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Bert Daniel Email & Phone Number

President & CEO at B&M Partners, LLC at B&M Partners, LLC
Location: Windermere, Florida, United States 10 work roles 2 schools
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Current company
B&M Partners, LLC
Role
President & CEO at B&M Partners, LLC
Location
Windermere, Florida, United States

Who is Bert Daniel? Overview

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Bert Daniel is listed as President & CEO at B&M Partners, LLC at B&M Partners, LLC, based in Windermere, Florida, United States. AeroLeads shows a matched LinkedIn profile for Bert Daniel.

Bert Daniel previously worked as President & CEO at B&M Partners, Llc and Senior Banking Consultant at Temenos. Bert Daniel holds Associates, International Banking from American Institute Of Banking.

Profile bio

About Bert Daniel

Bert Daniel is a President & CEO at B&M Partners, LLC at B&M Partners, LLC. He possess expertise in requirements analysis, banking, business analysis, requirements gathering, business process and 21 more skills.

Listed skills include Requirements Analysis, Banking, Business Analysis, Requirements Gathering, and 22 others.

Current workplace

Bert Daniel's current company

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B&M Partners, LLC
B&M Partners, Llc
President & CEO at B&M Partners, LLC
10 roles · 15 years

Bert Daniel work experience

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President & Ceo

Current
B&M Partners, Llc

Orlando, Florida Area

Provides Management Consultation to Banking and Financial Institutions on all aspects of Temenos T24 Banking Software SystemCanadian Western Bank: Provide Management Consultation to a group of banking professionals engaging T24 implementation. Modules includes but not limited to AA Deposits, AA Accounts, Registered Plans, Broker, Estates, Teller, Safety.

Sep 2013 - Present

Senior Banking Consultant

  • Prepare and review Temenos T24 TAABS Documentation
  • Gather Business Requirements to determine gaps between current system and T24 banking system.Prepare Business Requirement and Functional Specification Documentation
  • Assist clients during the Design and Build stages of the project
  • Functional Training of internal and external clients on all aspects of the core system
  • Successful implementation of assigned applications on go-live date.
  • Coordinated interface between T24 Delivery Module and Clients SWIFT ALLIANCE system
Mar 2004 - Sep 2013

Project Manager

  • Spearheaded the Documentation Management Enhancement Project
  • Provided supervisory and technical assistance to the project team.
  • Ensured the project team operated within the guidelines of the project.
  • Assisted in developing project methodologies.
  • Managed the project issues log.
  • Performed document audit.
Jan 2001 - May 2003

Director, Trade Banking Performance Improvement Project Initiative

American Express Bank Ltd, New York & England
  • Directed the Implementation of Customer Service and Streamline Process Delivery for Trade Banking Performance Improvement.
  • Managed Project deliverables from initial to migration stages.
  • Provided leadership to a staff of 26 L/C professionals and managers responsible for all aspects of L/C processing, including confirming, advising, issuing, negotiating and controlling an L/C portfolio of over $300.
  • Worked in partnership with LOB sales teams, product managers and American Express Technologies to drive the department towards achievement of longer-term strategic goals for AEB and the LOB’s.
  • Established and maintained strong-risk controls over business to prevent operational risks and losses without disabling or impeding the growth of the business.
  • Participated as a Subject Matter Expert during review, testing and migration of Globus Letter of Credit and Treasury Systems in Asia and Europe.
Dec 1988 - Aug 2000

Product Manager

Csi Complex Systems, Inc.
  • Coordinated the implementation of system version 6.0 at local Client site, resulting in quicker application turnaround time and Automatic system interface.
  • Produced Bank Trade System business requirements.
  • Coordinated System Requirement Specification for Bank Trade System.
  • Coordinated system testing to ensure proper system functionality and year 2000 compliance.
Oct 1996 - Jul 1997

Assistant Vice President, International Trade Services Group

Rabobank Nederland, New York
  • Directed 11 professionals engaged in processing Commercial Letters of Credit under various Government Programs (CCC, AIG, EXIMBANK) as well as Standby Letters of Credit, Collections and Reimbursement.
  • Directed the implementation of Document Tracking System ”DOC TRACKER”.
Jan 1994 - Oct 1996

Director, Trade Finance Services

American Express Bank Ltd, New York
  • Directed staff of 25 professionals engaged in processing Commercial (AID, CCC) and Standby Letters of Credit.
  • Coordinated the re-engineering of the department. Trained staff and implemented a Geographic Workstation Environment. Improved controls and service levels, resulting in a “1.1 Audit” and improved Letters of Credit.
Dec 1988 - Jan 1994

A.V.P./Manager, Letters Of Credit Department

Connecticut Bank And Trust Company, N.A.
  • Directed 30 professionals engaged in processing Commercial Letters and Standby Letters of Credit
Mar 1982 - Oct 1988

Senior Documentary Examiner, Letters Of Credit Department

Irving Trust Company, New York
  • Examined shipping documents in accordance with the Uniform Customs and Practices for Documentary Credits.
Feb 1977 - Mar 1982
2 education records

Bert Daniel education

Associates, International Banking

American Institute Of Banking

Academic

Antigua Grammar School
FAQ

Frequently asked questions about Bert Daniel

Quick answers generated from the profile data available on this page.

What company does Bert Daniel work for?

Bert Daniel works for B&M Partners, LLC.

What is Bert Daniel's role at B&M Partners, LLC?

Bert Daniel is listed as President & CEO at B&M Partners, LLC at B&M Partners, LLC.

Where is Bert Daniel based?

Bert Daniel is based in Windermere, Florida, United States while working with B&M Partners, LLC.

What companies has Bert Daniel worked for?

Bert Daniel has worked for B&M Partners, Llc, Temenos, Coast Capital Savings, Idom Usa, Inc, and American Express Bank Ltd, New York & England.

How can I contact Bert Daniel?

You can use AeroLeads to view verified contact signals for Bert Daniel at B&M Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Bert Daniel attend?

Bert Daniel holds Associates, International Banking from American Institute Of Banking.

What skills is Bert Daniel known for?

Bert Daniel is listed with skills including Requirements Analysis, Banking, Business Analysis, Requirements Gathering, Business Process, Business Requirements, Integration, and Software Documentation.

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