Daniel Masters
Client Executive at Trayport- Claim this Profile
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Bio
Experience
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Trayport
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United Kingdom
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Software Development
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200 - 300 Employee
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Client Executive
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Apr 2022 - Present
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Tradition
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Financial Services
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700 & Above Employee
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Dollar Interest Rate Swaps
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Jan 2019 - Apr 2022
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Graduate Intern
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Sep 2018 - Jan 2019
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Accendo Markets
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United Kingdom
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Financial Services
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1 - 100 Employee
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Junior Broker
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Jun 2017 - Sep 2018
• Day to day client contact. Both with existing clients & prospecting for new ones. • Communicating with clearing broker regarding any issues during client on-boarding. • Negotiating commissions with new clients and maintaining client relationships. • Executing and recording client trades on Equities, Indices, FX and pitching new opportunities. • Calculating dealing costs, client exposure and preparing broker comments on client request. • Completed all training, such as AML and broker training and in process of becoming FCA approved. • Exceeding monthly targets on a regular basis. Working at best in a high pressured environment.
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Alpine Infusion Ltd
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United Kingdom
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Hospitality
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1 - 100 Employee
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Driver
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Nov 2016 - Apr 2017
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Appsme.com
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London, United Kingdom
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Telesales & Account Manager
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Aug 2016 - Nov 2016
Adopted a dual role. This involved managing time so that targets for both roles could be met. Account Manager Key responsibilities include: - Management of 100+ accounts across the UK, USA and Australia. - Assuming full responsibility of the account from the date of sale, maintaining communication and ensuring customer satisfaction. - Providing knowledge and advice on functionality of the apps to suit the business of clients. - Liaising with development team for bug issues, feature requests and customer feedback on functionality. Telesales Representative responsibilities include: - Calling potential customers in the U.K, Australia and the US. - Hitting weekly sales and daily revenue targets -After making a sale, liaising with the appropriate account manager so that the clients needs and expectations were known and could be factored into future decisions.
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Just Marketing, Inc.
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United States
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Advertising Services
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1 - 100 Employee
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Internship (2 Weeks)
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Jun 2016 - Jul 2016
Strategy & Consultancy Department -Using Excel and PowerPoint to create a report outlining the attractiveness of the sporting landscape for sponsors to invest in. This could then be used by the sales team to justify to clients a sponsorship investment in Motorsport. Partnership Development Department -Researching then creating detailed lists of potential target companies that could be used to find new business. -Meeting and networking with an array of different companies at an Exhibition. Maintaining a detailed account of information gained from companies we met.
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A2Zest Catering
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Eastnor Castle
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Catering Assistant
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Jun 2015 - Jul 2016
-Preparing before opening to the public -Ensuring standards of cleanliness were maintained throughout. As well as various other roles from waiting tables to preparing food. -Act as a confident and outgoing customer facing host; involving establishing a relationship with the customer so that problems could be resolved. These required quick thinking with attention to detail to ensure that our high customer standards were maintained. -Preparing before opening to the public -Ensuring standards of cleanliness were maintained throughout. As well as various other roles from waiting tables to preparing food. -Act as a confident and outgoing customer facing host; involving establishing a relationship with the customer so that problems could be resolved. These required quick thinking with attention to detail to ensure that our high customer standards were maintained.
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Breast Cancer Haven
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United Kingdom
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Non-profit Organization Management
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1 - 100 Employee
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Marketing Dept (Work Experience)
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Jun 2012 - Jun 2012
-Producing promotional posters and leaflets with a colleague for an upcoming fundraising event. -Telephoning law firms to persuade them to stock our 'Legacy Leaflet' in an attempt to increase donations from around the county. -Brainstorming ideas for new fundraising -Producing promotional posters and leaflets with a colleague for an upcoming fundraising event. -Telephoning law firms to persuade them to stock our 'Legacy Leaflet' in an attempt to increase donations from around the county. -Brainstorming ideas for new fundraising
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Education
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NFA
Series 3 exam, Passed -
The Chartered Institute for Securities & Investment (The CISI)
FCA Rules & Regulations, Passed -
University of Exeter
Bachelor’s Degree, Business Economics (BSc) -
Hereford Cathedral School
A Levels in Economics (A), PE (A), English Lang/Lit (B). AS Level Biology (B)