Daniel H. Email & Phone Number

New York, New York

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New York

Provide guidance, clarity, and strategy on IKL sales model, potential advertising & marketing avenues, and setting up sales & performance strategies & KPI

New York, NY

Developed, implemented, and executed baseline investment approach (top-down global Macro-strategy – m/l term)utilizing fundamental and technical analyses in identifying potential high reward/low risk investment opportunities- Outperformed market benchmarks with portfolio return yielding +36%y/y with a maximal drawdown of -3.8%y/y over a two year period

140 Broadway New York, NY 46th Fl 10005

Proposed, developed, and implemented detailed solutions for new sales and relationship management processes, i.e., initial formations and cross-functional integrations for various stages within the client life-cycle process from on-boarding to retention, customized tier-based client communique, sales team training & compensation, and departmental.

New York, New York

Supervised FX research division and directed company prop trading account (initial AUM: $1m USD, G10 & EM currencies) - outperformed all market benchmarks with portfolio returns of +43.26%y/y with a maximum drawdown of just -3.04%y/y

Wall St. New York, NY

Researched and authored weekly, monthly, and quarterly currency and commodity market updates, reports, and forecasts – i.e., Reuters Monthly Crude Oil Forecasts, FX Week Currency Market Forecasts - Traded FX, FX derivatives, and CFDs for the company’s prop accounts - Fulfilled requests for live interviews (television, radio, print), trade expo.

44 Wall St., New York, NY 10005

Managed a team of twelve associates with the primary objective of improving client retention ratios and decreasing turnover for high value clients (HVCs) - Developed innovative strategies to increase efficiency to daily operational workflow (CRM/database management, HVC identification, assessment, & prioritization) and marketing operations (tier-based.

44 Wall st. New York, New York

Selected by the executive team as one of two associates to be the founding members of a new sales department and marketing initiative with the primary objectives of increasing retention ratios via effectively building, developing, and maintaining relationships with a targeted portion of the existing client base - Developed, proposed and implemented KPI.

Wall St., New York, NY

Consistently outperformed all sales quotas and KPI – registered in the top three for conversion and individual sales (total # of accounts, total $ value) for the entire Sales department on all time frames

Executive Mba

Bachelor Of Business Administration - Bba, Finance And Investments, 3.9

Major: Finance & Investments Minor: English Literature

Stuyvesant Hs Specialized Math And Science Diploma, Mathematics And Statistics, Gpa: 3.8 Sat:1520

Activities and Societies: Math Team