Daniel Zylberberg
Miami,FL
Overview
23
23
years of professional experience
Work History
Director, Capital Markets Sales Lead (Latam and Domestic)
Citibank Private Bank
06.2019 - Current
- Top producer and lead client-facing structured products and OTC derivatives solutions sales across asset classes
- Sales lead generator across asset classes, identifying structured notes & OTC investment opportunities in equity, interest rates, credit, commodities and foreign exchange
- Develop relationships with financial advisors for effective dissemination of trade ideas and products, gathering feedback and working closely with product teams in structured products, OTC and lending
- Key contributor to a team effort delivering $60 million sales revenue and $2.6 billion notional amount of structured notes, and $20mm revenue in OTC derivatives solutions in 2024
Director, Structured Rates and Credit for Global Wealth (Latam)
Citibank Private Bank
04.2014 - 06.2019
- Senior OTC derivatives sales-trader/product specialist covering Latin American clients and financial advisors
- Identified, structured and closed OTC investment and hedging transactions in rates, credit and cross currency derivatives
- Quintupled the OTC rates revenue in Latam from $2 to a $10 million over a 5-year span
Vice President, Wealth management FX Solutions (Latam)
Bank of America / Merrill Lynch Private Bank
05.2013 - 04.2014
- Lead FX, FX derivatives and dual currency investment product sales for the Latam/international wealth channel
- Generated an average $20 million in sales per annum
Vice President, Emerging Markets Local Currency and Structured Trading
Bank of America / Merrill Lynch Private Bank
02.2007 - 03.2013
- Actively traded FX spot and forward currency pairs: EUR, CHF, MXN, BRL, CLP, COP, ARS versus USD
- Supported the management of the credit hybrids portfolio
- Managed residual illiquid risks arising from cross-asset structures
- Portfolio risks monitoring and analysis: Greeks, credit spread and currency basis risks
Associate, Structured Credit Hybrid Derivatives and EM Risk Management
J.P. Morgan
New York, NY
12.2004 - 12.2006
- Responsible for identifying, measuring, and managing market and trading-related credit risk
- Price and execute vanilla and structured y credit hybrids trades
- Substantiate P&L results, explains, and positions (CDS, Int
- Rate Swaps, NDF, CLN, Bonds, FX, and FTD)
Operations
Calypso Capital Management
NY
06.2002 - 12.2004
- Company Overview: Hedge Fund
- International and domestic trader assistant for FX and equities
- Hedge Fund
Education
Bachelors in Business Administration - Banking and Finance
Frank G. Zarb School of Business at HOFSTRA UNIVERSITY
Hempstead, NY08.2001
International Business
UNIVERSIDAD ARGENTINA DE LA EMPRESA
ARGENTINA11.1999
Languages
- Fluent in Spanish
- Fluent in English
Timeline
Director, Capital Markets Sales Lead (Latam and Domestic)
Citibank Private Bank
06.2019 - Current
Director, Structured Rates and Credit for Global Wealth (Latam)
Citibank Private Bank
04.2014 - 06.2019
Vice President, Wealth management FX Solutions (Latam)
Bank of America / Merrill Lynch Private Bank
05.2013 - 04.2014
Vice President, Emerging Markets Local Currency and Structured Trading
Bank of America / Merrill Lynch Private Bank
02.2007 - 03.2013
Associate, Structured Credit Hybrid Derivatives and EM Risk Management
J.P. Morgan
12.2004 - 12.2006
Operations
Calypso Capital Management
06.2002 - 12.2004
Bachelors in Business Administration - Banking and Finance
Frank G. Zarb School of Business at HOFSTRA UNIVERSITY
International Business
UNIVERSIDAD ARGENTINA DE LA EMPRESA