Daniel Roos Email & Phone Number

Gothenburg, Se

British Columbia, Canada

London, England, United Kingdom

As an Enterprise Relationship Manager, I was entrusted with managing a portfolio of three key clients in London, focusing on building strong, long-lasting relationships with top-tier asset managers. Within a short time, I drove significant revenue growth and exceeded targets, demonstrating my ability to deliver results that aligned with both client needs and business objectives.I played a pivotal role in enhancing client satisfaction and unlocking new revenue streams, contributing to sustained growth and stability for the portfolio. My proactive approach and deep understanding of the asset management sector allowed me to deliver solutions that consistently exceeded client expectations.

London, United Kingdom

In my role as an Enterprise Account Manager, I managed a diverse portfolio of over 1,800 end users of Bloomberg's SaaS offering among London’s Tier 1 asset managers. I specialised in providing tailored solutions, including Research Management Systems and portfolio performance and risk tools, which helped clients navigate complex financial landscapes and enhance their operational efficiency.I played a key role in driving the adoption of these advanced tools across multiple departments, ensuring that clients could leverage the full potential of our offerings. My efforts included leading the successful implementation of a custom Python application for a major UK asset manager, which significantly streamlined their operations.Throughout my tenure, I focused on building strong, long-term client relationships and delivering value through innovative solutions, contributing to the overall success and growth of the portfolio.

London, England, United Kingdom

As the Team Leader for Portfolio Performance & Risk Analytics, I led a specialised team responsible for delivering advanced portfolio analytics solutions to asset managers. My leadership ensured that the team consistently provided high-quality support and strategic insights, enabling clients to optimise their portfolio performance and manage risk effectively.I collaborated closely with cross-functional teams, including engineering, sales, and product management, to enhance product offerings and drive customer satisfaction. One of my key achievements was supporting the implementation of a bespoke solution that utilised Generative AI to streamline client support processes, significantly improving response times and overall efficiency.My role also involved mentoring team members, fostering a culture of continuous improvement, and ensuring that we stayed ahead of industry trends to meet the evolving needs of our clients.

Sweden

• Founded the first cloud-based tax reporting service for cryptocurrency traders in Sweden.• Generated 1000%+ run rate revenue growth between 2018 and 2019, mainly attributed to generating a high-quality partner network.• Acquired ~10% of the Swedish market within 18 months of operations through growth initiatives including SEO, Adwords, Facebook/Instagram, corporate/private partnerships and community participation.

London, United Kingdom

As a Customer Success Manager, I provided specialised support and expertise across a broad spectrum of financial products, including equities, research, portfolio performance, risk analytics, and API integrations. My diverse customer-facing experience allowed me to work closely with asset managers, asset owners, and banks, helping them to maximise the value of our solutions and achieve their strategic objectives.I was instrumental in driving client engagement by delivering tailored insights and technical solutions that addressed specific challenges. My role also involved conducting in-depth product training and seminars for clients, as well as teaching specialist courses internally to enhance our team's expertise and ensure consistency in service delivery.Additionally, I facilitated the integration of our analytics tools with client systems, ensuring seamless adoption and a strong return on investment. My efforts consistently contributed to high levels of customer satisfaction and long-term client retention.

Financial modelling and supporting market research for raising drug and vaccine development equity capital.

Brisbane, Australia

Developed a vector autoregressive (VAR) model in order to investigate to what extent of the dependence on commodity prices of the Australian Dollar.

Griffith University Gold Coast Campus

Created and developed a framework for networking, education and professional training for students interested in Economics and Finance at Griffith University. Recruited over 200 members over the course of the first year EFSA was in operation. Hosted a variety of student activities through EFSA in areas such as economic policy seminars, networking sessions, panel discussion events and established the inaugural investment club at Griffith University.

Gold Coast

In this role, I had the opportunity to facilitate learning sessions for first year students in courses that I had previously completed and done well in. Working as a teaching assistant was one of my biggest highlights during my time at university as I had the honour to assist new students in subjects they were struggling in or wanted to achieve exceptional results for. It also provided me with two years of self development and enhancement of my problem solving skills as I was continuously exposed to situations that brought me out of my comfort zone and required me to develop, both professionally and personally.

Gold Coast

As a Uni-Skills Leader in my third year of university, I designed, planned, executed and evaluated study sessions aimed at improving necessary skills required to complete a Bachelor of Commerce degree at Griffith University. These included abilities like quantitative skills for mathematically based courses, time management and referencing.

Gold Coast

During a period of three months, I was assigned a research assistant role on a project evaluating the welfare benefits of peace led by Dr Christopher Fleming. In this role, I was assigned tasks such as data collection and literature review to base the research around. This project had five team members, and required effective communication as well as task allocation. Working in this type of environment prepared me for other projects and positions I have been exposed to after the completion of the summer research fellowship.

Kungsbacka, Halland County, Sweden

Kungsbacka, Halland County, Sweden

•Dedicated five years to instructing and coaching over 200 children in the art of Judo, fostering discipline, teamwork, and physical fitness.•Successfully guided students through training sessions and competitive events, resulting in improved skills, confidence, and numerous tournament medals.•Prioritized a child-centric teaching style, making learning Judo an enjoyable and engaging experience for young learners.•Broke down complex techniques into easily digestible steps, ensuring that students could grasp and apply fundamental concepts effectively.

Applied Artificial Intelligence

Bachelor'S Degree, Economics & Finance, 6.86/7.00

Activities and Societies: Griffith Honours College | Co-Founder of Griffith Economics and Finance Student Association | Griffith Business.

International Baccalaureate, Swedish Grade: 21.77 Ib Points: 39/45