Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Daniel Lilly is listed as Outsourced Trading, Technology, Operations, & Systems Expert ✦ Senior Equities & Options/Derivatives Trader ✦ REITs & TMT ✦ Team-Building at PennHaven Brokerage Partners, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Daniel Lilly.
Daniel Lilly previously worked as Managing Director-Head of Trading at Pennhaven Brokerage Partners and Managing Director - Outsourced Trading at Outset Global.
This section adds company-level context without repeating Daniel Lilly's masked contact details.
Review company-level records connected to Daniel Lilly before choosing the right outreach path.
Daniel Lilly is a Outsourced Trading, Technology, Operations, & Systems Expert ✦ Senior Equities & Options/Derivatives Trader ✦ REITs & TMT ✦ Team-Building at PennHaven Brokerage Partners.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Greater New York City Area
PennHaven Brokerage Partners is an adaptive, institutional trading solution for asset managers and RIAs of all sizes. We offer fully customizable solutions to meet the compliance and reporting demands of our clients while achieving best execution for our partners.
Greater New York City Area
✧ Built and maintained a base of quality, commission-generating clients including 3 of the firm's top customers.✧ Achieved consistent high year-over-year commission growth by expanding existing clients and acquiring new business through referrals and relationship-building.✧ Setting up Transaction cost analysis (TCA) reports to clients’ specifications.
Greater New York City Area
✧ Led the incorporation of Greenwich Prime Trading Group into Weeden.✧ Integrated systems: network, new order management, vendor systems, and clearing operations; oversaw the switch to the new provider.✧ Collaborated with C-level executives to coordinate risk management and operational controls.
Greater New York City Area
✧ Founded the firm together with 3 partners.✧ Responsible for the entire technology setup: chose tech providers, selected vendors, and implemented systems.✧ Supervised overall P&L and applied solutions that greatly reduced fixed expenses and avoided costly errors.✧ Oversaw the continuing efficiency of systems.✧ Built a loyal client base, some of whom I.
Greater New York City Area
𝘛𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘖𝘶𝘵𝘴𝘰𝘶𝘳𝘤𝘦𝘥 𝘛𝘳𝘢𝘥𝘪𝘯𝘨 𝘖𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯 𝘰𝘯 𝘞𝘢𝘭𝘭 𝘚𝘵𝘳𝘦𝘦𝘵.✧ Learned the skills of an Outsourced Trader and became adept in navigating the privileged position of a buy-side trader also relates to the sell-side.✧ Executed spread and derivative orders on a daily basis.✧ Managed account balances.✧ Priced transactions and determined client needs. ✧ Became familiar.
Greater New York City Area
Quick answers generated from the profile data available on this page.
Daniel Lilly works for PennHaven Brokerage Partners.
Daniel Lilly is listed as Outsourced Trading, Technology, Operations, & Systems Expert ✦ Senior Equities & Options/Derivatives Trader ✦ REITs & TMT ✦ Team-Building at PennHaven Brokerage Partners.
Daniel Lilly is based in New York City Metropolitan Area, United States, United States while working with PennHaven Brokerage Partners.
Daniel Lilly has worked for Pennhaven Brokerage Partners, Outset Global, Weeden Prime Services, Llc, Greenwich Prime Trading Group, and Furman Selz/Ing Barings/Abn Amro.
You can use AeroLeads to view verified contact signals for Daniel Lilly at PennHaven Brokerage Partners, including work email, phone, and LinkedIn data when available.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Daniel Lilly you were looking for.
View similar profiles
