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Daniel Wegmann
Solutions Architect at Preset
Professional Background Daniel Wegmann is a seasoned finance professional with a robust skill set encompassing management, data engineering, and derivative brokerage. With extensive experience in energy and equity derivatives, Daniel has held significant roles at various prestigious firms, including Preset, Insight Data Science, and Societe Generale. Currently, he serves as a Solutions Architect at Preset, where he leverages his financial insight and technical skills to create innovative solutions for clients. Before joining Preset, Daniel honed his data engineering skills as a fellow at Insight Data Science, where he excelled in developing data-driven strategies.
Daniel's prior experience also spans across several brokerage firms, where he demonstrated his expertise as an Equity Derivatives Broker at Sunrise Brokers, and as an Energy Derivatives Broker at ATF Commodities LLC, Liquidity Energy, LLC, and LCM Commodities LLC. His role as an Equity Derivatives Sales Analyst at Societe Generale Americas Securities in New York City further solidified his stature in the finance sector, where he excelled in high-stakes environments.
Education and Achievements Daniel's educational background is equally impressive. He studied Licence in Management at the esteemed Université Paris Dauphine - PSL, which laid a solid foundation for his career in finance. He then pursued further studies at ESCP Europe, earning a Master’s degree in Finance, and also completed his Master 1 in Finance at Université Paris Dauphine. This comprehensive education has equipped him with a deep understanding of financial concepts, management principles, and analytical skills that have proven invaluable throughout his career.
Throughout his professional journey, Daniel has continually sought opportunities to expand his knowledge and skill set, exemplifying a lifelong commitment to learning and growth. He has excelled not only in his academic pursuits but also in his career by taking on increasingly challenging roles that require both analytical acumen and creative problem-solving abilities.
Notable Achievements Some of Daniel’s significant achievements include his successful transition from traditional finance roles to modern data-driven positions, such as his current role at Preset. This transition illustrates his adaptability and forward-thinking mindset. His diverse experience in multi-faceted roles—ranging from an intern at BNP Paribas arbitrage to a broker managing complex financial products—has provided him with a unique perspective on the finance industry. His ability to operate effectively in various financial domains is a testament to his skill and versatility.
As a former Equity Derivatives Sales Analyst at Societe Generale Americas Securities, Daniel played a key role in driving sales and client relations, which not only showcased his proficiency in financial analytics but also his competency in building and maintaining robust client partnerships. His internships across notable institutions have furnished him with a wealth of knowledge that he has successfully leveraged in his career.
Tags
Finance
Data Engineering
Management
Equity Derivatives Broker
Energy Derivatives Broker
Solutions Architect
Insight Data Science
ESCP Europe
Paris Dauphine
Societe Generale
Trading Expertise
Client Relations
Location
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
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Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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