Daniel Koval Email & Phone Number

Charleston, South Carolina Metropolitan Area

Financial Advisor offering Investment advisory services through Eagle Strategies LLC, a registered Investment Advisory

Charleston, South Carolina Metropolitan Area

Agent licensed to sell insurance through New York Life Insurance Company

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Mt. Pleasant, South Carolina

• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss… Show more • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment. Show less

Greater New York City Area

• Recruited to increase institutional customer business in US Treasuries and Agencies, Interest Rate Swaps, SSAs, MBS and non-dollar sovereign securities. • Opened numerous new real money, bank and hedge fund accounts with increasing sales volumes each month.

Greater New York City Area

Recruited to build the Fixed Income securities customer business of a young Broker/Dealer.

Dubai, Uae

Recruited to build the Treasury and Financial Institution businesses of a new bank (2008 opening). Chairman of ALCO, Member Management Committee and Investment Committees, Invitee of Credit CommitteeTreasury staff of 11 Traders and Salespeople covering Money Markets, FX, Forward FX, FX Options, Structured Products, and Sukuk (Fixed Income). Financial Institutions staff of 4 RMsDeveloped new Islamic banking products including all necessary legal documentation, Product Programs, SOPs,… Show more Recruited to build the Treasury and Financial Institution businesses of a new bank (2008 opening). Chairman of ALCO, Member Management Committee and Investment Committees, Invitee of Credit CommitteeTreasury staff of 11 Traders and Salespeople covering Money Markets, FX, Forward FX, FX Options, Structured Products, and Sukuk (Fixed Income). Financial Institutions staff of 4 RMsDeveloped new Islamic banking products including all necessary legal documentation, Product Programs, SOPs, and executed business.Member UAE Central Bank Islamic Liquidity Management Committee and UAECB Treasury Products Sub CommitteeFounding member of Islamic Interbank Benchmark Rate CommitteeGuest speaker at Liquidity Management MENA Conference on Islamic Finance Liquidity Management and Guest Panelist for The Asset Forum on the Sukuk Market Rebound. Show less

Greater New York City Area

Recruited to expand and develop Interest Rate Derivatives trading, US Treasuries trading, Asset Backed securities investing, FX spot, options and forwards trading.Member of BNL NY Credit and ALM Committees

Greater New York City Area

Maximized returns derived from Asset/Liability and portfolio management of New York balance sheet comprised of Commercial loan assets, Treasury intra-group assets, Money Market loans, Fixed Income Securities and Repo Matched Book.Managed and developed New York Treasury trading activities including G7 short term interest rate derivatives, forward foreign exchange, and U.S. Treasury RepoSuccessfully implemented U.S. Commercial Paper program for Calyon, following successful implementation… Show more Maximized returns derived from Asset/Liability and portfolio management of New York balance sheet comprised of Commercial loan assets, Treasury intra-group assets, Money Market loans, Fixed Income Securities and Repo Matched Book.Managed and developed New York Treasury trading activities including G7 short term interest rate derivatives, forward foreign exchange, and U.S. Treasury RepoSuccessfully implemented U.S. Commercial Paper program for Calyon, following successful implementation of Credit Lyonnais Commercial Paper ProgramMember of Calyon ALCO and Treasury Management committees Show less

New York

Created and managed Fixed Income Portfolio comprised of Mortgage Backed Securities, Asset Backed Securities, U.S. Treasuries and Foreign Sovereign BondsInitiated use of Interest Rate Derivatives balance sheet for establishing long term positions and management of the interest rate risk of the Fixed Income and Corporate loan portfolios

Began trading U.S. Treasury Bills and grew to positioning and arbitraging across the U.S. Treasury yield curve.Traded U.S. Bond and Eurodollar futures and options.

Responsible for the Repo financing of U.S. Treasury securities, and implemented a Repo Matched bookTraded and financed Money Market products

New York

Responsible for all Management and Regulatory reporting for U.S. Government Bond dealer

Mba, Finance

B.S, Business Administration