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Daniel Martinez is listed as Executive Director at JPMorgan Chase & Co. at JPMorgan Chase & Co., based in Flower Mound, Texas, United States. AeroLeads shows a matched LinkedIn profile for Daniel Martinez.
Daniel Martinez previously worked as Executive Director at Jpmorgan Chase & Co. and Vice President at Jpmorgan Chase & Co.. Daniel Martinez holds Bachelor Of Science (Bs), Finance, General from American University.
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I have always been interested in the dynamics of global economies and have taken an active interest in the financial markets. I specialize working with growth stage companies to maximize efficiency and scale.
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New York, Ny, Us
Commercial Bank ED delivering a full suite of products and services to middle market companies with an emphasis on solutions and idea generation. Serving Dallas-Fort Worth and the North Texas market.
New York, Ny, Us
Commercial Bank VP covering middle market companies Serving Dallas-Fort Worth and the North Texas market.
New York, Ny, Us
The Connecticut Middle Market Commercial Banking team serves companies with annual revenues with $20 million to $500 million. As a Middle Market Banker, I provide our clients with a full range of products and services, including best-in-class deposit and treasury management, commercial lending/financing, commercial card solutions, merchant services, equipment finance, asset management, capital markets and investment banking.•Work with team mates and partners to deliver comprehensive solutions to our clients•Grow, develop and retain relationships in the Connecticut market area•Identify opportunities to provide our client with access across the firms LOBs.
New York, Ny, Us
• Configure new customers on our FX E-Commerce Systems as well as 3rd party platforms• Manage automation initiatives with FX sales partners to drive business.• Answer queries via phone, E-Mail, and IM from internal and External Customers.• Verifies account setup and credit profile on internal systems.• Interact with clients and attend meetings and interact with local and Latam based Sales people and Relationship managers.• Project management for various operational initiatives including optimizing credit checking, onboarding, and autopricing.
London, Gb
• Configure new customers on our FX E-Commerce Systems. • Maintain MI information for all new customers and run reports that list customer activity.• Answer queries via phone, E-Mail, and IM from internal and External Customers.• Verifies account setup and credit profile on internal systems.• Understand pricing information and currency market operations in relation to rates publishing and FX spot desk support.• Interact with clients and attend meetings and interact with local and Latam based Sales people and Relationship managers.• Confirms transaction with clients and resolves any discrepancies.• Alternate with team members in managing FX Auto Hedge positions/book and manage streaming rates for HSBC proprietary dealing platforms.• Implement and support tradability and infrastructure enhancements in Latin American business centers.
New York, Ny, Us
Liaise with Credit, Legal, Business/Sales, and other areas of JPMorgan to ensure documents for Clients are finalized and executed, as well as any issues or queries that arise during negotiation are properly directed and resolved.Review and complete Know Your Client (KYC) system requirements and compliance/credit documentation for the North American F&O business. Internal co-ordination across partner teams, specifically related to gathering the documentation required for KYC/AML, credit and associated processes. Main project co-ordinator amongst: internal business groups, Client Implementation, Integration, back offices, Treasury Services, Operate, Client Services, MAP, GAP, Transition Management, other internal support teams and Prime Services Onboarding/Solutions teams.
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Daniel Martinez works for JPMorgan Chase & Co..
Daniel Martinez is listed as Executive Director at JPMorgan Chase & Co. at JPMorgan Chase & Co..
Daniel Martinez is based in Flower Mound, Texas, United States while working with JPMorgan Chase & Co..
Daniel Martinez has worked for Jpmorgan Chase & Co., Hsbc, Jp Morgan Chase, Ubs, and Glencore Ltd.
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Daniel Martinez holds Bachelor Of Science (Bs), Finance, General from American University.
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