Joseph Daniele Email and Phone Number
Accomplished summa cum laude graduate of Marist College beginning his career as a Rotational Analyst at Monarch Investment & Management Group, the 9th largest private multifamily owner in the United States. A few fun facts about myself:- I love the change of seasons; I truly try to appreciate nature everywhere I go.- I'm an avid cyclist with several years experience working in bike shops, fixing, building, and selling bikes. I take pride in my professional excellence, but also in my ability to work with my hands in mechanical settings. - I'm a big fan of alternative rock and classic rock n' roll music.- I'm happy to offer any advice/mentoring to current Marist students, feel free to reach out!
Monarch Investment And Management Group
View- Website:
- mimginvestment.com
- Employees:
- 1010
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Multifamily Analyst - Asset ManagementMonarch Investment And Management GroupDenver, Co, Us
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Rotational AnalystMonarch Investment And Management Group Nov 2024 - PresentFranktown, Colorado, United States
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President Of The Greystone Equity FundMarist College School Of Management Feb 2024 - May 2024Poughkeepsie, New York, United States• Coordinated the production of the 2023-2024 Annual Report. • Managed a team of 18 analysts to facilitate comprehensive and accurate content. • Oversaw the fulfillment of responsibilities across portfolio managers, economists, and analysts. • Ensured a detailed overview of the fund's performance, strategy, and future outlook. -
Equity Research Analyst - Real Estate & Materials Sectors @ The Greystone Equity FundMarist College School Of Management Jan 2024 - May 2024Poughkeepsie, New York, United States• Selected as President of a student-managed investment fund with a portfolio holding of approximately $340,000 AUM.• Utilized Bloomberg Terminals to conduct equity screening, financial analysis, and market research to identify potential investments, delivering weekly presentations on research results, ultimately culminated in strategic recommendations.• Developed equity valuation models including EPS, DCF, DDM, RIM, and NOI models to produce price targets.
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Chief Financial Officer Of Student Government AssociationMarist College Aug 2023 - May 2024Poughkeepsie, New York, United States• Efficiently managed the tracking, forecasting, and approval of spend of a $35,000 annual budget. • Provided financial guidance to various Marist clubs, optimizing their fiscal management.• Led the structuring of budget proposals for clubs in the process of being chartered.• Led a deputy and financial board in weekly meetings towards achieving short- and long-term budget objectives. -
Fp&A Summer AnalystRegeneron Jun 2023 - Aug 2023Sleepy Hollow, New York, United States• Assisted with forecast and budget management of a ~$7 million phase 1 clinical trial. • Developed an expense tracker for a $118M sub-organization enhancing actuals tracking and automating future forecasts utilizing contract data and a prepaid amortization schedule. • Reviewed spending trends with cost center owners to accumulate updated data for full year spend projections.• Analyzed forecast variances of six cost centers to develop an updated full year forecast.• Managed internal headcount reporting of an 1800+ employee organization to facilitate the compliance of a $500M people expense budget. -
Finance Department InternCity Of Poughkeepsie Jan 2023 - Apr 2023Poughkeepsie, New York, United States• Assisted in completing payment and control expenses by creating accounts payable entries in the ERP system. Along with organizing, and filing paper copies of accounts payable entries.• Assisted with audits by retrieving vendor information and transactions from the ERP system. • Verified vendors’ accounts by reconciling related transactions and other finance-related tasks. -
Sales Associate/Bicycle MechanicWestwood Cycles May 2019 - Jan 2021Westwood, New Jersey, United States• Performed routine maintenance and tune-ups, and repaired up to 40+ damaged or old bicycles a week. • Performed quality control inspections and ensured all repairs & operations were handled promptly to ensure maximum efficiency and safety. • Assisted with sales using product knowledge to guide customers towards purchasing the proper bike for their riding style/desires. • Managed inventory of deliveries, including bicycles, parts, and accessories.
Joseph Daniele Education Details
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3.9 Gpa - Summa Cum Laude Latin Honors
Frequently Asked Questions about Joseph Daniele
What company does Joseph Daniele work for?
Joseph Daniele works for Monarch Investment And Management Group
What is Joseph Daniele's role at the current company?
Joseph Daniele's current role is Multifamily Analyst - Asset Management.
What schools did Joseph Daniele attend?
Joseph Daniele attended Marist College School Of Management.
Who are Joseph Daniele's colleagues?
Joseph Daniele's colleagues are Jennifer Rutter, Connie Dahlen, Zach Hood, Karol Sprague, Cory Nolan, Brenda Alexander, Cassidy Ramsey.
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Joseph Daniele
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Joseph Daniele
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Joseph R. Daniele
Principal Scientist & Functional Group Leader (Applied Innovation And Automation) At Md Anderson Cancer CenterHouston, Tx2mcb.harvard.edu, berkeley.edu1 (415) 2XXXXXXX
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4nyc.gov, acorntech.com, schools.nyc.gov, nyu.edu1 1310394XXXX
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