Daniel Russo, Cmt work email
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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.
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Portfolio ManagerPotomacNew York, Ny, Us -
Portfolio ManagerPotomac Mar 2021 - PresentMiami, Fl, Us -
Adjunct LecturerBaruch College Mar 2019 - PresentNew York, Ny, Us -
Co-Chair, Ny ChapterCmt Association, Inc. 2012 - PresentNew York, New York, Us -
Chief Market StrategistChaikin Analytics Mar 2018 - Mar 2021Baltimore, 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. -
Principal, Institutional SalesNeedham & Company 2011 - 2018New 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. -
Senior Institutional Equity Sales RepresentativeSusquehanna International Group Jan 2008 - Jun 2011Bala 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. -
Specialist/Market-MakerSusquehanna International Group Feb 2002 - Dec 2007Bala 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%. -
Trading AssociateFleet-Meehan Specialists, Llc Jan 2000 - Jan 2002Worked closely with senior specialists to assist in the trading of NYSE listed equities.
Daniel Russo, Cmt Skills
Daniel Russo, Cmt Education Details
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Fordham Gabelli School Of BusinessInternational Finance -
Long Island UniversityFinance
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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