Daniel Whiting: Email & Phone Number

Work Experience 37 years

Business Head Portland, Senior Director, Regulated Mutual Fund Services at Apex Group Ltd (Americas)

Oct 2024 - Current

Banker / Director - Public Sector - Development Financial Institutions - Corporate Banking at Citi

Jan 2012 - Jul 2024

Banker / Director - Public Sector - State and Local - Corporate Banking at Citi

Jul 2008 - Dec 2011

Department Manager / Director - Client Services - Global Transaction Services at Citi

Jan 2007 - Jul 2008

Client Manager / Vice President - Client Coverage - Global Transaction Services at Citi

Aug 2005 - Dec 2007

Department Manager / AVP - Dealer and Retirement Services at J&W Seligman

May 2002 - Aug 2005

Department Manager / Senior Relationship Manager (formerly Forum Financial Group) at Citi

Feb 1999 - May 2002

Community Health Volunteer at Peace Corps

Jul 1996 - Oct 1999

Manager - Financial Markets Servcies at Putnam Investments

Jul 1995 - Jul 1996

Manager - Shareholder Services at Putnam Investments

Jan 1994 - Jun 1995

Team Leader - Dedicated Services at Putnam Investments

Jun 1989 - Dec 1993

Daniel is proficient in French. Their professional focus is Client Management, Employee Management, and Operations Management across 3 core areas.

Daniel holds Investment Banking License - Series 79, Uniform Securities Agent State Law (Series 63), and Emergency Medical Technician certifications.