Daniel Small

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Senior Vice President Citi Global Wealth Investments at Citi|Springfield, New Jersey, United States

Position:

Senior Vice President Citi Global Wealth Investments at Citi

Location:

Springfield, New Jersey, United States

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Last updated: 2025-04-21
Updated: 2025-04-21

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Work Experience 27 years

Senior Vice President Citi Global Wealth Investments at Citi

Jan 2025 - Current

Municpal Strategy & Development at Hennion & Walsh

Sep 2024 - Dec 2024

Vice President - Senior Taxable Municipal Trader at RBC Wealth Management

Nov 2020 - Oct 2023

Vice President--Senior Municipal Bond Trader at RBC Wealth Management

Mar 2012 - Sep 2023

Director--Private Wealth Fixed Income Strategy, Sales & Execution at UBS

Feb 2009 - Mar 2012

Director/Manager Auction Rates Securities Desk at UBS Wealth Management

Feb 2008 - Mar 2009

Director--Municipal Portfolio Specialist at UBS Financial Services

Apr 2004 - Feb 2008

Associate Director - New England Regional Trader (Proprietary Trading) at UBS Financial Services

Jul 1999 - Apr 2004

Daniel Small started working in 1999, then the employee has changed 5 companies and 7 jobs. On average, Daniel Small works for one company for 3 years 7 months.

Education

Bachelor of Science at Rutgers University - Newark

Associate of Arts and Sciences - AAS at UCNJ Union College of Union County, NJ

Skills

FINRA Series 4, News Writing, Profit Optimization, Legal Issues, Customer Relationship Management (CRM), Investment Strategies, Market Commentary, Investment Products, Customer Experience, Collaborative Leadership, Team Leadership, Crisis Management, Technical Subject Matter, Municipal Bonds, Relationship Building, FINRA Series 7, Project Management, Curriculum Development, Business Process Improvement, FINRA Series 24, Fixed Income Portfolio Management, Research Skills, Portfolio Management, FINRA Series 53, Written Communication, Mentoring, Public Speaking, Trading, Leading Meetings, Coaching & Mentoring, Proprietary Trading, Problem Solving, Training, FINRA Series 63, Market Research, Marketing, Collaborative Problem Solving, Client Relations, Business Development, FINRA Series 66, Government Agencies, Strategy

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What is Daniel Small's email address?

SignalHire found a verified business email address for Daniel Small: d*****l@citigroup.com.

What is Daniel Small's phone number?

SignalHire found a verified phone number for Daniel Small: +1-***-***-8707.

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What is Daniel Small's professional background?

Daniel Small has 27 years of professional experience. They have held roles including Municpal Strategy & Development, Vice President - Senior Taxable Municipal Trader, and Vice President--Senior Municipal Bond Trader at companies such as Hennion & Walsh, RBC Wealth Management, and RBC Wealth Management. Their education includes Bachelor of Science from Rutgers University - Newark, and Associate of Arts and Sciences - AAS from UCNJ Union College of Union County, NJ.

Is Daniel Small's contact information up to date?

Yes. Daniel Small's SignalHire profile was last updated on 21 April 2025, reflecting their current position as Senior Vice President Citi Global Wealth Investments at Citi in New York, New York, United States.

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