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Dallas 2121 N. Pearl St., Suite 1230 Dallas, TX 75201
Daniel Elorduy-Sendra is a client analyst at CIBC Private Wealth in the Dallas office. In this role, Daniel works closely with senior relationship managers to provide analytical and investment performance reporting, as well as client portfolio and allocation analysis.
Prior to joining the firm, Daniel served as a collateralized debt obligations reporting analyst at U.S. Bank, where he performed data analysis on large asset portfolios and created quarterly payment reports by working closely with portfolio managers and auditors on comparing key portfolio metrics. Previously, he worked as a client service representative at BNY Mellon, where he helped prepare daily, monthly and quarterly reports on multiple large loan portfolios for his clients.
Daniel earned a Bachelor of Science degree in economics with finance applications from Southern Methodist University.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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