Daniel Epps
Student of the Markets | Strategic Thinker | Manager Selection
- Role
- Investment Analyst at Piedmont Trust Company
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Investment Analyst
Jul 2021 — Present
The investment analyst for Piedmont who touches every aspect of the investment platform while also having client-facing responsibilities. Responsible for idea generation, due diligence, and relationship management for global equities, global fixed income, liquid alternatives, private equity, private credit, and real estate. The research and due diligence influences investment strategy, asset allocation, and portfolio management decisions made by the Chief Investment Officer and Investment Committees.Prepare client materials and assist in client presentations. These materials include manager write-ups, market commentary, holistic asset allocation reports, and expense reports. Any client queries relating to ESG are also fielded exclusively by the investment analyst.
Education
University of North Carolina at Charlotte
Bachelor's degree, Finance, General
2016 — 2018
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Economics
2016 — 2018
Skills
- Event Planning
- Social Networking
- Data Analysis
- Teamwork
- Forecasting
- Microsoft Office
- Sales
- Public Speaking
- Marketing
- Odyssey
- Microsoft Excel
- Time Management
- Stata
- Management
- Dos
- Pharmacy Technicians
- Social Media
- Communication
- Leadership
- Customer Service
- Microsoft Word
- Customer Satisfaction
- Financial Modeling
- Financial Analysis
- Eagle Scout
- Investments
- Research
- Microsoft Powerpoint
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