Daniel Montoya, CFA

Client Relationship Manager at Aperio
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency
Skills

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Series 66
    -
  • Series 7
    -

Experience

  • Aperio
    • South Africa
    • Manufacturing
    • 1 - 100 Employee
    • Client Relationship Manager
      • Jul 2022 - Present
  • BlackRock
    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Specialist
      • May 2014 - Jul 2022
  • FDIC
    • United States
    • Banking
    • Resolution & Receivership Specialist
      • Jul 2010 - May 2014

      Failed Bank Asset Management & Liquidation - Special Assets Failed Bank Asset Management & Liquidation - Special Assets

  • Tanzy & Borrego Bankruptcy Law
    • Case Preparer
      • Jun 2008 - Jul 2010

      prepared chapter 7, 12, 13 bankruptcy cases for lead attorneys prepared chapter 7, 12, 13 bankruptcy cases for lead attorneys

  • Financial Planning Consultants, Inc.
    • United States
    • Investment Management
    • Intern
      • May 2009 - Aug 2009

      An independent LPL RIA An independent LPL RIA

  • US Army
    • United States
    • Law Enforcement
    • 1 - 100 Employee
    • Networking Switching Systems Operator Maintainer
      • 2003 - 2007

      2nd Infantry Division, Camp Castle, Republic of Korea 31st Air Defense Artillery Brigade, Fort Bliss, Texas 2nd Infantry Division, Camp Castle, Republic of Korea 31st Air Defense Artillery Brigade, Fort Bliss, Texas

Education

  • Southern Methodist University
    Master of Business Administration (M.B.A.), Finance, Strategy & Entrepreneurship
    2012 - 2014
  • The Chinese University of Hong Kong (CUHK) Business School
    Study Abroad - Part of SMU's Cox MBA Program
    2013 - 2013
  • The University of Texas at El Paso
    Bachelor of Business Administration (BBA), Economics & Finance
    2007 - 2010
  • Del Norte High School

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