Daniel Mongelli, Cfa
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Daniel Mongelli, Cfa Email & Phone Number

Vice President, Investment Banking - Technology, Media, and Telecom at TD Securities
Location: Towaco, New Jersey, United States 9 work roles 2 schools
1 work email found @tdsecurities.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@tdsecurities.com
LinkedIn Profile matched
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Current company
Role
Vice President, Investment Banking - Technology, Media, and Telecom
Location
Towaco, New Jersey, United States
Company size

Who is Daniel Mongelli, Cfa? Overview

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Quick answer

Daniel Mongelli, Cfa is listed as Vice President, Investment Banking - Technology, Media, and Telecom at TD Securities, a with 2426 employees, based in Towaco, New Jersey, United States. AeroLeads shows a work email signal at tdsecurities.com and a matched LinkedIn profile for Daniel Mongelli, Cfa.

Daniel Mongelli, Cfa previously worked as Vice President, Investment Banking - Technology, Media, & Telecom at Td Securities and Associate, Investment Banking - Technology, Media, & Telecom at Td Securities. Daniel Mongelli, Cfa holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance, 3.80 Gpa from Villanova University.

Company email context

Email format at TD Securities

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*@tdsecurities.com
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AeroLeads found 1 current-domain work email signal for Daniel Mongelli, Cfa. Compare company email patterns before reaching out.

Profile bio

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

Listed skills include Microsoft Excel, Finance, Social Media, Teamwork, and 10 others.

Current workplace

Daniel Mongelli, Cfa's current company

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TD Securities
Td Securities
Vice President, Investment Banking - Technology, Media, and Telecom
Montville, NJ, US
Employees
2426
AeroLeads page
9 roles

Daniel Mongelli, Cfa work experience

A career timeline built from the work history available for this profile.

Vice President, Investment Banking - Technology, Media, And Telecom

Montville, Nj, Us

Vice President, Investment Banking - Technology, Media, & Telecom

Current

New York, New York, United States

Jan 2024 - Present

Associate, Investment Banking - Technology, Media, & Telecom

New York, New York, United States

Mar 2021 - Dec 2023

Associate, Corporate Banking

Td

444 Madison Ave, New York Ny 10022

Dec 2020 - Feb 2021

Senior Analyst, Corporate Banking

Td

444 Madison Ave, New York Ny 10022

Dec 2019 - Dec 2020

Analyst, Corporate Banking

Td
Jul 2017 - Dec 2019

Summer Credit Analyst

Td

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.

Jun 2016 - Sep 2016

Assurance Intern

Pwc

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.

Jan 2016 - Mar 2016

Financial Intern

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.

Jun 2014 - Dec 2015
Team & coworkers

Colleagues at TD Securities

Other employees you can reach at tdsecurities.com. View company contacts for 2426 employees →

2 education records

Daniel Mongelli, Cfa education

Bachelor Of Business Administration (B.B.A.), Accounting And Finance, 3.80 Gpa

Activities and Societies: National Society of Collegiate Scholars, Villanova University VSB Peer Advisors -Magna Cum Laude -Dean's List.

Education record

Montville Township Highschool
FAQ

Frequently asked questions about Daniel Mongelli, Cfa

Quick answers generated from the profile data available on this page.

What company does Daniel Mongelli, Cfa work for?

Daniel Mongelli, Cfa works for TD Securities.

What is Daniel Mongelli, Cfa's role at TD Securities?

Daniel Mongelli, Cfa is listed as Vice President, Investment Banking - Technology, Media, and Telecom at TD Securities.

What is Daniel Mongelli, Cfa's email address?

AeroLeads has found 1 work email signal at @tdsecurities.com for Daniel Mongelli, Cfa at TD Securities.

Where is Daniel Mongelli, Cfa based?

Daniel Mongelli, Cfa is based in Towaco, New Jersey, United States while working with TD Securities.

What companies has Daniel Mongelli, Cfa worked for?

Daniel Mongelli, Cfa has worked for Td Securities, Td, Pwc, and Royal Alliance Associates Inc.

Who are Daniel Mongelli, Cfa's colleagues at TD Securities?

Daniel Mongelli, Cfa's colleagues at TD Securities include Linda Ma, Jessie Wong, Nadia Pelletier, Sameer Rehman, and Andy Wong.

How can I contact Daniel Mongelli, Cfa?

You can use AeroLeads to view verified contact signals for Daniel Mongelli, Cfa at TD Securities, including work email, phone, and LinkedIn data when available.

What schools did Daniel Mongelli, Cfa attend?

Daniel Mongelli, Cfa holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance, 3.80 Gpa from Villanova University.

What skills is Daniel Mongelli, Cfa known for?

Daniel Mongelli, Cfa is listed with skills including Microsoft Excel, Finance, Social Media, Teamwork, Public Speaking, Customer Service, Microsoft Office, and Numerical Ability.

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