Daniel Russo, Cmt

Daniel Russo, Cmt Email and Phone Number

Portfolio Manager @ Potomac
New York, NY, US
Daniel Russo, Cmt's Location
New York City Metropolitan Area, United States, United States
Daniel Russo, Cmt's Contact Details
About Daniel Russo, Cmt

Performance-driven Portfolio Manager and Chartered Market Technician encompassing 24+ years of experience in the capital markets and a demonstrated ability to utilize fundamental, technical and quantitative research in order to generate actionable investment strategies. I am frequent guest on Bloomberg TV where I discuss all markets and asset classes from a technical analysis perspective.Specialties: Technical Analysis, Fundamental Analysis, Quantitative Analysis, Investment Strategy, Relationship Management, Business Development, Revenue Generation, Client Service.

Daniel Russo, Cmt's Current Company Details
Potomac

Potomac

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Portfolio Manager
New York, NY, US
Daniel Russo, Cmt Work Experience Details
  • Potomac
    Portfolio Manager
    Potomac
    New York, Ny, Us
  • Potomac
    Portfolio Manager
    Potomac Mar 2021 - Present
    Miami, Fl, Us
  • Baruch College
    Adjunct Lecturer
    Baruch College Mar 2019 - Present
    New York, Ny, Us
  • Cmt Association, Inc.
    Co-Chair, Ny Chapter
    Cmt Association, Inc. 2012 - Present
    New York, New York, Us
  • Chaikin Analytics
    Chief Market Strategist
    Chaikin Analytics Mar 2018 - Mar 2021
    Baltimore, Md, Us
    • Authored daily and weekly market research reports for our clients which were read by more than 1,000 investors every day.• Successfully doubled the readership of our research reports from 22% to 44%.• Aided in the development of the technical component of Chaikin’s ETF Rating System.• Hosted weekly strategy calls with clients on various market-related topics which are attended by over 200 clients.
  • Needham & Company
    Principal, Institutional Sales
    Needham & Company 2011 - 2018
    New York, New York, Us
    • Combined the work of Needham’s fundamental analysts with my own technical analysis to generate strategic trading and investment ideas for hedge funds, mutual funds and pension funds.• Published research notes highlighting tactical, technically derived trading ideas on covered stocks.• Facilitateed investor meetings with C-level corporate executives of both private and public companies.• Successfully developed relationships with accounts that had not transacted with Needham prior.
  • Susquehanna International Group
    Senior Institutional Equity Sales Representative
    Susquehanna International Group Jan 2008 - Jun 2011
    Bala Cynwyd, Pennsylvania, Us
    • Established and maintained relationships with analysts and portfolio managers at mutual and hedge funds with assets under management ranging from $10 million to $12 billion across multiple investments strategies including long/short equity, global macro, long-only and special situations.• Integrated the research of SIG’s fundamental analysts and derivative strategists with my own technical analysis to craft actionable trading and investment ideas for my buy-side clients resulting in a 60% increase in equity commissions and 30% increase in total commissions in 2010.• Marketed SIG investor events in the United States and abroad featuring C-level executives of covered companies as well as SIG’s analysts and strategists.
  • Susquehanna International Group
    Specialist/Market-Maker
    Susquehanna International Group Feb 2002 - Dec 2007
    Bala Cynwyd, Pennsylvania, Us
    • Generated trading profits that were consistently in the top 10% of all traders in the unit.• Managed a team of four employees responsible for the trading of the unit's equity, fixed income, commodity, and covered-call closed-end funds.• Responsible for the training of the trading assistants with whom I worked.• Successfully increased the amount of closed-end products assigned to SIG by 20%.
  • Fleet-Meehan Specialists, Llc
    Trading Associate
    Fleet-Meehan Specialists, Llc Jan 2000 - Jan 2002
    Worked closely with senior specialists to assist in the trading of NYSE listed equities.

Daniel Russo, Cmt Skills

Equities Valuation Bloomberg Series 7 Options Technical Analysis Series 63 Equity Valuation Financial Modeling Investments Economics Fixed Income Hedge Funds Trading Capital Markets New Business Development Research Microsoft Office Derivatives Client Services Asset Management Client Service Industry Analysis Factset Business Development Competitive Analysis Corporate Finance Equity Trading Customer Service Commodity Investment Strategies Mutual Funds Customer Relations

Daniel Russo, Cmt Education Details

  • Fordham Gabelli School Of Business
    Fordham Gabelli School Of Business
    International Finance
  • Long Island University
    Long Island University
    Finance

Frequently Asked Questions about Daniel Russo, Cmt

What company does Daniel Russo, Cmt work for?

Daniel Russo, Cmt works for Potomac

What is Daniel Russo, Cmt's role at the current company?

Daniel Russo, Cmt's current role is Portfolio Manager.

What is Daniel Russo, Cmt's email address?

Daniel Russo, Cmt's email address is da****@****ail.com

What is Daniel Russo, Cmt's direct phone number?

Daniel Russo, Cmt's direct phone number is +151684*****

What schools did Daniel Russo, Cmt attend?

Daniel Russo, Cmt attended Fordham Gabelli School Of Business, Long Island University.

What are some of Daniel Russo, Cmt's interests?

Daniel Russo, Cmt has interest in Public And Private Company Investments, Running.

What skills is Daniel Russo, Cmt known for?

Daniel Russo, Cmt has skills like Equities, Valuation, Bloomberg, Series 7, Options, Technical Analysis, Series 63, Equity Valuation, Financial Modeling, Investments, Economics, Fixed Income.

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