Daniel Koval

Daniel Koval Email and Phone Number

Senior Relationship Banker @ Truist
charlotte, north carolina, united states
Daniel Koval's Location
Charleston County, South Carolina, United States, United States
Daniel Koval's Contact Details

Daniel Koval personal email

Daniel Koval phone numbers

About Daniel Koval

Provide financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Daniel Koval's Current Company Details
Truist

Truist

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Senior Relationship Banker
charlotte, north carolina, united states
Website:
truist.com
Employees:
8972
Daniel Koval Work Experience Details
  • Truist
    Senior Relationship Banker
    Truist Nov 2022 - Present
    Charleston, South Carolina Metropolitan Area
    View
  • Eagle Strategies Llc
    Financial Advisor
    Eagle Strategies Llc Feb 2022 - Nov 2022
    Financial Advisor offering Investment advisory services through Eagle Strategies LLC, a registered Investment Advisory
    View
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Dec 2021 - Nov 2022
    Charleston, South Carolina Metropolitan Area
    Agent licensed to sell insurance through New York Life Insurance Company
    View
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Dec 2021 - Nov 2022
    Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
  • Prudential Financial
    Financial Planner A
    Prudential Financial May 2016 - Dec 2021
    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
    View
  • Sg Americas Securities, Llc
    Director Of Rate Sales
    Sg Americas Securities, Llc Mar 2014 - Feb 2015
    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.
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  • Rcap Securities, Inc.
    Managing Director - Fixed Income Sales & Trading
    Rcap Securities, Inc. Apr 2012 - Apr 2013
    Greater New York City Area
    Recruited to build the Fixed Income securities customer business of a young Broker/Dealer.
  • Noor Bank
    Treasurer
    Noor Bank May 2008 - Dec 2011
    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
    View
  • Bnl Gruppo Bnp Paribas
    Treasurer And Head Of Markets Ny
    Bnl Gruppo Bnp Paribas May 2005 - Mar 2007
    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
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  • Crédit Agricole Cib
    Managing Director, Head Of Treasury Ny
    Crédit Agricole Cib Jan 1996 - Apr 2005
    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
    View
  • Hsbc
    Executive Director And Treasurer Ny
    Hsbc Jan 1984 - Jan 1995
    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
    View
  • Midland Bank Plc
    Director, Senior Proprietary Trader
    Midland Bank Plc Jan 1986 - Jan 1990
    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.
  • Midland Bank Plc
    Assistant Treasurer, Money Market Desk
    Midland Bank Plc Jan 1984 - Jan 1986
    Responsible for the Repo financing of U.S. Treasury securities, and implemented a Repo Matched bookTraded and financed Money Market products
  • J.P. Morgan
    Senior Financial Accountant And Supervisor
    J.P. Morgan Jan 1980 - Jan 1984
    New York
    Responsible for all Management and Regulatory reporting for U.S. Government Bond dealer
    View

Daniel Koval Skills

Returns Positioning Small Business Banking Retirement Income Strategies Credit Cards Insurance Sales Interest Rate Risk Management Derivatives Abs Credit Risk Finance Cd Treasury Management Foreign Exchange Syndications Aol Money Market Business Administration Real Estate Legal Management Revenue Alm Private Banking Short Funding Commercial Paper Repossessions Currency Commercial Lending Institutional Hedge Funds Clearing Committees Home Equity Lines Of Credit Cash Management Car Loans Accounting Bonds Retirement Planning Financial Planning Portfolio Management Capital Markets Bloomberg Futures Interest Rate Derivatives Life Insurance Balance Sheet Islamic Finance Strategies Emerging Markets Risk Management Mba Finance Training Financial Institutions Disability Insurance Market Risk Long Term Care Insurance Documentation Capital Commercial Real Estate Loans Options Financial Markets Structured Products R Fixed Income Wealth Transfer Gcc Swaps Financial Risk Trade Finance Home Equity Loans Operations Mbs Securitization Wealth Accumulation Credit Liquidity Alco Investment Banking Retail Banking Hedging Yield Responsibility Banking Rapport Sovereign Portfolio Recruitment Foreign Exchange Options New York Investments Equities Liquidity Management Business Planning Charitable Giving Limits Fx Options Rate Asset Operational Risk Series 7 Treasury Budgets Risk Trading Mergers And Acquisitions Traders Securities Dealers

Daniel Koval Education Details

Frequently Asked Questions about Daniel Koval

What company does Daniel Koval work for?

Daniel Koval works for Truist

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

Daniel Koval's current role is Senior Relationship Banker.

What is Daniel Koval's email address?

Daniel Koval's email address is da****@****ife.com

What is Daniel Koval's direct phone number?

Daniel Koval's direct phone number is +191492*****

What schools did Daniel Koval attend?

Daniel Koval attended Lubin School Of Business, Pace University, Mercy College.

What are some of Daniel Koval's interests?

Daniel Koval has interest in Poverty Alleviation.

What skills is Daniel Koval known for?

Daniel Koval has skills like Returns, Positioning, Small Business Banking, Retirement Income Strategies, Credit Cards, Insurance, Sales, Interest Rate Risk Management, Derivatives, Abs, Credit Risk, Finance.

Who are Daniel Koval's colleagues?

Daniel Koval's colleagues are Ganesh Sai Kopparthi, Dan Harper, Rondell Gaddist, Cecile Clemons, Allen Edwards, Jason Hallford, Theresa Williams.

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