Daniel Moreno

Energizer

DISC Type : I

Senior Vice President - Head of Middle Office and Operations at Ellington Management Group

New York, New York, United States

Overview

Daniel Moreno is the Senior Vice President and Head of Middle Office and Operations at Ellington Management Group. A graduate of Cornell University and the NYU Stern School of Business, he has a background in process improvement, including leading Lean Six Sigma projects at UBS. People who have worked with him describe him as smart, effective, and possessing excellent interpersonal skills.

Outside of his finance career, Daniel has a unique background that includes serving as a lifeguard for the Jones Beach Lifeguard Corps. His interests also suggest a strong focus on continued professional development, keeping up with publications like the Harvard Business Review and news from his alma mater, NYU Stern.

He holds both Series 27 and Series 66 financial certifications.

Personality Overview

Relationship Oriented

Enthusiastic

Informal

They excel at seeing the bigger picture, and the long-term impact of their decisions. They are people oriented, friendly and like creating new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Operations Management

As Head of Middle Office and Operations, he manages key functions at Ellington and previously led data and document management teams at UBS.

Process Improvement

His experience includes a specific role in infrastructure and process improvement, as well as leading Lean Six Sigma projects to boost revenue and efficiency.

Financial Regulation

He holds Series 27 and Series 66 certifications, indicating deep knowledge of financial compliance and regulatory requirements in the industry.

Operations Management: As Head of Middle Office and Operations, he manages key functions at Ellington and previously led data and document management teams at UBS.

Process Improvement: His experience includes a specific role in infrastructure and process improvement, as well as leading Lean Six Sigma projects to boost revenue and efficiency.

Financial Regulation: He holds Series 27 and Series 66 certifications, indicating deep knowledge of financial compliance and regulatory requirements in the industry.

Media Appearances

Daniel has no verified media appearances

Work History

1-2019

Senior Vice President - Head of Middle Office and Operations at Ellington Management Group

6-2015 - 12-2018

Head of Operations / Manager - Infrastructure and Process Improvement at Ellington Management Group

11-2013 - 6-2015

Senior Analyst / Project Manager at Ellington Management Group

6-1999

Lifeguard at Jones Beach Lifeguard Corps

1-2009 - 11-2013

Director at UBS AG

Education

B.S. from Cornell University

2008 - 2011

MBA from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 26 Location : New York, New York, United States Job Level : Leadership Designation : Senior Vice President - Head of Middle Office and Operations at Ellington Management Group

<div class="break-inside-avoid"><h1 class="sect-head" style="display:inline-flex; align-items:center"><div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="DISC profile is one of the most popular behavioral assessment frameworks in use. It is especially useful in understanding workplace behavior and how different people approach similar situations differently.">DISC Profile : Daniel's Key Traits </div></h1><div class="disc_main personality_container" style="display: flex;align-items: center;justify-content: center;"><figure class="highcharts-figure"> <div class="frrole_circle_label" style="position: absolute;top: calc(50% - 67.5px);left: calc(50% - 66.5px);">I</div> <div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Dominance(D) reflects how goal and task oriented a person is and her ability to accomplish results, irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition and success and can be described as direct, demanding and strong willed." style="position: absolute;top: -4%;left: calc(50% - 20px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff;background: linear-gradient(360deg, #f1828d, #d2527f); height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:1">D</div><div class="disclabel1" data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Influence(I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, are motivated by social recognition and building relationships and can be described as warm and enthusiastic in general." style="position: absolute;right: 5%;top: calc(50% - 20px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff;background: linear-gradient(270deg, #fad859, #f7ca18); height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:1">I</div><div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Steadiness(S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm, are excited about the opportunity to collaborate and partner and could sometimes be indecisive or overly accommodating." style="position: absolute;bottom: -4%;left: calc(50% - 20px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff; background: linear-gradient(180deg, #b7f4d8, #66cc99);height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:1">S</div><div class="disclabel2" data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Calculativeness(C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy, enjoy showing off their expertise or challenging assumptions but can sometimes overanalyze things and be overcritical." style="position: absolute;left: 5%;top: calc(50% - 20px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff; background: linear-gradient(90deg, #848ccf, #524eb7);height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:1">C</div><div style="position: absolute;top: calc(50% - 106.5px);left: calc(50% - 106.5px);border-radius:50%;border: 1.5px dotted #c8c6c6;padding:105px"></div><div style="position: absolute;top: calc(50% - 135.5px);left: calc(50% - 135.5px);border-radius:50%;border: 1.5px dotted #c8c6c6;padding:133px"></div> <div id="disc_container"></div> </figure><div class="row traits-row" style="position: relative;width:70%;justify-content:flex-end;margin-right:10px"><div class="personality-cards col-md-10"><div class="personality-head">Influence</div>Influence(I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, are motivated by social recognition and building relationships and can be described as warm and enthusiastic in general.</div></div></div></div><div class="break-inside-avoid"><h1 class="sect-head" style="display:inline-flex; align-items:center"><div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="OCEAN personality assessment, or Big 5 personality traits model, is the second most well-known behavioral assessment framework after MBTI. It provides a holistic way of understanding how people are and what to expect of them.">OCEAN Profile : Daniel's Key Traits </div></h1><div class="ocean_main personality_container" style="display: flex;align-items: center;justify-content: center;"><figure class="highcharts-figure"> <div class="frrole_circle_label" style="position: absolute;top: calc(50% - 67.5px);left: calc(50% - 66.5px);">Ena</div> <div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Openness(O) reflects the degree of intellectual curiosity, a desire to seek new experiences and a preference for novelty and variety. Those scoring high tend to be inventive, curious and open to trying new things whereas those scoring low tend to be consistent, cautious and more realistic in their approach." style="position: absolute;top: -7%;left: calc(50% - 12px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff; background: linear-gradient(90deg, #963694, rgb(175,79,173));height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:0.72">O</div><div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Conscientiousness(C) reflects the degree of self-discipline, focus on doing things in a planned manner and acting dutifully. Those scoring high are usually efficient, organized and focused whereas those scoring low tend to be easy-going, spontaneous and unreliable at times." style="position: absolute;right: 4%;top: calc(50% - 70px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff; background: linear-gradient(180deg, #f15a22, rgb(255,115,59));height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:0.72">C</div><div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Extraversion(E) reflects the degree of assertiveness, sociability that an individual exhibits. People scoring high on extraversion tend to be outgoing, energetic and talkative whereas those scoring tend to be reserved, quiet and thoughtful, especially in social settings." style="position: absolute;bottom: 3%;left: calc(50% - -93px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff; background: linear-gradient(270deg, #bf55ec, rgb(216,110,255));height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:0.72">E</div><div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Agreeableness(A) reflects the degree of compassion, cooperation and general friendliness in a person. Those scoring high are mostly even-tempered, pleasant and easy to convince whereas those scoring low tend to challenge and question things and are likely to have a contrarian attitude." style="position: absolute;left: 17%;top: calc(50% - -127px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff; background: linear-gradient(360deg, #be5683, rgb(215,111,156));height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:0.72">A</div><div data-toggle="tooltip" data-placement="bottom" title="" data-original-title="Emotional Stability(ES) refers to the degree to which one can experience unpleasant emotions like anger, anxiety etc. easily. Those scoring high tend to be calm, stable and are not perturbed easily whereas those scoring low can be passionate, excitable and have low impulse control, especially under stressful circumstances. (Emotional Stability is same as Neuroticism rated on a reverse scale)" style="position: absolute;left: 5%;top: calc(50% - 70px);z-index: 2;cursor: pointer; border-radius: 50%; color:#fff; background: linear-gradient(360deg, #f62459, rgb(255,61,114));height: 30px;width: 30px;font-size: 14px;align-items: center;justify-content: center;display: flex;font-weight: bold;opacity:0.72">N</div><div style="position: absolute;top: calc(50% - 106.5px);left: calc(50% - 106.5px);border-radius:50%;border: 1.5px dotted #c8c6c6;padding:105px"></div><div style="position: absolute;top: calc(50% - 135.5px);left: calc(50% - 135.5px);border-radius:50%;border: 1.5px dotted #c8c6c6;padding:133px"></div> <div id="ocean_container"></div> </figure><div class="row traits-row" style="position: relative;width:70%;justify-content:flex-end;margin-right:10px"><div class="personality-cards col-md-10"><div class="personality-head">Extraversion</div>Extraversion(E) reflects the degree of assertiveness, sociability that an individual exhibits. People scoring high on extraversion tend to be outgoing, energetic and talkative whereas those scoring tend to be reserved, quiet and thoughtful, especially in social settings.</div><div class="personality-cards col-md-10"><div class="personality-head">Emotional Stability</div>Emotional Stability(ES) refers to the degree to which one can experience unpleasant emotions like anger, anxiety etc. easily. Those scoring high tend to be calm, stable and are not perturbed easily whereas those scoring low can be passionate, excitable and have low impulse control, especially under stressful circumstances. (Emotional Stability is same as Neuroticism rated on a reverse scale)</div><div class="personality-cards col-md-10"><div class="personality-head">Agreeableness</div>Agreeableness(A) reflects the degree of compassion, cooperation and general friendliness in a person. Those scoring high are mostly even-tempered, pleasant and easy to convince whereas those scoring low tend to challenge and question things and are likely to have a contrarian attitude.</div></div></div><hr class="divider-hr" style="margin-bottom:20px"></div>

Daniel Moreno

Senior Vice President - Head of Middle Office and Operations at Ellington Management Group

New York, New York, United States

Overview

Personality Overview

Topics They Care About

Media Appearances

Work History

Education

More Information

Social Presence :

Prographics :

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Insights For Selling To Daniel

During A Call Or A Meeting

When Cold Calling

Pattern Interrupt: Informal style, where you are talking in a friendly & casual manner, with a big smile on makes them want to speak to you.

Pace: Don't be too fast or too slow, stay in the middle. Sound like a 'brings happiness to others' person.

Tone: Speak with high energy and in a personal manner, as if you have met a friend suddenly after a long time.

Tactics To Win: Giving social proof, personal rapport, usage of superlatives, repeating their name.

Mistakes To Avoid: Information overload, use of negations

Making The Ask: Use positivity and/or humor to make the ask. It appeals to them, as if you are bringing a cheer to their day. (Avoid doing this with Dominant or Calculative types)

Subconscious Driver: They are driven by emotion more than any other type. Hence a proposition that excites them will immediately get their attention.

Greeting: Hey Daniel, [user_fname] here at [user_companynamefirsttwowords] calling you this morning/evening!

Opener: Now I know how much people love cold calls, so how about 30 seconds to tell you what I have for you?

Introduction: We have built an AI that predicts exactly what will build a solid relationship with each prospect before you even spend a minute with them.

Ask: Daniel, leaders just like you at companies like [abc], [xyz] have been blown away with what they have seen, why don’t we put 15 minutes on your calendar to show you if what I am saying is actually real, yeah?

Close: So morning at around [time] next [tuesday], shall we say? And is it [prospect_email]? Don't want to get that wrong you know!

When Writing An Email

Subject: Personalized, catchy

Salutation: Yes (Something casual)

Greeting: Yes (Say something interesting/unusual)

Emojis/GIFs:

Bullet Points: Avoid

Closing Line: Build excitement

Complimentary Close: Unique, pleasant

Tone of Words: Friendly, first-person

Overall Messaging: Focused on the person and relationship

Length of Mail: Long

While Negotiating & Closing

The secret to closing fast with Daniel is

Will you ever get a clear answer from Daniel

Insights For Deal Planning

How fast (or slow) will Daniel move?

Can Daniel take some risk or not?

You And Daniel

Personality Compatibility

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