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Daniel Zimbaldi, Cfa Email & Phone Number

Managing Director, Financial Institutions M&A at Truist Securities at Truist Securities
Location: New York, United States 8 work roles 2 schools
1 work email found @barclays.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@barclays.com
LinkedIn Profile matched
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Current company
Truist Securities
Role
Managing Director, Financial Institutions M&A at Truist Securities
Location
New York, United States
Company size
778 employees

Who is Daniel Zimbaldi, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel Zimbaldi, Cfa is listed as Managing Director, Financial Institutions M&A at Truist Securities at Truist Securities, a with 778 employees, based in New York, United States. AeroLeads shows a work email signal at barclays.com and a matched LinkedIn profile for Daniel Zimbaldi, Cfa.

Daniel Zimbaldi, Cfa previously worked as Managing Director, Financial Institutions M&A at Truist Securities and Managing Director, Financial Institutions Investment Banking, M&A at Barclays Investment Bank. Daniel Zimbaldi, Cfa holds Mba, Finance from Columbia Business School.

Company email context

Email format at Truist Securities

This section adds company-level context without repeating Daniel Zimbaldi, Cfa's masked contact details.

*@barclays.com
68% confidence

AeroLeads found 1 current-domain work email signal for Daniel Zimbaldi, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Daniel Zimbaldi, Cfa

Daniel Zimbaldi, Cfa is a Managing Director, Financial Institutions M&A at Truist Securities at Truist Securities. He possess expertise in investment banking.

Listed skills include Investment Banking.

Current workplace

Daniel Zimbaldi, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Truist Securities
Truist Securities
Managing Director, Financial Institutions M&A at Truist Securities
atlanta, georgia, united states
Website
truistsecurities.com
Employees
778
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Company profile
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8 roles · 21 years

Daniel Zimbaldi, Cfa work experience

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

Managing Director, Financial Institutions M&A

Current
Truist Securities

New York, New York, United States

Nov 2023 - Present

Managing Director, Financial Institutions Investment Banking, M&A

Barclays Investment Bank

Greater New York City Area

Sep 2019 - Dec 2023

Managing Director, Financial Institutions Investment Banking

Evercore

Greater New York City Area

Jul 2014 - Sep 2019

Director, Financial Institutions Investment Banking

Deutsche Bank

New York

Feb 2012 - May 2014

Vice President, Financial Institutions Investment Banking

Deutsche Bank
Oct 2008 - Feb 2012

Associate, Financial Institutions Investment Banking

Lehman Brothers

New York, New York

2006 - 2008 ~2 yrs

Corporate Finance Associate

J.P. Morgan

New York, Ny

Corporate Finance Associate Rotational Program. Rotations included: Corporate Strategy (Winter 2006)Treasury Services, Pricing Strategy and Analysis (Fall 2005)

Jun 2005 - Feb 2006

Summer Associate

J.P. Morgan

New York, Ny

Summer Associate position in Credit Risk, Country Risk Management

Jun 2004 - Aug 2004
Team & coworkers

Colleagues at Truist Securities

Other employees you can reach at truistsecurities.com. View company contacts for 778 employees →

ER Ethan Rozin Ethan Rozin Colleague at Truist SecuritiesNew York, United States View → TC Tinnetta Church Tinnetta Church Colleague at Truist SecuritiesCharlotte, North Carolina, United States View → MN Mbaga N. Mbaga N. Colleague at Truist SecuritiesAtlanta, Georgia, United States View → RR Rish Reddy Rish Reddy Colleague at Truist SecuritiesCharlotte, North Carolina, United States View → BC Brian Chong Brian Chong Colleague at Truist SecuritiesAtlanta, Georgia, United States View → CG Christian Georgiadis Christian Georgiadis Colleague at Truist SecuritiesNew York City Metropolitan Area, United States View → RF Ross Forman Ross Forman Colleague at Truist SecuritiesNew York City Metropolitan Area, United States View → YG Yulonda Glover Yulonda Glover Colleague at Truist SecuritiesGreater Chicago Area, United States View → CW Christian Wilson Christian Wilson Colleague at Truist SecuritiesAtlanta Metropolitan Area, United States View → JT James Tran James Tran Colleague at Truist SecuritiesSan Francisco, California, United States View →
2 education records

Daniel Zimbaldi, Cfa education

FAQ

Frequently asked questions about Daniel Zimbaldi, Cfa

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

What company does Daniel Zimbaldi, Cfa work for?

Daniel Zimbaldi, Cfa works for Truist Securities.

What is Daniel Zimbaldi, Cfa's role at Truist Securities?

Daniel Zimbaldi, Cfa is listed as Managing Director, Financial Institutions M&A at Truist Securities at Truist Securities.

What is Daniel Zimbaldi, Cfa's email address?

AeroLeads has found 1 work email signal at @barclays.com for Daniel Zimbaldi, Cfa at Truist Securities.

Where is Daniel Zimbaldi, Cfa based?

Daniel Zimbaldi, Cfa is based in New York, United States while working with Truist Securities.

What companies has Daniel Zimbaldi, Cfa worked for?

Daniel Zimbaldi, Cfa has worked for Truist Securities, Barclays Investment Bank, Evercore, Deutsche Bank, and Lehman Brothers.

Who are Daniel Zimbaldi, Cfa's colleagues at Truist Securities?

Daniel Zimbaldi, Cfa's colleagues at Truist Securities include Ethan Rozin, Tinnetta Church, Mbaga N., Rish Reddy, and Brian Chong.

How can I contact Daniel Zimbaldi, Cfa?

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

What schools did Daniel Zimbaldi, Cfa attend?

Daniel Zimbaldi, Cfa holds Mba, Finance from Columbia Business School.

What skills is Daniel Zimbaldi, Cfa known for?

Daniel Zimbaldi, Cfa is listed with skills including Investment Banking.

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