A seasoned business executive and investment banker, Daniel Sansano boasts an impressive track record. He co-founded multiple LLCs, merging them into Financial Edge Group, Ltd., and facilitated notable deals. Besides, Daniel Sansano is a certified Project Management Professional (PMP), Chartered Certified Accountant (ACCA), Certified Management Accountant (CMA), and Certified Strategy and Competitive Analyst (CSCA), and trains junior professionals.
The Beginning
Born in Nueva Vizcaya, Philippines, Daniel’s love for learning began at a young age. His family’s global journey took him to Saudi Arabia for six years, broadening his cultural perspective. He later completed his middle and high school education in Doha, Qatar, setting the foundation for his future ambitions.
Daniel Sansano shares, “During my formative years, I discovered my voice through public speaking, leadership, and school debates, earning a spot on the student council. This foundation prepared me for a future in leadership and finance. Now, as a soon-to-be graduate of Southern New Hampshire University’s Business Administration program, my lifelong fascination with global markets and finance has come to fruition. Since age 14, I’ve explored market trends and economic patterns, cultivating my passion for market forecasting beyond traditional academics.”
By the age of 16, Daniel Sansano had enrolled in online courses from top institutions such as Harvard, Stanford, and the Wharton School of Business to strengthen his knowledge of global finance through platforms like Wall Street Survivor, Inc., which deepened his understanding of financial markets and shaped his academic and career aspirations.
Career Trajectory Of Daniel Sansano
Building a successful career in the finance sector takes a lot of expertise and perseverance. Daniel’s investment banking career spans financial consulting for top-tier firms and high-net-worth clients, bridging investment banking and asset management. Starting as a trainee at Bank of America, he honed his skills as an Investment Banking Analyst and then joined JP Morgan Chase & Co., where he refined financial modeling and DCF analysis expertise, driving informed decision-making for clients.
Daniel Sansano adds, “I had the privilege of assisting high-profile mergers and acquisitions, notably becoming the first Asian from a developing nation to join JP Morgan Chase & Co., a milestone I proudly represent for the Philippines. This achievement showcased Filipino excellence in finance, demonstrating our skills and wisdom rival the best globally. To succeed in investment banking, I emphasize developing strong technical skills and global market understanding. Accurate forecasting and leadership under pressure are also essential, enabling effective navigation of dynamic financial landscapes.”
Though the challenges of the profession are immense, the rewards are equally significant. Daniel Sansano encourages aspiring investment bankers to pursue key certifications like Series 79, Certified Management Accountant (CMA), and Certified in Strategy and Competitive Analysis (CSCA), which will set them apart in this competitive industry.
Leading By Doing
Strong investment banking leadership demands both technical mastery and the ability to navigate intense pressure. Daniel says, “You need to have a strong understanding of how global markets work and be able to see where trends are headed. It’s all about making smart, quick decisions when things get stressful and managing risks while creating value for your clients. Knowing how to build financial models and analyze things like mergers and acquisitions is crucial too, but more than just knowing the numbers, you need to lead your team through complicated deals.”
At the same time, strong communication and relationship skills are key. Daniel emphasizes that the leader must know how to explain complex financial info clearly and build trust with clients and colleagues. Since markets can be unpredictable, in investment banking, adaptability and calmness under pressure are crucial. Effective leaders also mentor and inspire their teams, fostering growth and resilience. It’s not just about financial expertise, but leading by example, guiding through challenges, and empowering others to excel.
Adaptability Amidst Adversities
Challenges are an inevitable part of every career path. Likewise, Daniel too, faced a lot of struggles along the way, especially because he lacked support from others. “I remember being 14, telling people at school about my dream of becoming an investment banker. Facing laughter and doubt, I instead chose to smile and turn negativity into fuel. I learned that skepticism can be a powerful catalyst. To those who face similar challenges, remember: your potential is yours alone to realize. Keep your heart ablaze, ignore the naysayers, and move forward.” Daniel Sansano shares.
Failure is a part of the journey, and it’s something everyone faces. Daniel Sansano emphasizes, “But remember, just like birds need to rest before they can fly again, we too need those moments of pause before we rise. Failure isn’t about falling; it’s about giving up. One quote that always sticks with me is from Attack on Titan, the greatest anime of all time – As long as we continue to fight, we are not defeated! Keep pushing forward, no matter what challenges come your way. There’s always light at the end of the tunnel, and if you keep going, you’ll find it.”
Message To Aspiring Professionals
Addressing the beginners of investment banking and finance, Daniel Sansano shares, “My biggest advice for you would be to start young and dare to be different. I began my journey at 14, while others were focused solely on their textbooks. It’s important to look beyond what’s immediately in front of you and think ahead – stay curious about markets, trends, and strategies.”
He also suggests taking advantage of easily accessible learning sources, particularly with Ivy League schools offering online courses that can boost the understanding of finance. At the same time, earning relevant certifications like the CMA, CFA, CPA, CSCA, or Series licenses is crucial as these will set one apart and help in preparing for the technical challenges of the field.
Equally important is the mindset and an excellent mentor who has certifications related to finance. Daniel Sansano adds, “Don’t be afraid of failure; instead, face it head-on and embrace it as part of the learning process. Every setback can be a stepping stone if you use it wisely. Once you’ve committed to a career in investment banking, stay determined and keep pushing forward. It’s not an easy field, but the rewards are worth it. Remember the wise words of Shota Aizawa – ‘There is nothing crueler than letting a dream end midway.’ Keep your vision alive, work hard, and never let obstacles stand in the way of your dream.”
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