Daniel E.

Manager, Client & Engagement Acceptance

Role
Client & Engagement Acceptance Manager at KPMG US
Location
Phoenix, AZ, US
LinkedIn followers
500 followers

About Daniel E.

Proven financial professional with over 20 years of experience in all facets of financial operations management. Extensive knowledge of risk management, compliance, and derivatives trading. Highly motivated and enthusiastic self-starter who is proactive, intellectually curious and driven. Skilled at strategic planning, issue management, and root cause analysis (RCA). Excellent coaching/mentoring, project management and team-building skills.A detailed resume is available upon request.Specialties:Risk ManagementDue DiligenceAML/KYC/BSAComplianceLeadershipMentoringForeign ExchangeOrder ExecutionTeam BuildingRelationship ManagementOperations ManagementClient ServiceTechnical Analysis

Experience

  1. Client & Engagement Acceptance Manager

    KPMG US

    Feb 2025 — Present · Tempe, AZ, US

Education

  • Illinois State University

    B.S., Political Science

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Daniel E. — Client & Engagement Acceptance Manager at KPMG US in Phoenix, AZ, US | Unifers