Daniel Masters

Client Executive at Trayport
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Experience

    • United Kingdom
    • Software Development
    • 200 - 300 Employee
    • Client Executive
      • Apr 2022 - Present

    • Financial Services
    • 700 & Above Employee
    • Dollar Interest Rate Swaps
      • Jan 2019 - Apr 2022

    • Graduate Intern
      • Sep 2018 - Jan 2019

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Junior Broker
      • 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.

    • United Kingdom
    • Hospitality
    • 1 - 100 Employee
    • Driver
      • Nov 2016 - Apr 2017

  • Appsme.com
    • London, United Kingdom
    • Telesales & Account Manager
      • 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.

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Internship (2 Weeks)
      • 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.

  • A2Zest Catering
    • Eastnor Castle
    • Catering Assistant
      • 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.

    • United Kingdom
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Marketing Dept (Work Experience)
      • 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

Education

  • NFA
    Series 3 exam, Passed
    2019 - 2019
  • The Chartered Institute for Securities & Investment (The CISI)
    FCA Rules & Regulations, Passed
    2019 - 2019
  • University of Exeter
    Bachelor’s Degree, Business Economics (BSc)
    2013 - 2016
  • Hereford Cathedral School
    A Levels in Economics (A), PE (A), English Lang/Lit (B). AS Level Biology (B)
    2011 - 2013

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