Daniel DeMatos, CFA

Vice President - Underwriting at Percent

Daniel DeMatos, CFA has a diverse range of work experience in various roles within the financial industry. Daniel is currently working at Percent as the Vice President of Underwriting since January 2023. Prior to this role, they were an Associate in the Capital Markets department at Percent from January 2021 to January 2023, where they played a key role in the company's capital market activities. Before joining Percent, Daniel worked as an Analyst in the Capital Markets team from August 2019 to December 2020.

Before their time at Percent, Daniel gained experience at Moody's Investors Service as an Associate Analyst in the Structured Credit division from July 2018 to July 2019. Their responsibilities included conducting analyses and evaluations of structured credit products.

Additionally, Daniel interned at Prudential Financial during the summer of 2017, where they gained exposure to the Compliance department.

Overall, Daniel DeMatos, CFA has showcased their expertise and commitment to the financial industry through their various roles and experiences.

Daniel DeMatos, CFA completed their Bachelor of Science degree in Finance & Economics from Rutgers University from 2014 to 2018. In addition to their bachelor's degree, they obtained various certifications and completed courses in different subjects. Daniel became a Chartered Financial Analyst® (CFA) Charterholder in August 2021 through the CFA Institute. Daniel also completed the Bloomberg Market Concepts course offered by Bloomberg LP in June 2018. Moreover, Daniel obtained certificates in Forensic Accounting and Fraud Examination, Private Equity and Venture Capital, American Contract Law I, and FinTech Law and Policy from Coursera, with completion dates in 2023, 2022, 2021, and 2021 respectively. Furthermore, they achieved certifications in SIE, Series 63, Series 7, and Series 79 from FINRA, although the months and years of completion were not provided.

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Previous companies

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Timeline

  • Vice President - Underwriting

    January, 2023 - present

  • Associate - Capital Markets

    January, 2021

  • Analyst - Capital Markets

    August, 2019

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