Daniel Mccabe Email & Phone Number

Greater New York City Area

•Assisted the fixed income, futures, and FX desks with day to day tasks such as generating reports, being a point of contact for client/trader concerns, and booking trades•Aided in business development by onboarding new clients and adding systems that made the trading of different strategies and products possible•Monitored trade and position risks•Ensured the timely settlement of trades while making sure no issues arose when it came to post-execution•Reconciled P&L breaks and accounting on deals •Used Bloomberg daily for generating reports and dealing with order flow

New York, New York

• Perform new client adoptions and periodic reviews for clients by confirming KYC data requirements• Collect relevant KYC information• Assist with preparation of client files for regulatory examination by compiling and analyzing necessary data• Work effectively with key stakeholders using strong influencing skills to ensure the mutually satisfactory resolution of key issues and that the respective responsibilities are understood, agreed, and escalated where required• Appropriate and confidential handling/sharing of sensitive client data* Contracted consultant via Wsne

New York, New York

-Review clients debts over a variety of different creditors -Analyze and forecast clients’ financial position to identify affordable compromises-Negotiate and communicate with creditors -Figure out which accounts could be settled -Locate accounts and updated client information in order to call in to the creditors and negotiate settlements -Develop and maintain working relationships with banks, collection agencies, and law firms-Work with Salesforce in order establish settlements, terms, and input payment information

250 Crossways Park Dr, Woodbury New York 11797

-Gathered client information and summarized it in excel and Blackrock software-Transferred over clients account information to other companies and also requested clients account information-Generated portfolios and modules that summarized clients financial matters-Sat in on investment strategy meetings and plans to present to clientele-Obtained Life, Health, and Accident insurance license.