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Daniel J. Valenti
MANAGING DIRECTOR [email protected] | Download vcard
Daniel has over 17 years of experience across portfolio management, balance sheet management, risk management, and public accounting. At Citigroup, he managed a $60 billion short-term funding portfolio and a $50 billion short-term bond portfolio, while also overseeing interest rate risk hedging for the firm’s $2 trillion balance sheet. His work there developed core strengths in investment management, funding strategy, and quantitative analysis. He began his career in the insurance audit practice at PricewaterhouseCoopers, where he earned his CPA license. Daniel graduated with distinction from the University of North Carolina at Chapel Hill with a BS in Business Administration and an MS in Accounting. |
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Certain Principals of TAG Financial Institutions Group, LLC are registered representatives of TAG Capital Partners, LLC Member FINRA, SIPC. TAG Financial Institutions Group, LLC and TAG Capital Partners, LLC are separate affiliated entities. Securities and Investment Banking Services are offered through TAG Capital Partners, LLC.
TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.
TAG Capital Partners, LLC is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority. Alternative investments are speculative, involve a high degree of risk and are not suitable for all investors. Complete loss of principal is possible. Private placements are unregistered securities, considered illiquid and long-term investments. Distributions are not guaranteed.