Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Personal Information
Licenses Certificates
Timeline
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Daniel Espin

Somerset

Summary

Dynamic finance professional with extensive experience at Morgan Stanley, specializing in data analytics and project management.

Overview

14
14
years of professional experience

Work History

Vice President

Morgan Stanley
New York
03.2015 - Current
  • Company Overview: Morgan Stanley – NYC, New York
  • Designed and Implemented database for over 300+ Institutional clients, building tools to manage across $60 billion of assets under management.
  • Led team of 5 coordinating new client onboarding for over $35 billion for Morgan Stanley’s Outsourced Chief Investment Offering
  • Automated data flows to expedite and facilitate over 10+ Daily and Non-Recurring Reports for Senior Management
  • Performed ad hoc queries, data extracts and various data analysis using SQL to improve latency and UX experience
  • Coordinated and Created test scripts across 200+ projects reporting UAT testing to Senior Management
  • Morgan Stanley – NYC, New York

Financial Advisor

AXA Advisors LLC
Woodbridge
02.2014 - 03.2015
  • Company Overview: AXA Advisors LLC – Woodbridge, NJ
  • Assisted Senior FAs analyzing portfolio strategies automating customized reporting for 20+ private clients totaling $50 billion
  • Created comprehensive financial plans for multiple clients
  • AXA Advisors LLC – Woodbridge, NJ

Capital Markets Analyst

ING Financial Markets LLC
New York
04.2011 - 02.2014
  • Company Overview: ING Financial Markets LLC – NYC, New York
  • Responsible for Customer due diligence reporting as per FINRA/SEC/Dodd Frank Regulation to onboard 100+ clients
  • Performed Bring-Down Due Diligence Calls for New Bond Issuances
  • Created Private Placements Memorandums
  • Programmed ‘Know Your Customer’ Requirements and Interest Rates / Commodity Derivatives confirmations
  • Developed Road-Show schedules and assisted writing acceptance letters for High Yield Issuances
  • ING Financial Markets LLC – NYC, New York

Education

Bachelors - FINANCE

Rutgers University
New Brunswick, New Jersey
06.2013

Skills

  • Data analytics
  • Dataiku
  • Tableau
  • Visual Basic for Applications
  • Selenium Webdriver
  • Python
  • Microsoft Suite
  • Project Management
  • Time Management
  • Attention to Detail

Hobbies and Interests

  • Machine Learning
  • Greenbay Packers
  • New York Mets
  • Guitar
  • Travel

Personal Information

Title: Vice President

Licenses Certificates

  • Series 66
  • Series 7
  • SIE
  • Rutgers Fintech Bootcamp Cert

Timeline

Vice President

Morgan Stanley
03.2015 - Current

Financial Advisor

AXA Advisors LLC
02.2014 - 03.2015

Capital Markets Analyst

ING Financial Markets LLC
04.2011 - 02.2014

Bachelors - FINANCE

Rutgers University

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