Daniel Simpson

Advisor at Windō
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Experience

    • United Kingdom
    • Technology, Information and Media
    • 1 - 100 Employee
    • Advisor
      • Mar 2022 - Present

      Generated engagements with faculties and careers services at Oxford Brookes and the University of Reading Consulted on environmental reporting and marketing strategies Generated engagements with faculties and careers services at Oxford Brookes and the University of Reading Consulted on environmental reporting and marketing strategies

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • Jun 2023 - Jul 2023

      ECO Advisors is a boutique asset management firm with a singular mission — to be the leader in data driven, applied ESG investment strategies in global public equity markets. We see finance and capital allocation as a powerful force for positive change, and believe that investors don’t have to choose between attractive investment opportunities, or allocating capital to drive positive impact. ECO Advisors is a boutique asset management firm with a singular mission — to be the leader in data driven, applied ESG investment strategies in global public equity markets. We see finance and capital allocation as a powerful force for positive change, and believe that investors don’t have to choose between attractive investment opportunities, or allocating capital to drive positive impact.

    • United Kingdom
    • Government Administration
    • 500 - 600 Employee
    • Researcher
      • Nov 2021 - Feb 2022

      Completed research project for Oxfordshire Inclusive Economy Partnership identifying socio-economic disparities in Oxfordshire Designed stakeholder engagement plan for local investment strategy. Project published in ADIN network paper Completed research project for Oxfordshire Inclusive Economy Partnership identifying socio-economic disparities in Oxfordshire Designed stakeholder engagement plan for local investment strategy. Project published in ADIN network paper

    • United Kingdom
    • Business Skills Training
    • 1 - 100 Employee
    • Project Manager and Risk Manager
      • May 2021 - Aug 2021

      Project Manager developed B2B financial services application: guided team of students to deliver desired outcomes for industry client.Risk Manager: delivered daily risk reports for multi-strategy asset management fund. Developed novel weekly and monthly risk investigations.

    • Multi-Strategy Asset Management Accelerator Participant
      • Apr 2021 - Apr 2021

      Participant in Spring Course: Portfolio Manager, Risk Manager, Industry Project Researcher

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Client Account Support
      • Aug 2018 - Apr 2019

      Client support for Workplace Health and Wealth team. Primary contact for 10 clients including hands-on project renovating a client's pension scheme. Generated monthly and quarterly billing of clients including drafting itemised charges, confirming write-offs with consultants, and contacting clients with invoices. Maintained multiple aspects of compliance in the form of ensuring all clients adhered to AML and KYC practices as well as ensuring that the team engaged in proper data collection and storage practices given the recent implementation of GDPR. Show less

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Work Placement
      • Jun 2018 - Jun 2018

      Summer Internship with Metropolis Capital. Engaged in investment research project culminating in a presentation on market competitiveness of multiple retailers. Summer Internship with Metropolis Capital. Engaged in investment research project culminating in a presentation on market competitiveness of multiple retailers.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Work Placement
      • Jul 2016 - Jul 2016

      Summer Internship with Barnett Waddingham as part of the Workplace Health and Wealth(WHW) team. Engaged in database cleaning project and spoke in front of the WHW team regarding young employees engagement in pension plans. Summer Internship with Barnett Waddingham as part of the Workplace Health and Wealth(WHW) team. Engaged in database cleaning project and spoke in front of the WHW team regarding young employees engagement in pension plans.

Education

  • Oxford Brookes University
    BSc, Economics, Finance, and International Business
    2020 - 2023
  • St Albans Independent College
    2019 - 2020
  • Dr Challoner's Grammar School
    2012 - 2018

Community

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