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Daniel Menendez, Caia Email & Phone Number
Director - WM Capital Markets Solutions
at
UBS
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Director - WM Capital Markets Solutions
Location
New York, United States
Company size
Who is Daniel Menendez, Caia? Overview
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Quick answer
Daniel Menendez, Caia is listed as Director - WM Capital Markets Solutions at UBS, a with 28 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Daniel Menendez, Caia.
Daniel Menendez, Caia previously worked as Associate Director - Equity & Fixed Income Syndicate at Ubs and Equity & Fixed Income Syndicate Business Analyst at Ubs. Daniel Menendez, Caia holds Bachelor Of Science (B.S.), Finance, Management & Leadership from Boston College.
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Email format at UBS
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UBS
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Profile bio
About Daniel Menendez, Caia
I am a graduate of the Wallace E. Carroll School of Management at Boston College. I received majors in Finance and Management & Leadership. CAIA charterholder. After completing the two year Graduate Talent Program (GTP) with UBS Wealth Management USA, I now work on our Wealth Management Capital Markets Solutions desk.
Current workplace
Daniel Menendez, Caia's current company
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Ubs
7 roles
Daniel Menendez, Caia work experience
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Director - Wm Capital Markets Solutions
CurrentUS Private Markets Secondary Trading- Liquidity solutions for private security holders within the UHNW client base of UBS PWMEquity & Fixed Income Syndicate- Public markets trading (IPO, follow-on, block, preferred) & distribution for UBS WM advisors / clients
Mar 2023 - Present
Associate Director - Equity & Fixed Income Syndicate
Feb 2021 - Mar 2023
Equity & Fixed Income Syndicate Business Analyst
Sep 2019 - Feb 2021
Graduate Talent Program Analyst
Two-year rotational program within UBS Wealth Management USA that began September 11th, 2017 with each position lasting four months:- Investment Platforms & Solutions - Advisory Solutions- Client Advisory Group - Chief Administrative Office, International- Investment Platforms & Solutions - Global Partnerships- Wealth Management USA - Katz Wealth Management- Investment Platforms & Solutions - Structured Products Sales Desk- Client Advisory Group - NY Metro Division
Aug 2017 - Sep 2019
Summer Graduate Talent Program Analyst
Paid summer internship as a rising senior. Worked within UBS Wealth Management Americas Banking group.
Jun 2016 - Aug 2016
Finance Intern
Paid summer internship as a rising junior. Analyzed company expenses to determine and improve expense approval process in order to aid in company-wide restructuring. Compiled client data to be sent to the FFIEC as required by federal regulations. Organized data and forecasts for various managers and directors. Contributed to the corporation's preparation for its IPO that occurred on October 15, 2015.
Jun 2015 - Aug 2015
2 education records
Daniel Menendez, Caia education
Bachelor Of Science (B.S.), Finance, Management & Leadership
Education record
Ramapo High School
FAQ
Frequently asked questions about Daniel Menendez, Caia
Quick answers generated from the profile data available on this page.
What company does Daniel Menendez, Caia work for?
Daniel Menendez, Caia works for UBS.
What is Daniel Menendez, Caia's role at UBS?
Daniel Menendez, Caia is listed as Director - WM Capital Markets Solutions at UBS.
Where is Daniel Menendez, Caia based?
Daniel Menendez, Caia is based in New York, United States while working with UBS.
What companies has Daniel Menendez, Caia worked for?
Daniel Menendez, Caia has worked for Ubs and First Data Corporation.
Who are Daniel Menendez, Caia's colleagues at UBS?
Daniel Menendez, Caia's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Daniel Menendez, Caia?
You can use AeroLeads to view verified contact signals for Daniel Menendez, Caia at UBS, including work email, phone, and LinkedIn data when available.
What schools did Daniel Menendez, Caia attend?
Daniel Menendez, Caia holds Bachelor Of Science (B.S.), Finance, Management & Leadership from Boston College.
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