Daniel L MenendezBrighton, MA

Southeast Regional Manager at Biagio Cru and Estate Wines, National Key Account Representative  at Biagio Cru and Estate Wines

Miami, Florida

Wine and Spirits

Biagio Cru and Estate Wines since Aug 2009
Southeast Regional Manager Biagio Cru and Estate Wines since Aug 2009
National Key Account Representative

Associate Director at UBS AG

New York, New York

Investment Banking

UBS AG since Mar 2012
Associate Director Citigroup - New York Aug 2010 - Feb 2012
Investment Banking Associate Morgan Stanley - New York Jul 2009 - Aug 2009
Summer Associate Citigroup Jun 2004 - May 2008
Investment and Corporate Banking

University of Pennsylvania - The Wharton School 2008 - 2010
MBA, Majors in Finance and Management Universidad del Pacífico (PE) 1997 - 2001
Bachelor of Science in Economics Markham College 1985 - 1996
International Baccalaureate

Investment Banking, Private Equity, Financial Modeling, Mergers, Credit Analysis, Banking, Econometrics, Financial Statement Analysis, Finance, Latin America, Strategy, Forecasting

Area Director at Citi, Branch Manager - VP at Citibank

Rockville, Maryland

Financial Services

Citi since May 2013
Area Director Citibank since Jul 2010
Branch Manager - VP Citi Jun 2009 - Jul 2010
Management Associate Target Nov 2008 - Jun 2009
Team Leader - Replenishment UBS Wealth Management Jan 2008 - Dec 2008
Investment Associate Intern

Mortgage Lending, Banking, Retail Banking, Sales, Consumer Lending, Relationship Management, Cross Selling, Coaching, Finance, Real Estate, Mortgage Banking, Business Planning, Customer Service, Credit, Loans, Small Business Lending, Strategic Planning, Branch Management, Series 7, Series 63, KYC, Series 6

Credit Officer at Sovereign Bank

Greater Boston Area

Banking

Sovereign Bank - Boston, MA since Oct 2012
Credit Officer First Niagara Commercial Finance - Greater Boston Area Mar 2011 - Oct 2012
Assistant Vice President, ABL Credit Analyst First Trade Union Bank - Greater Boston Area 2010 - 2011
Commercial Credit Analyst Enterprise Bank (Enterprise Bancorp) 2008 - 2010
Commercial Credit Analyst Punter Southall - Greater Boston Area 2007 - 2008
Marketing Intern Shaw's 2007 - 2007
Merchandising Intern FrancisCorps Aug 2005 - Apr 2006
Volunteer First American Title - Greater Boston Area Jun 2004 - Aug 2005
Intern

Clark University 2006 - 2008
MBA, Finance and Management Providence College 2001 - 2005
BA, Political Science Bishop Fenwick 1997 - 2001

Commercial Lending, Underwriting, Portfolio Management, Credit Analysis, Credit Risk, C&I Lending, Asset Based Lending, Insurance, Loans, Credit, Financial Analysis, Financial Risk, Finance, Banking, Mutual Funds, Commercial Banking, Financial Modeling, Lines Of Credit, Mergers & Acquisitions, Retail Banking, Small Business Lending, Analysis, Cash Management, Investments, Management

Spanish
English

United States

United States

Metro Management Oct 2014 to 2000
Doorman Foot Locker Sep 2014 to 2000
Loss Prevention Bareburger - New York, NY Jan 2012 to Mar 2014 US Open - Queens, NY Aug 2011 to Sep 2011
Security Guard

SUNY Old Westbury
B.A in Criminology Borough of Manhattan Community College - New York, NY
A.A in Liberal Arts

Just Energy - New York, NY 2010 to 2010
Salesman U.S. Open - Flushing, NY 2008 to 2009
Retail Consultant FedEx Office - New York, NY 2004 to 2007
Production Operator Hotel Catalunia 2001 to 2003