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Daniel Small's email & phone

Senior Vice President Citi Global Wealth Investments at Citi
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Location

Springfield, New Jersey, United States

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

Frequently Asked Questions

What is Daniel Small's minimum period of employment in the companies?

Daniel Small's minimum period of employment in various companies is 3 months.

What is Daniel Small's average duration of employment for different companies?

On average, Daniel Small works for one company for 3 years 11 months

What industries has Daniel Small worked in?

Daniel Small works in the Financial Services.

What positions has Daniel Small held before?

Previously, Daniel Small worked as a Municpal Strategy & Development, and Vice President - Senior Taxable Municipal Trader, and Vice President--Senior Municipal Bond Trader, and Director--Private Wealth Fixed Income Strategy, Sales & Execution, and Director/Manager Auction Rates Securities Desk.

How do I contact Daniel Small?

Daniel Small's email address is d*****l@citigroup.com, phone number is +1-***-***-8707. Sign up to get contact details.

Who is the CEO of the Citi?

The CEO of the Citi is Jane Fraser

Daniel Small Namesakes

Name
Company
Position
D
Labourer / Operator

Other employees at Citi

Name
Company
Position
K
Vice President AML Compliance Officer-New Product Approvals & New Physical Locations
L
Vice President - Cyber Security

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