Daniel Pak
Vice President, Global Client Fulfillment Manager at Bank of America Merrill Lynch
- Role
- Vice President, Global Client Fulfillment Manager at Bank of America
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Daniel Pak
Financial professional with over 20 years\' experience in banking, wealth management and capital market. Additional experience involves international equities, fixed income securities, futures, options, swaps, other derivatives, and treasury products. Expertise includes process management, operation management and compliance. Familiar with FX, global bond underwriting and other corporate actions. Recognized for quick learning abilities. CAIA Charter Holder with quantitative and qualitative knowledge of PE, hedge funds, real assets and credit derivatives.Specialties: • Trading equities and index options, fixed income• Listed and OTC derivatives settlement• PE, Hedge funds, CDS, CDO, FX, Structured products and quantitative/qualitative analysis• Compliance, Risk monitoring• Corporate Finance / underwriting in Euro-dollar market• Supervision• Procedure Improvement
Experience
Vice President, Global Client Fulfillment Manager
Nov 2014 — Present · Charlotte, NC, US
Managing a team of fulfillment advisors who implement treasury services for corporations global-wide.• Working with internal leadership teams in Asia, Canada, EMEA and LATAM to improve and to optimize clients\' on-boarding process.• Reviewing AML/KYC requirements and providing associates necessary training and approvals.• Leading multiple initiatives to create better clients\' experience.
Education
Korea University
Bachelor, Literatures and Art, Business
1988 — 1992
Korea Management Association
Economics and Investment analysis
1996 — 1997
Skills
- Cds
- Equities
- Swaps
- Interest Rate Derivatives
- Series 63
- Powerpoint
- Microsoft Excel
- Reuters
- Investments
- Uit
- Securities
- Fixed Income Trading
- Trading Systems
- Global E-Commerce
- Wealth Management
- Microsoft Word
- Structured Products
- Finra
- Equity Trading
- Treasury
- Cdo
- Credit Derivatives
- Interpreting
- Settlement
- Swaq
- Hedge Funds
- Swift Payments
- Mutual Funds
- Cash Management
- Thomsonone
- Risk Management
- Finance
- Equity Derivatives
- Capital Markets
- Series 7
- Bloomberg
- Financial Markets
- Trading
- Portfolio Management
- Options Strategies
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