Daniel Trunzo Cfam

Vice President Portfolio Management, Enterprise Risk Management at Moneris

Daniel Trunzo has a diverse work experience spanning various industries. Daniel Trunzo currently holds the position of Vice President Portfolio Management, Enterprise Risk Management at Moneris, a role they have held since February 2020. Prior to that, they worked for Moneris as the Director of North American Portfolio Management - Enterprise Risk Management from September 2014 to February 2020.

Before joining Moneris, Daniel worked at RBC Capital Markets. Daniel Trunzo began as a Financial Analyst - Team Lead at ADP in 2003 and later became a Manager in Finance at The MEARIE Group from September 2007 to May 2008. Daniel Trunzo'ssubsequent role was Senior Financial Analyst, Fund Finance Audit and Reporting on a contract basis at Mackenzie Financial from September 2009 to October 2009. Following this, they joined RBC Royal Bank as a Senior Financial Analyst-IFRS from October 2009 to October 2010. Daniel Trunzo then became an Associate in Global Credit at RBC Capital Markets from October 2010 to May 2013, and later a Manager, Market and Trading Credit Risk - Group Risk Management from June 2013 to September 2014.

Daniel also briefly worked as an Associate Professor in Finance and Accounting at St. Lawrence College in 2008. Prior to this, they held the role of Terminal Operations Officer at Greater Toronto Airports Authority from May 2000 to November 2003.

Overall, Daniel Trunzo has demonstrated expertise in portfolio management, risk management, financial analysis, and financial reporting throughout their career.

Daniel Trunzo earned a Bachelor of Commerce (BComm) degree in Business Management from Ryerson University from 1998 to 2003. Following this, they pursued a Master of Business Administration (MBA) with a specialization in Finance-Investment Management at Concordia University from 2005 to 2008. During the same year, they also obtained the Canadian Securities Course (CSC) certification from the Canadian Securities Institute CSI. Daniel later completed a Master of Laws (LL.M.) degree in Securities Law at York University - Osgoode Hall Law School from 2009 to 2013. In addition to their formal education, they acquired the Chartered Financial Analyst (CFA) charter from the CFA Institute in 2010. There is no available information regarding their education at Bocconi di Milano.

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Timeline

  • Vice President Portfolio Management, Enterprise Risk Management

    February, 2020 - present

  • Director North American Portfolio Management Enterprise Risk Management

    September, 2014

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