Daniel J. Valenti
MANAGING DIRECTOR

917-748-4023  |  [email protected]  |  Download vcard

Dan’s finance career has spanned over 17 years in various roles including portfolio management, balance sheet management, risk management and public accounting.  At Citigroup, he managed a $60Bn short-term funding portfolio, a $50Bn short-term bond portfolio, and hedged interest rate risk on the firm’s $2Tn balance sheet. His experience helped develop core competencies in investment management, funding strategies and quantitative analysis. Prior to joining Citigroup, Dan worked in the insurance audit practice at PricewaterhouseCoopers where he obtained his CPA license.
 
Dan graduated with distinction from the University of North Carolina at Chapel Hill with a BS in Business Administration and MS in Accounting.