Daniel Small

Daniel Small: Email & Phone Number

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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.

Their professional focus is Business Development, Business Process Improvement, and Client Relations across 3 core areas.

Education

Bachelor of Science at Rutgers University - Newark

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

Skills

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

Daniel Small Namesakes

Name
Company
Position
Daniel Small
Labourer / Operator
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daniel Small
Data Analyst
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Daniel Small
Mt. Zion Tabernacle C.M.O.P. Inc.
Director
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