Jared Reid Mcdaniel

Senior Investment Consultant

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Location:

11 Vernon Ave, Rockville Centre, NY 11570

Industry:

Investment Management

Work:

City National Rochdale
Senior Investment Consultant
Sentinel Investments Sep 2012 - Jul 2014
Vice President - Investment Strategy Group
Deutsche Bank Jul 2008 - Sep 2012
Vice President - Investment Strategist
Deutsche Bank Aug 2005 - Jul 2008
Assistant Vice-President, Finance  Equity Proprietary Trading
Tech Data Jun 2002 - Aug 2005
Senior Tax Accountant, Supervisor

Education:

University of South Florida 2003 - 2005
Master of Business Administration, Masters, Banking, International Finance, Finance University of Florida - Warrington College of Business 2000 - 2001
Masters, Accounting University of Florida - Warrington College of Business 1995 - 1999
Bachelors, Bachelor of Science, Accounting Shorecrest Preparatory School 1991 - 1995

Skills:

Fixed Income
Equities
Portfolio Management
Investments
Hedge Funds
Asset Management
Due Diligence
Investment Strategies
Finance
Bonds
Risk Management
Alternative Investments
Private Equity
Capital Markets
Options
Financial Risk
Financial Modeling
Asset Managment
Trading
Valuation
Financial Reporting
Bloomberg
Securities

Certifications:

Chartered Financial Analyst (Cfa)
Certified Public Accountant (Cpa)
Certified Financial Planner (Cfp)
Chartered Market Technician (Cmt)
Nasd Series 7 (General Securities Representative)
Nasd Series 63 (Uniform Securities Agent State Law)
Accredited Investment Fiduciary® (Aif®)
License 365353
License #Ac36954
License 184824
License 074379
License 25964
Cfa Institute, License 365353
State of Florida, License #Ac36954
Certified Financial Planner Board of Standards, Inc., License 184824
Market Technicians Association, Inc., License 074379
Fi360, License 25964

Jared Mcdaniel

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Jared Mcdaniel

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Jared Mcdaniel

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Jared Mcdaniel

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