maryland

• Manage store operations as the Leader on Duty to ensure the store meets and exceeds sales goals and brand expectations
• Strategize with the Store Team Leader and Executive Team Leaders to improve metrics within a multi-million-dollar store
• Supervise tasks, delegate responsibility, and provide feedback and recognition to a team of 100+ members
• Plan and execute a three-tier initiative to improve sales in the electronics department through collaboration with a variety of store partners
• Assist the Asset Protections Executive Team Leader in identifying shortage, reducing store losses, and boosting profitability
• Promote a customer-driven environment that emphasizes communication and driving guest loyalty