Vice President Senior Compliance Officer@ Citi
Jersey City, New Jersey, United States
Daniel Room
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Monmouth University
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FlashIntel GPTDaniel Room is an Assistant Vice President at Citi, with 13.4 years of work experience. He has a strong skill set in time management, Microsoft Office, equities, marketing, finance, sales, risk management, customer service, leadership, compliance, mutual funds, wealth management, and equity trading. He has worked at Citi in the United States as a Vice President and Senior Compliance Officer, focusing on legal and financial services. He also has experience at UBS, Morgan Stanley, and GE Financial. Daniel Room is based in Jersey City, New Jersey.
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About
Daniel Room. Assistant Vice President at Citi. Location: Jersey City, New Jersey; Industry: Financial Services ... AVP, Senior Compliance Officer. Citi. May 2015...
Work Experience
Vice President | Senior Compliance Officer
Vice President Senior Compliance Officer
Assistant Vice President | Senior Compliance Officer
Financial Services
Daniel Room's Professional Milestones
- Financial Representative Intern (2011-05-01~2011-08-01): Maintained financial records and provided invaluable information to clients, providing valuable insights for their financial transactions.
- Wealth Management Specialist (2012-01-01~2012-04-01): Implemented comprehensive financial management strategies to optimize profitability and drive sustainable growth.
Education
Marketing,
Finance And Marketing,
Finance,
Bachelors,
Bachelor Of Arts
2008-2012Skill
Time Management
Microsoft Office
Equities
Marketing
Finance
Sales
Risk Management
Customer Service
Leadership
Compliance
Mutual Funds
Wealth Management
Equity Trading
Certification
Colleagues
Other Named Daniel Room
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Daniel Room works for Citi
Daniel Room's role in Citi is Vice President Senior Compliance Officer
Daniel Room works in the industry of Financial Services
Daniel Room's colleagues are Amy Orciuolo,Luis Diego Cervantes,Sonu Bhai
Daniel Room's latest job experience is Vice President Senior Compliance Officer at Citi
Daniel Room's latest education in Monmouth University
