Daniel Restrepo

Daniel Restrepo Email and Phone Number

Vice President at J.P. Morgan @ J.P. Morgan
new york, new york, united states
Daniel Restrepo's Location
Miami, Florida, United States, United States
Daniel Restrepo's Contact Details

Daniel Restrepo work email

About Daniel Restrepo

Financial Services professional with extensive background in Asset Management, Investment Advisory and Trading across different asset classes.

Daniel Restrepo's Current Company Details
J.P. Morgan

J.P. Morgan

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Vice President at J.P. Morgan
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Daniel Restrepo Work Experience Details
  • J.P. Morgan
    Client Advisor
    J.P. Morgan Jan 2016 - Present
    Miami/Fort Lauderdale Area
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  • J.P. Morgan
    Investment Specialist
    J.P. Morgan 2015 - 2016
    Miami/Fort Lauderdale Area
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  • Hsbc Private Bank
    Investment Counselor
    Hsbc Private Bank 2014 - 2015
    Miami/Fort Lauderdale Area
    • Assisted senior investment counselors with developing and communicating investment proposals to clients and prospects• Performed credit analysis and relative value analysis to generate fixed income ideas for implementation across multiple accounts within the Private Bank• Collaborated with market strategists and asset class specialist in the global investment committee by evaluating macroeconomic data and producing reports
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  • Hsbc Private Bank
    Aml/Kyc Analyst
    Hsbc Private Bank 2013 - 2014
    Miami/Fort Lauderdale Area
    • Performed extensive investigation and updated Know-Your-Client (KYC) information on every Beneficial Owner in accounts in order to identify clients that could expose the bank to substantial risks
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  • Lloyds Tsb Bank
    Investment Advisory Group Trainee
    Lloyds Tsb Bank 2010 - 2011
    Miami/Fort Lauderdale Area
    • Created investment proposals and performed quarterly portfolio analysis for high net worth individuals• Developed and updated excel models for portfolio analysis and investment proposals
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Daniel Restrepo Skills

Investments Portfolio Management Private Banking Bloomberg Terminal Microsoft Office Wealth Management Trading Financial Services Bloomberg Financial Risk Equities Finance Asset Allocation Market Research Investment Management Investment Advisory Sales Business Development

Daniel Restrepo Education Details

Frequently Asked Questions about Daniel Restrepo

What company does Daniel Restrepo work for?

Daniel Restrepo works for J.p. Morgan

What is Daniel Restrepo's role at the current company?

Daniel Restrepo's current role is Vice President at J.P. Morgan.

What is Daniel Restrepo's email address?

Daniel Restrepo's email address is da****@****ail.com

What schools did Daniel Restrepo attend?

Daniel Restrepo attended Nyu Stern School Of Business, Hkust Business School, Universidad Escuela De Administración Y Finanzas Y Tecnologías.

What skills is Daniel Restrepo known for?

Daniel Restrepo has skills like Investments, Portfolio Management, Private Banking, Bloomberg Terminal, Microsoft Office, Wealth Management, Trading, Financial Services, Bloomberg, Financial Risk, Equities, Finance.

Who are Daniel Restrepo's colleagues?

Daniel Restrepo's colleagues are Linda Innes, Bobby Siers, Cfp®, 武久緩美, James Becker, Clemens Oehler, Silvina Otero, Debjit Dutta.

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