Daniel Wos

Chief Financial Officer at EKIPA HOLDING S.A.
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Contact Information
us****@****om
(386) 825-5501
Location
Krakow Metropolitan Area, PL
Languages
  • English Native or bilingual proficiency

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Experience

    • Investment Management
    • 1 - 100 Employee
    • Chief Financial Officer
      • Apr 2023 - Present

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Management Information Expert
      • May 2021 - Present

    • Management Information Senior Analyst
      • Jun 2018 - May 2021

      Provide accurate and timely financial information to Board of Management of HSBC Group and in accordance with relevant management information requirements including branch, product, cost analysis, customer level MI for lines of business (corporate, retail, global markets); Model data to prepare scenarios on assumptions provided; Undertake and complate financial plans (AOP) requirements; Developing strong working relationships with other finance teams and business area representatives;

    • Belgium
    • Financial Services
    • 700 & Above Employee
    • ER Corporate Actions Processing Specialist
      • Apr 2017 - Jun 2018

      Daily investigation of corporate actions events; cooperation with internal teams (Compliance, New Issues, Settlement, Client Service) and external parties depositaries, agents and issuers. Making sure that each event is correctly and timely set-up; Working on projects linekd to process improvement, enhancement of control environment and automation. Daily investigation of corporate actions events; cooperation with internal teams (Compliance, New Issues, Settlement, Client Service) and external parties depositaries, agents and issuers. Making sure that each event is correctly and timely set-up; Working on projects linekd to process improvement, enhancement of control environment and automation.

  • ICFloors
    • Cracow, Lesser Poland District, Poland
    • Independent Contractor
      • Nov 2011 - Mar 2017

      Effectively coach, mentor and supervise a team members; regularly meeting with investment analysts and company team leaders and floor broker to discuss financial matters, improving strategy; coordinating projects including opening new offices, manage recruitment process and develop team members. Ensure progress and risk indicators; Improving investment strategy on stock markets . Effectively coach, mentor and supervise a team members; regularly meeting with investment analysts and company team leaders and floor broker to discuss financial matters, improving strategy; coordinating projects including opening new offices, manage recruitment process and develop team members. Ensure progress and risk indicators; Improving investment strategy on stock markets .

    • Manager / Trader
      • Oct 2007 - Oct 2011

      Took on a wide range of roles; main was managed and motivated group of 25 traders with daily buying power $40M (US Stock Markets). Analyzed, improved and managed investment strategy for traders; also create and present strategies in order to meet expectations based on objectives unique to the current economic situation and expectations. As a Trader I was short time (day trading) investor on New York Stock Exchange. Took on a wide range of roles; main was managed and motivated group of 25 traders with daily buying power $40M (US Stock Markets). Analyzed, improved and managed investment strategy for traders; also create and present strategies in order to meet expectations based on objectives unique to the current economic situation and expectations. As a Trader I was short time (day trading) investor on New York Stock Exchange.

    • Financial Services
    • 1 - 100 Employee
    • Trainee
      • Jul 2006 - Aug 2007

      I was responsible for manage portfolio in the American financial markets (NYSE, NASDAQ, Amex) by purchasing and selling shares with the intention to make small but regular and continuous gain. I was responsible for manage portfolio in the American financial markets (NYSE, NASDAQ, Amex) by purchasing and selling shares with the intention to make small but regular and continuous gain.

Education

  • Kozminski University
    Master of Business Administration - MBA, Finance, General
    2022 - 2024
  • University of Economics in Cracow
    Master's degree, International Management / Corporate Governance
    2010 - 2012
  • University of Economics in Cracow
    Bachelor's degree, International Business/Trade/Commerce
    2007 - 2010

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