Daniel Toole Email & Phone Number

Amherst, Ny

I joined Arbor Capital Management because they are a "Pure Asset Manager". Pure Asset Management is a term used to convey transparency, independence, experience, and ethics. Our investment decisions are only based on client goals, objectives, and time frame. We don’t sell any products or services, we don’t answer to anyone but our clients and that’s pure. Our investment approach begins with establishing each client's goals, needs, and time frame. Once understood, we share all the pertinent information received, including client history, feelings and expectations with our investment team. Based on that information, our investment team develops a portfolio strategy congruent with client specific financial goals.

- Developed investment portfolios - Researched, qualified and approved/disapproved investments - Implemented individual asset allocation strategies- Supervised operations and client relationship management- Member of investment strategy and security selection committee

- Marked, showed, and executed best bid/ask for municipals, US Treasuries, STRIPS, TIPS, agencies, corporates, pass-through, CMOs, CD’s, UITs- Priced offerings/bids, handled syndicate ordering periods, reconciled cancel/corrects, traded discrepancies- Verified traders abide to NASD/MSRB trading regulations (best execution/due diligence/documentation) - Provided market commentary, daily offerings, trade/allocation suggestions

Municipal Bond Trading Desk- Acted as sales liaison between brokers and traders for bid/offer and trade execution- Heavy phone interaction with brokers answering questions pertaining to bond inquires, trading issues, sales ideas, swaps, market trends, and syndicate offerings- Developed portfolio marketing proposals including comparison of taxable-equivalent yields to implement asset allocation suggestions Fixed Income Gold Program - Provided fixed-income portfolio reporting analysis with holdings of more than $8B- Developed and executed customized portfolio marketing RFPs - Utilized analytics: unrealized P/L, duration, stated/expected maturity, actual cash flow, market and book value, portfolio and book yield - Analyzed products: municipals, US Treasuries, agencies, corporate, preferred securities, pass-through, ARMs, CMOs, asset-backed, floaters, Euro bonds, CD’s, high-yield, and zeros- Troubleshot system analytical failures with system analyst

Wallkill Central School District

- Managed overall account revenue & 35 employees - Generated monthly operating report & pro forma for management review- Cleared, settled federal & state reimbursement claims (National School Lunch Program)- Reconciled account discrepancies - Responsible for cost control, client relations, staffing, & scheduling - Supervised weekly preparation for A/P, A/R, payroll, & purchasing

Bachelor Of Science (Bs), Hr&Im

Master Of Business Administration (Mba), Finance And Financial Management Services

Activities and Societies: I am a graduate of the prestigious Golden Griffin Fund at Canisius College.

College Prep