Daniel Bennett Email & Phone Number

New York, United States

Greater New York City Area

Greater New York City Area

Managed $150 billion of assets covering the complete NA Portfolio, with inventory spanning Equity, Fixed Income, and Derivatives products. Promoted to senior role for Team Oversight, Division Strategy, and Project Management. Maximized business performance through strategic planning, analytics, and cross-functional collaboration. Conducted insightful, intraday, data-driven analysis to derive intelligence and trends that drove business decisions across numerous stakeholders, with recommendations for the buying and selling of portfolio assets in the billions. Developed metrics and analytics to describe, understand, improve, and optimize multiple procedures, training programs, performance measurements, revenue streams, and new business development strategies. Identified, designed, and deployed new digital products, partnerships, frameworks, and monetization strategies, including measurement plans inclusive of return calculations (ROI) and qualitative performance metrics (KPIs). Oversaw the full project lifecycle for several new commercial platforms (Bilateral Trading; Uncleared Derivatives). Served as central point-person for disparate stakeholders: Prime Brokerage, Wealth Management, Equity, Fixed Income, Derivatives, Corporate Treasury, Cash Management, Corporate Actions, Legal/Regulatory Oversight. Managed the firm’s extremely sensitive morning lock-up account with the Federal Reserve ($20 billion).

Greater New York City Area

Invited to join the Asset & Liquidity Management (ALM) team, which manages the entire NA Portfolio, worth $150 billion. Without a training program and within Wall Street’s real-time, high-pressure environment I familiarized myself with the complex mechanics of ALM, including the dozens of products, workflows, and stakeholders involved. Performed real-time data analysis to balance firm strategies against market mechanics and portfolio volatility. Communicated timely and accurate market forecasts and portfolio visibility on an hourly, daily, and quarterly basis. Prepared and reviewed analytical reports and datasets, performed root cause investigations, recommended solutions. Collaborated across teams to develop new interfaces, workflows, and business lines (T3C; MSCL; Unencumbered). Spearheaded, designed, and executed a new on-boarding process and training program. I also crafted a comprehensive department manual, all of which were recognized by Senior Management and thereafter implemented division wide.

Hired to oversee operations in NYC, Baltimore, London, and Toronto for intra-day global coordination. Lacking prior education in finance, I rapidly learned on the job to become an expert in Investment Banking Resource Management. Performed root cause analysis to identify business strengths, weaknesses, opportunities, trends. Improved operational excellence through identification of pain points and execution of initiatives that increased efficiency, removed obstacles, created streamlined processes, and offered novel approaches to the business. Maintained constant interaction with numerous internal and external cross-functional stakeholders worldwide. Trained junior analysts. Established new handover practices from APAC and EMEA.

Cosmop helped rising and recent graduates find international work opportunities. Brainstormed company vision; coordinated team operations and production; worked with seasoned VCs and business mentors; oversaw legal, accounting, tech, design, and content throughout Alpha testing; vetted database of several thousand listings; handled external relations; consulted with clients on securing global work, living, and travel arrangements.

Shanghai City, China

Selected for a government sponsored fellowship program for a year of studying mandarin and teaching English in Shanghai. Immersed in intensive language training for conversational speaking, reading, and writing. Taught English to 1,054 Chinese students (28 classes/week). Independently formulated lesson plans to cover an introduction to Western History and Culture.

Bachelor'S Degree, Modern Studies Honors & English Literature, 3.86 - Magna Cum Laude

Activities and Societies: The Virginia Gentlemen Acappella Group (President), The International Buddy Program (President), Lawn Resident.

Master Of Business Administration - Mba, Finance, 4.00 - Valedictorian, Summa Cum Laude

Coursework in: Financial Modeling & Business Forecasting, Corporate Finance, Digital Marketing, Sociology of Consumers, Arts & Media.

Post-Baccalaureate Studies, Economics & Psychology, 4.00

Coursework in Behavioral Neuroscience, Social Psychology, Cognition & Perception, History of Economic Thought, International Economics.