Daniel Mutisya Email & Phone Number

Los Angeles, California, United States

In the Malkin Family Office, I am responsible for shareholder management and support the diversified investment portfolio of the family business, covering multiple industries such as technology, manufacturing, finance, real estate, and consumer goods.Our company was established in 2005 and has developed from a local company to an international group with the aim of innovation, quality and customer satisfaction.My main responsibilities include but are not limited to：o Formulate and implement strategic plans to promote the company's long-term growth and development.o Manage finances to ensure the efficiency and financial health of the company's capital use.o Lead and cultivate the team, promote teamwork and efficient execution.o Establish and maintain customer relationships and improve customer satisfaction and loyalty.o Conduct market analysis to identify new investment opportunities and potential risks.o Conduct risk management and formulate countermeasures to ensure the company's sound operation.o Apply innovative thinking to promote the improvement and upgrading of products and services.

Los Angeles, California, United States

As a customer relationship manager, I focus on maintaining and developing customer relationships, providing personalized investment advice, and ensuring customer satisfaction.I maintain regular communication with existing customers, understand changes in their needs, and adjust investment recommendations according to market trends.Through a high level of service and support, I have enhanced the trust and loyalty of my customers and contributed to the company's business growth.

Los Angeles, California, United States

During my tenure as a portfolio manager in Malkin Family Office, I was responsible for managing the performance of the company's portfolio, formulating and implementing investment strategies, and communicating investment plans with clients on a regular basis.Through professional investment analysis and strategic planning, I have successfully optimized the return of my investment portfolio and improved the investment satisfaction of my customers.This position has given me a deeper understanding of the complexity of portfolio management, and it has also improved my ability to communicate and coordinate with clients.

Santa Clara County, California, United States

As an investment manager, I am fully responsible for the management and optimization of the investment portfolio. My work includes：o Formulate and execute investment strategies, manage asset allocation, evaluate and screen investment opportunities.o Ensure that the performance of the portfolio meets the company's goals.o Communicate with customers and stakeholders, provide investment advice, and lead the investment team to promote the development of the company's investment business.

Santa Clara

As a senior investment analyst, I have assumed more responsibilities, including leading and coordinating the work of the investment analysis team.The main responsibilities include：o Formulate and optimize investment strategies and manage complex investment projects.o Conduct in-depth market analysis, participate in advanced investment decision-making meetings, and provide strategic advice to the company.o Promote investment portfolio optimization and risk control to ensure the smooth progress of investment projects.

Paris, Île-De-France, France

During my tenure as a junior investment analyst intern at Rothschild & Co, I assisted the investment team in market research and analysis. The main tasks included：o Collect and organize relevant data on financial markets, analyze fund performance and industry trends.o Assist in writing investment reports, provide investment recommendations, and support the team's decision-making process.o Participate in industry conferences and investment project reviews, provide data support and research materials.o Assist in the construction of financial models, risk assessment and return analysis to assess potential investment opportunities.o Learn to use various financial software and tools to improve data analysis and investment evaluation capabilities.

Paris, Île-De-France, France

As an investment analysis intern at Rothschild & Co in Paris, I have accumulated valuable experience in the field of French finance and investment. My main responsibilities include：o Conduct in-depth market research and analysis on different industries and companies.o Assist in the preparation of financial models and valuation reports.o Participate in the due diligence process of potential investment opportunities.o Support senior analysts to prepare customer reports and investment recommendations.o Participate in team meetings to provide insights into investment strategies.o Skill development in using financial software and databases for data analysis.o Learn the regulations and operating norms of the French financial market.o This internship experience not only allowed me to master the actual operation of investment analysis, but also gave me an in-depth understanding of France's unique financial environment.

Master Of Business Administration (Mba), Economy And Management, 3.8/4.0 Gpa

Activities and Societies: Financial ClubIn the Financial Club of Columbia Business School, it focuses on advanced knowledge of financial.

Bachelor'S Degree, Business Administration, 3.8/4.0

Activities and Societies: (French Business Club), (International Student Association), (Model United Nations), (Entrepreneurs.