A managing partner at FRA Blackstone and an associate of RAM, Daniel Stone is a L+D specialist whose topical areas encompass financial markets and traded cash and derivative instruments, investments and risk. He started his banking career in the early 1980s and held roles as a currency and interest rate derivatives salesman, structurer, and dealer, and before that, lender, and credit analyst. He began his markets career with First Chicago in 1988, as an interest rate derivatives sales specialist and later as an FX Options dealer. He then moved to Barclays London to run FX Options marketing, and later to Banque Indosuez Paris (now CA-Lyon) to be Global Head of Currency Derivatives Sales, where he also product-managed FX-based structured investments for its Private Banking groups in Madrid, Luxembourg, and Geneva. He concluded his dealing-room career, trading and advising clients on the use of exotic currency options for NationsBank London (now Bank of America).

In 1997, Daniel moved into training, working independently for 5 years, based in Spain. At times working with other training specialists and at times solely, he developed and delivered custom and open courses focused on the technical skills and knowledge required by traders, sales dealers, risk managers, software developers, and banking institutes. Clients included Standard Chartered, WestLB, Deutschebank, Volbroker (now part of ICAP), Fenics (now GFI) and Cap Gemini. In 2001 he moved to Singapore to head global curriculum for Standard Chartered Bank in Wholesale Banking.

In charge of training for three years for Standard Chartered’s Wholesale Bank, he provided learning solutions across a variety of product and regulatory topics encompassing thousands of delegate-days. During this time, he also oversaw programme design and produced content segments for the bank’s wealth management product training initiative. He also programme managed the bank’s global graduates programme annually, covering content specification, design, and production, instructor selection, and assessment. He personally designed and facilitated training courses for the central banks of Indonesia and sixteen African countries, as well as providing a repeated course offering in Basel Regulation in 2004 for a Malaysian financial professional association’s Bank Directors’ Series.

Returning to private consulting in early 2005 and remaining based in and focused on Asia, Daniel has become a consultant to banks in the areas of treasury, risk, investments. He has developed content in asset management, portfolio theory and structured investments, as well as specialised content for training global markets support staff. Clients in Asia have included front-, middle-, and back-office employees of Citibank, UBS, Credit Suisse, Deutschebank, Lehman Brothers Merrill Lynch, Standard Chartered, DBS, OCBC, and ICICI.

Daniel holds an MBA from the University of Michigan, a Bachelor of Science in Economics from the University of Pennsylvania’s Wharton School. He is a member of the Global Association of Risk Professionals (GARP) and holds the Association’s Financial Risk Manager (FRM) certificate.