Daniel Liang Email & Phone Number

Los Angeles, California, United States

Boston, Massachusetts, United States

Mitigate operational risks through a diverse set of control tasks: (1) Trade confirmation (2) Analyze trade discrepancies; (3) Assist with Account set-ups and maintenance.Assurance of clients’ investment portfolios are accurately priced with various live market databasesGeneration and analysis of daily and monthly reporting for audit and business risk purposesLiaise between brokers, vendors, and clients to resolve discrepancies and riskProvide pricing expertise to downstream internal teams and boutique investment teams

Quincy, Massachusetts

Daily commitment to cross functional problem solving with respective client operations team and pricing vendorsAdminister and supervised cross training to ensure team’s comprehensive understanding of various clientsMonitored multiple live interactive databases for valuation of common stock, corporate bonds, and mutual fundsResponsible for developing and formulating daily team projects assignmentsDirect communication with all levels of management ensuring data shared with all parties is accurateDeliver exceptional performance under tight deadlines with team members by utilizing issue resolution strategies

Boston Chinatown

Skillfully anticipated the needs and wants of guests to ensure customer satisfactionAccurately recorded customer orders and partnered with team regarding special requests and food allergiesAppropriately suggest to customers addition items to help bolster restaurant sales Conserved the cleanliness of restaurant with routine assessments

Bachelor'S Degree, Business Administration And Management, General

Activities and Societies: Management Achievement Program

High School Diploma, General Studies

Activities and Societies: Wrestling"Boston Latin School seeks to ground its students in a contemporary classical education as preparation.