Danielle Bloom Email & Phone Number

Tempe, Arizona, United States

- Effectively communicate with clients, counterparties, and internal control groups to provide front-to-back support for all OTC derivative trades for global fund administrators, acting as the key point of contact for both internal and external stakeholders. - Identify and resolve trade discrepancies between clients and counterparties, minimizing risks.

Greater St. Louis Area

-Managed 380 client portfolios, totaling $78 billion in derivative notional value, that utilized liability hedging or beta overlay strategies. Monitored each program daily, reviewed and implemented client direction letters in a timely manner, calculated required trades, and rebalanced each program at month-end. - Developed a deep understanding of credit.

Greater St. Louis Area

• Manage a $1.4 million equity portfolio formed from the university’s endowment with fourteen other selectively chosen students, focusing on the Consumer Staples sector.
• Develop two extensive reports- first on designated sector and then on portfolio holdings within it- ultimately providing a recommendation to buy, sell, or hold these stocks.
• Implement both qualitative and quantitative methods of analysis to support overarching investment thesis and recommendation such as SWOT… Show more
• Implement both qualitative and quantitative methods of analysis to support overarching investment thesis and recommendation such as SWOT analysis, ratio analysis with an emphasis on DuPont analysis, DCF/DDM and.

St Louis, Missouri, United States

Worked with two other hand-chosen students to represent SLU as we composed an equity research report on an assigned publicly-traded company and presented our findings and recommended investment action to a panel of judges. Collaborated with an assigned mentor from the investment realm and received hands-on mentoring and intensive training in financial.

Greater St. Louis Area

• Cultivated leads using a customer-focused, needs-based approach to align their individualized needs with appropriate products and services.
• Established and fostered customer relationships providing prompt and affable customer service.
• Educated customers about insurance options available and addressed any questions regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Greater St. Louis Area

• Analyzed financial statements for GCG’s various properties as well as dissected price valuations for appraisals of prospective properties.
• Worked with their property management software to perform bookkeeping tasks such as bank reconciliations.
• Created an official Facebook page integrating specific aspects of CGC's brand to improve promotion outreach as well as client interaction and communication.

Bachelor Of Science - Bs, Finance And Business Analytics, Finance Gpa: 4.00 Cumulative Gpa: 3.64, Dean'S List

Activities and Societies: Gamma Phi Beta, National Society of Leadership and Success

Honors Bachelor Of Science - Bs, Finance

Activities and Societies: Honors College, National Society of Leadership and Success, Zeta Tau Alpha, Women in Business, CEO Club