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David Worniak, Cfa Email & Phone Number

Analyst at First Trust at First Trust
Location: Greater Chicago Area, United States, United States 11 work roles 4 schools
1 work email found @ftportfolios.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
First Trust
Role
Analyst at First Trust
Location
Greater Chicago Area, United States, United States
Company size
727 employees

Who is David Worniak, Cfa? Overview

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Quick answer

David Worniak, Cfa is listed as Analyst at First Trust at First Trust, a company with 727 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at ftportfolios.com and a matched LinkedIn profile for David Worniak, Cfa.

David Worniak, Cfa previously worked as Fixed Income Research Analyst at First Trust and Senior Credit Analyst, Vice President at Northern Trust Asset Management. David Worniak, Cfa holds Mba, Finance, Change & Leadership Management from Depaul University - Charles H. Kellstadt Graduate School Of Business.

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Email format at First Trust

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*@ftportfolios.com
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Profile bio

About David Worniak, Cfa

I began my career in fixed income research in 2012 following six years in a variety of commercial banking roles. I earned the CFA designation in 2016 and an MBA from DePaul University in 2011. As a fixed income research analyst at Northern Trust Asset Management, I am responsible for the initiation and monitoring of fixed income corporate debt in the automotive, aerospace & defense, diversified manufacturing and transportation industries.In prior roles I covered paper and packaging, building suppliers, home builders, services and beverages and industrial sectors for public debt, private placement debt and leveraged loans to support a CLO group as well as for the general account at an institutional asset manager. I have also worked with credit default swaps, Canadian and US asset backed securities and pre-refunded municipal bonds while at BMO. Prior to my capital markets experience, I completed the business banking program at Harris Bank, progressing as an underwriter to relationship manager in commercial business and real estate lending. I also gained experience in work out at an analyst in the special accounts division.

Listed skills include Portfolio Management, Financial Analysis, Financial Modeling, Credit Analysis, and 25 others.

Current workplace

David Worniak, Cfa's current company

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First Trust
First Trust
Analyst at First Trust
wheaton, illinois, united states
Website
ftportfolios.com
Employees
727
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11 roles

David Worniak, Cfa work experience

A career timeline built from the work history available for this profile.

Fixed Income Research Analyst

Current
First Trust
Mar 2020 - Present

Sr. Investment Research Analyst

40|86 Advisors

Carmel, Indiana

  • Managed a $1.1bn portfolio of private placement bonds, IG/HY public bonds and bank loans in the business services, paper/packaging, builder/supplier, beverage and general industrial sectors
  • Conducted in-depth fundamental credit analysis of investment opportunities, including road shows, management meetings, evaluating financial statements and rating agency reports and conducting independent research
  • Presented recommended investments to loan committee
  • Built and maintained… Show more
  • Built and maintained financial models Show less
Jul 2014 - Apr 2016

Private Placement Analyst

40|86 Advisors

Carmel, Indiana

  • Manage a $900mm of a $2.1bn private placement portfolio
  • Conduct in-depth fundamental credit analysis of investment opportunities, including attending road shows, management meetings evaluating financial statements and rating agency reports and conducting independent research
  • Build and maintain detailed financial models for use in the investment decision and monitoring process
  • Present recommended investments to loan committee.
  • Monitor existing positions through earnings… Show more
  • Monitor existing positions through earnings calls, management discussions and other industry contacts Show less
Aug 2013 - Jul 2014

Associate - Corporate Banking

Bmo Capital Markets

Chicago, IL

  • Research and analyze financial and operating information relating to companies through 10-K, 10-Q and other regulatory filings and industry information as part of a credit default swap portfolio
  • Assist in the management of a $1.5bn pre-refunded municipal bond portfolio, analyzing cash flows and escrow structures
  • Monitor and analyze a trading book of US ABS, ranging in size from $5MM - $25MM daily, as well as ensure regulatory compliance as necessary
  • Monitor and analyze a buy… Show more
  • Monitor and analyze a buy and hold portfolio of Canadian ABS
  • Perform complex financial modeling to assess the financial soundness of various securities
Jul 2013 - Aug 2013

Analyst - Trading Portfolios

Bmo Capital Markets

Chicago, IL

  • Research and analyze financial and operating information relating to companies through 10-K, 10-Q and other regulatory filings and industry information as part of a credit default swap portfolio
  • Assist in the management of a $1.5bn pre-refunded municipal bond portfolio, analyzing cash flows and escrow structures
  • Monitor and analyze a trading book of US ABS, ranging in size from $5MM - $25MM daily, as well as ensure regulatory compliance as necessary
  • Monitor and analyze a buy… Show more
  • Monitor and analyze a buy and hold portfolio of Canadian ABS
  • Perform complex financial modeling to assess the financial soundness of various securities
Jan 2012 - Jul 2013

Senior Special Accounts Analyst

Harris Bank

- Provide financial analysis and risk assessment of new and current workout accounts- Support 18 Relationship Managers with a portfolio totaling over $870MM in troubled commercial real estate and business loans in client management to determine forbearance structure and collection strategy- Mitigate risk to the Bank by ensuring compliance with internal.

Aug 2010 - Jan 2012

Relationship Manager, Commercial Real Estate

Harris Bank

- Managed a $18MM commercial real estate portfolio, consisting of 38 borrowers with a total of 44 notes- Developed customer relationships to identify possible cross selling opportunities for the Bank- Collected and analyzed borrower financial information, ensured completion of annual reviews, monitored payments and other miscellaneous activities.

Mar 2009 - Aug 2010

Credit Analyst

Harris Bank

- Supported six small business relationship managers with a portfolio of $100MM and five real estate RMs with a combined portfolio of over $250MM- Analyzed real estate projects based on projected rental or sales rates using comparable information- Analyzed guarantor financial information to predict ability to repay a loan via personal cash flow- Analyzed.

Jul 2006 - Mar 2009

Tax Intern

Hsbc

I was an intern in the corporate tax department. My main responsibilities included creating database and reviewing submittals in support of the 2004 state tax income process as well as assisting in the preparation of proforma federal tax returns.

May 2005 - Aug 2005

Operations Intern

Alpha Baking

- Worked as Production Supervisor, coordinating all phases of production - Directed and monitored employees on production line - Ensured quality during production as well as final product- Created and analyzed efficiency reports for plant manager

May 2004 - Aug 2004
Team & coworkers

Colleagues at First Trust

Other employees you can reach at ftportfolios.com. View company contacts for 727 employees →

AH Andrew Housey Andrew Housey Colleague at First Trust Miami, Florida, United States, United States View → OS Owen Setran Owen Setran Colleague at First Trust Wheaton, Illinois, United States, United States View → MC Maurice Carson Maurice Carson Colleague at First Trust Belfast Metropolitan Area, United Kingdom View → SS Smensa Stover Smensa Stover Colleague at First Trust Petoskey, Michigan, United States, United States View → TC Thomas C. O'Brien Thomas C. O'Brien Colleague at First Trust Austin, Texas, United States, United States View → SL Scott Lichtfuss Scott Lichtfuss Colleague at First Trust Wheaton, Illinois, United States, United States View → RG Ryan Goulding Ryan Goulding Colleague at First Trust United States, United States View → ND Nancy Derfus Nancy Derfus Colleague at First Trust United States, United States View → RN Ross Neuman Ross Neuman Colleague at First Trust Minneapolis, Minnesota, United States, United States View → TK Trevor King Trevor King Colleague at First Trust Wheaton, Illinois, United States, United States View →
4 education records

David Worniak, Cfa education

Mba, Finance, Change & Leadership Management

Depaul University - Charles H. Kellstadt Graduate School Of Business

Activities and Societies: Golden Key Honor Society Graduated With Distinction

Management, Finance, Marketing

Purdue University

Activities and Societies: Purdue Student Union Board, Delta Sigma Pi Professional Fraternity Purdue Student Union Board - Director of.

Education record

Benet Academy
FAQ

Frequently asked questions about David Worniak, Cfa

Quick answers generated from the profile data available on this page.

What company does David Worniak, Cfa work for?

David Worniak, Cfa works for First Trust.

What is David Worniak, Cfa's role at First Trust?

David Worniak, Cfa is listed as Analyst at First Trust at First Trust.

What is David Worniak, Cfa's email address?

AeroLeads has found 1 work email signal at @ftportfolios.com for David Worniak, Cfa at First Trust.

Where is David Worniak, Cfa based?

David Worniak, Cfa is based in Greater Chicago Area, United States, United States while working with First Trust.

What companies has David Worniak, Cfa worked for?

David Worniak, Cfa has worked for First Trust, Northern Trust Asset Management, 40|86 Advisors, Bmo Capital Markets, and Harris Bank.

Who are David Worniak, Cfa's colleagues at First Trust?

David Worniak, Cfa's colleagues at First Trust include Andrew Housey, Owen Setran, Maurice Carson, Smensa Stover, and Thomas C. O'Brien.

How can I contact David Worniak, Cfa?

You can use AeroLeads to view verified contact signals for David Worniak, Cfa at First Trust, including work email, phone, and LinkedIn data when available.

What schools did David Worniak, Cfa attend?

David Worniak, Cfa holds Mba, Finance, Change & Leadership Management from Depaul University - Charles H. Kellstadt Graduate School Of Business.

What skills is David Worniak, Cfa known for?

David Worniak, Cfa is listed with skills including Portfolio Management, Financial Analysis, Financial Modeling, Credit Analysis, Finance, Capital Markets, Credit Risk, and Credit.

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