Daniel O'Malley Email & Phone Number

Flushing, Ny

Sell life insurance and supplements to union employees in New York state. Generate leads to establish new sales and business opportunities. Present policy options based upon client needs. Develop quotes, makes sales presentations, and successfully negotiate to close sales.Selected Contributions:• Drive retention of existing clients.

New Yory, Ny

Facilitated the accurate and timely processing of transactions between buyers and sellers in U.S. treasuries, and agencies, asset backed securities, corporate commercial paper, Yankee CD, bank debt, and structured products. Researched and evaluated information to aid in boosting short term sales and trading platforms.Selected Contributions:• Forged strong business relationships with existing clients, and identified and developed new customer base.

New York, Ny

Coordinated financial transactions for several large money managers to assist in funding bank’s balance sheet. Assisted in investing and managing assets in short term fixed income to produce optimal returns. Spearheaded planning to develop strategies and tactics to achieve or exceed established benchmarks. Played integral role in training and developing sales assistants for junior sales roles.Selected Contributions:• Sold broad spectrum of rate and credit products resulting in institutional accounts that produced more than $14MM in 2014.• Secured relationships with large money managers including Blackrock, JP Morgan Sec. Lending and Federated.

New York, Ny

Developed account relationships with 35 mid-sized corporate treasury departments generating in excess of $3.5MM through sale of fixed income products. Interfaced with multiple departments to troubleshoot trade discrepancies and offer successful resolutions. Developed sales proposals as part of team to effectively penetrate market and assist clients with funding needs.