David Daniels

David Daniels Email and Phone Number

Investment Banking Associate @ Baird
Chicago, IL, US
David Daniels's Location
Chicago, Illinois, United States, United States
David Daniels's Contact Details

David Daniels personal email

n/a
About David Daniels

Currently pursuing an MBA with a concentration in Finance and Strategy at Kellogg School of Management, I am committed to deepening my expertise in corporate finance and economics. The rigorous academic environment has further sharpened my analytical abilities, preparing me to drive mergers & acquisitions, and other strategic initiatives.My recent internship and consulting experiences include: Healthcare Private Equity (Creative Health Capital), M&A Consulting (Madison Industries), and Analytic Consulting (Chicago Bears).As a manager at BMO US, my focus was on customer acquisition and product strategy, specifically for deposit products, where I honed my skills in optimizing both digital and traditional channel expenditures. With a keen eye for data analysis, I supported the organization in navigating complex financial decisions.

David Daniels's Current Company Details
Baird

Baird

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Investment Banking Associate
Chicago, IL, US
David Daniels Work Experience Details
  • Baird
    Investment Banking Associate
    Baird
    Chicago, Il, Us
  • Cobalt Service Partners
    Mba Intern - Portfolio Operations
    Cobalt Service Partners Sep 2024 - Present
    -Working closely with the executive team to develop strategic playbooks and growth initiatives for new acquisitions- An Alpine Investors portfolio company
  • Northwestern University - Kellogg School Of Management
    Mba Candidate
    Northwestern University - Kellogg School Of Management Jan 2023 - Present
    Key Coursework: - M&A, LBOs, and Corporate Restructuring: an intensive corporate finance and investment banking practicum course. Students work on teams of investment bankers, lawyers, and consultants to solve 15 complex business cases- Accounting for M&A: tax and reporting considerations for transactions- Financial Modeling: Training the Street three statement modeling, M&A, and LBO courses
  • Chicago Bears
    Consulting Project
    Chicago Bears Apr 2024 - Jun 2024
    Chicago, Illinois, United States
    Analyze ticket sales, purchase patterns, and other data to enhance digital fan engagement via advanced statistical techniques and machine learning, Present recommendations to team executives.
  • Bmo Us
    Manager, Finance & Strategy (Deposit Products)
    Bmo Us Oct 2021 - Mar 2024
    Chicago, Illinois, United States
    Manage acquisition and product strategy for deposit products. Optimize digital and traditional channel spend, owning a $40M budget
  • Bmo Harris Bank
    Manager, Risk Management
    Bmo Harris Bank Oct 2019 - Oct 2021
    Chicago, Illinois, United States
    Oversee financial and operational risk-related projects, including major model updates & system implementations. Manage programs, including governance and reporting of over $19B in assets.
  • Bmo Harris Bank
    Associate, Risk Management
    Bmo Harris Bank Jun 2017 - Oct 2019
    Chicago, Illinois
  • Bmo Harris Bank
    Strategy And Operations Development Program
    Bmo Harris Bank Jun 2016 - Jun 2017
    Chicago, Il
    Rotational program with strategy and project management emphasis: streamlined processes across mortgage, retail, and security operations.
  • Creative Health Capital, Llc
    Associate, Private Equity (Healthcare)
    Creative Health Capital, Llc Aug 2023 - Dec 2023
    Chicago, Illinois, United States
    Execute research (screening, due diligence), write investment thesis, and perform financial modeling - emphasis in acute and mobile healthcare.
  • Madison Industries
    Growth Strategy Consultant
    Madison Industries Jun 2023 - Aug 2023
    Chicago, Illinois, United States
    - Identify organic and inorganic growth opportunities for portfolio company HydraStop (industrial flow and safety valves)- Research add on acquisitions, white labeling, new geographies, and new product applications- Present findings and package recommendations for HydraStop CEO, senior leadership team, and Madison Industries executives
  • Michigan Capital Network
    Analyst, Venture Capital
    Michigan Capital Network Aug 2015 - Jun 2016
    Grand Rapids, Michigan Area
    Conduct research on prospective, new, and existing investments – emphasis placed on the life science and information technology sectors.

David Daniels Skills

Risk Management Data Analysis Project Management Microsoft Excel Financial Analysis Visual Basic Finance Statistics Economics Portfolio Analysis Commercial Banking Venture Capital Business Process Improvement Nimbus Process Mapping Microsoft Powerpoint Microsoft Office Microsoft Word Management Public Speaking Leadership Customer Service Valuation Due Diligence Customer Relationship Management

David Daniels Education Details

Frequently Asked Questions about David Daniels

What company does David Daniels work for?

David Daniels works for Baird

What is David Daniels's role at the current company?

David Daniels's current role is Investment Banking Associate.

What is David Daniels's email address?

David Daniels's email address is da****@****ris.com

What schools did David Daniels attend?

David Daniels attended Northwestern University - Kellogg School Of Management, The University Of Chicago Booth School Of Business, Hope College.

What skills is David Daniels known for?

David Daniels has skills like Risk Management, Data Analysis, Project Management, Microsoft Excel, Financial Analysis, Visual Basic, Finance, Statistics, Economics, Portfolio Analysis, Commercial Banking, Venture Capital.

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