Daniel Mongelli, Cfa

Daniel Mongelli, Cfa Email and Phone Number

Vice President, Investment Banking - Technology, Media, and Telecom @ TD Securities
Montville, NJ, US
Daniel Mongelli, Cfa's Location
Towaco, New Jersey, United States, United States
Daniel Mongelli, Cfa's Contact Details

Daniel Mongelli, Cfa personal email

n/a
About Daniel Mongelli, Cfa

Vice President on the Investment Banking Credit team with a focus on Sponsor backed Technology, Media, & Telecom clients. Specializing in Credit Agreement Negotiations and Documentation, Financial Modeling, Credit Analysis and Recommendations, Leveraged Buyouts (LBOs), and Mergers & Acquisitions (M&A). B.B.A. - Villanova School of BusinessChartered Financial Analyst

Daniel Mongelli, Cfa's Current Company Details
TD Securities

Td Securities

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Vice President, Investment Banking - Technology, Media, and Telecom
Montville, NJ, US
Website:
tdsecurities.com
Employees:
2426
Daniel Mongelli, Cfa Work Experience Details
  • Td Securities
    Vice President, Investment Banking - Technology, Media, And Telecom
    Td Securities
    Montville, Nj, Us
  • Td Securities
    Vice President, Investment Banking - Technology, Media, & Telecom
    Td Securities Jan 2024 - Present
    New York, New York, United States
  • Td Securities
    Associate, Investment Banking - Technology, Media, & Telecom
    Td Securities Mar 2021 - Dec 2023
    New York, New York, United States
  • Td
    Associate, Corporate Banking
    Td Dec 2020 - Feb 2021
    444 Madison Ave, New York Ny 10022
  • Td
    Senior Analyst, Corporate Banking
    Td Dec 2019 - Dec 2020
    444 Madison Ave, New York Ny 10022
  • Td
    Analyst, Corporate Banking
    Td Jul 2017 - Dec 2019
  • Td
    Summer Credit Analyst
    Td Jun 2016 - Sep 2016
    Greater Philadelphia Area
    Worked as part of an internal banking team, helping to evaluate the credit risk of borrowers in the banks syndicated loan group.
  • Pwc
    Assurance Intern
    Pwc Jan 2016 - Mar 2016
    Greater Philadelphia Area
    Participated on assurance teams auditing clients in the Financial, Insurance, and Banking Industries. Also completed one week training course in the fundamentals of the audit process.
  • Royal Alliance Associates Inc
    Financial Intern
    Royal Alliance Associates Inc Jun 2014 - Dec 2015
    Morristown, New Jersey
    Assisted a financial advisor in many activities including the screening of fixed income investments, rebalancing client's accounts, as well as working with client portfolios directly.

Daniel Mongelli, Cfa Skills

Microsoft Excel Finance Social Media Teamwork Public Speaking Customer Service Microsoft Office Numerical Ability Financial Services Wealth Management Portfolio Management Powerpoint Bonds Microsoft Powerpoint

Daniel Mongelli, Cfa Education Details

Frequently Asked Questions about Daniel Mongelli, Cfa

What company does Daniel Mongelli, Cfa work for?

Daniel Mongelli, Cfa works for Td Securities

What is Daniel Mongelli, Cfa's role at the current company?

Daniel Mongelli, Cfa's current role is Vice President, Investment Banking - Technology, Media, and Telecom.

What is Daniel Mongelli, Cfa's email address?

Daniel Mongelli, Cfa's email address is da****@****ade.com

What schools did Daniel Mongelli, Cfa attend?

Daniel Mongelli, Cfa attended Villanova University, Montville Township Highschool.

What are some of Daniel Mongelli, Cfa's interests?

Daniel Mongelli, Cfa has interest in Science And Technology, Education, Environment, Health.

What skills is Daniel Mongelli, Cfa known for?

Daniel Mongelli, Cfa has skills like Microsoft Excel, Finance, Social Media, Teamwork, Public Speaking, Customer Service, Microsoft Office, Numerical Ability, Financial Services, Wealth Management, Portfolio Management, Powerpoint.

Who are Daniel Mongelli, Cfa's colleagues?

Daniel Mongelli, Cfa's colleagues are Nur Hayati Binte Daud, Tiago Alves, Jason Noble, Justin Leow, Elizabeth Fronsaglia, Joe Xu, Mfe, Barak Dror.

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