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Daniel Wong, Cfa Email & Phone Number

Location: Washington, District of Columbia, United States 6 work roles 2 schools

1 work email found @occ.gov 1 phone found area 202 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 71%

Location

Washington, District of Columbia, United States

Who is Daniel Wong, Cfa? Overview

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Quick answer

AeroLeads shows a work email signal at occ.gov, phone signal with area code 202, and a matched LinkedIn profile for Daniel Wong, Cfa.

Daniel Wong, Cfa previously worked as Structured Finance Specialist, Office of the Inspector General at Export-Import Bank Of The United States and Business Manager (Strategy and Analysis) at Capital One. Daniel Wong, Cfa holds Mba, Finance, Entrepreneurship from Nyu Stern School Of Business.

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Profile bio

About Daniel Wong, Cfa

Daniel Wong, Cfa possesses expertise in management consulting, valuation, financial modeling, structured finance, it strategy and 16 more skills. He is proficient in Mandarin.

Listed skills include Management Consulting, Valuation, Financial Modeling, Structured Finance, and 17 others.

6 roles · 25 years

Daniel Wong, Cfa work experience

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

Structured Finance Specialist, Office Of The Inspector General

Export-Import Bank Of The United States

Washington D.C. Metro Area

• Led project, structured, & corporate (~ $38B) and transportation portfolio (~$40B) evaluations• Evaluated transactions ($20M to $2B) in credit (cash flow and scenario analysis), KYC due diligence, structuring, monitoring, and other risk issues, including onsite inspections with external participantso Sector: energy (renewable, oil & gas), air transportation, telecom, utilities, social infrastructureo Region: Asia; Middle East, Europe, and North Africa (MENA); Sub-Saharan Africa• Analyzed the Bank’s stress testing, risk transfer, & enterprise risk management procedures• Collaborated with industry associations (IACPM) and other ECA / IFIs on portfolio benchmark studies in risk management• Sample projects & outcomes: Various evaluations. Results include improvements in FX projections, identification of sector based metrics, alignment between conditions of board approval and contract structuring, and issue resolution between Construction Company and sovereign government

2013 - 2018 ~5 yrs

Business Manager (Strategy And Analysis)

Capital One

Mclean, Virginia

Managed mitigation strategies for delinquent credit cards to improve customer experience, improve regulatory compliance, increase profitability, and minimize recidivism (repeat delinquency)• Led business analytics teams on project execution, cash flow analysis, business analytics, statistical design and strategic planning under tight regulatory timelines• Presented Quarterly loss mitigation performance to senior leadership • Sample projects & outcomes: Optimization of customer contact strategy. Results include lowered complaint metrics by 70% and estimated legal cost by $1-5M per year while maintaining revenue

2010 - 2012 ~2 yrs

Prime Brokerage Associate

Merrill Lynch

Hong Kong

Managed onboarding process to ensure hedge funds clients are supported by Merrill Lynch platform

2009 - 2010 ~1 yr

Summer Associate

Merrill Lynch

Hong Kong

Created pricing tools for Delta One & Securities Lending; Researched trade ideas for structured equity

May 2008 - Aug 2008

Senior Consultant

Booz Allen Hamilton

Mclean, Virginia

IT consultant in the benefits entitlement sector focused on business analysis and process redesign

2005 - 2007 ~2 yrs

Consultant

Cgi Federal

Fairfax, Virginia

Business analyst and programmer for various Department of Health and Human Services initiatives

2002 - 2005 ~3 yrs

2 education records

Daniel Wong, Cfa education

Mba, Finance, Entrepreneurship

Nyu Stern School Of Business

Bachelor’S Degree, Management Information Systems, General

Carnegie Mellon University

FAQ

Frequently asked questions about Daniel Wong, Cfa

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

What is Daniel Wong, Cfa's email address?

AeroLeads has found 1 work email signal at @occ.gov for Daniel Wong, Cfa.

What is Daniel Wong, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 202 for Daniel Wong, Cfa.

Where is Daniel Wong, Cfa based?

Daniel Wong, Cfa is based in Washington, District of Columbia, United States.

What companies has Daniel Wong, Cfa worked for?

Daniel Wong, Cfa has worked for Export-Import Bank Of The United States, Capital One, Merrill Lynch, Booz Allen Hamilton, and Cgi Federal.

How can I contact Daniel Wong, Cfa?

You can use AeroLeads to view verified contact signals for Daniel Wong, Cfa, including work email, phone, and LinkedIn data when available.

What schools did Daniel Wong, Cfa attend?

Daniel Wong, Cfa holds Mba, Finance, Entrepreneurship from Nyu Stern School Of Business.

What skills is Daniel Wong, Cfa known for?

Daniel Wong, Cfa is listed with skills including Management Consulting, Valuation, Financial Modeling, Structured Finance, It Strategy, Strategic Planning, Credit Analysis, and Credit Cards.

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