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David Daniels Email & Phone Number
Investment Banking Associate
at
Baird
1 work email found
@bmoharris.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is David Daniels? Overview
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Quick answer
David Daniels is listed as Investment Banking Associate at Baird, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at bmoharris.com and a matched LinkedIn profile for David Daniels.
David Daniels previously worked as MBA Intern - Portfolio Operations at Cobalt Service Partners and MBA Candidate at Northwestern University - Kellogg School Of Management. David Daniels holds Mba Candidate, Finance, Strategy from Northwestern University - Kellogg School Of Management.
Company email context
Email format at Baird
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{first}.{last}@bmoharris.com
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AeroLeads found 1 current-domain work email signal for David Daniels. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Risk Management, Data Analysis, Project Management, Microsoft Excel, and 20 others.
Current workplace
David Daniels's current company
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11 roles
David Daniels work experience
A career timeline built from the work history available for this profile.
Mba Intern - Portfolio Operations
Current-Working closely with the executive team to develop strategic playbooks and growth initiatives for new acquisitions- An Alpine Investors portfolio company
Sep 2024 - Present
Mba Candidate
CurrentKey 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.
Jan 2023 - Present
Consulting Project
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.
Apr 2024 - Jun 2024
Manager, Finance & Strategy (Deposit Products)
Manage acquisition and product strategy for deposit products. Optimize digital and traditional channel spend, owning a $40M budget
Oct 2021 - Mar 2024
Manager, Risk Management
Oversee financial and operational risk-related projects, including major model updates & system implementations. Manage programs, including governance and reporting of over $19B in assets.
Oct 2019 - Oct 2021
Associate, Risk Management
Jun 2017 - Oct 2019
Strategy And Operations Development Program
Rotational program with strategy and project management emphasis: streamlined processes across mortgage, retail, and security operations.
Jun 2016 - Jun 2017
Associate, Private Equity (Healthcare)
Execute research (screening, due diligence), write investment thesis, and perform financial modeling - emphasis in acute and mobile healthcare.
Aug 2023 - Dec 2023
Growth Strategy Consultant
- 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
Jun 2023 - Aug 2023
Analyst, Venture Capital
Conduct research on prospective, new, and existing investments – emphasis placed on the life science and information technology sectors.
Aug 2015 - Jun 2016
3 education records
David Daniels education
Mba Candidate, Finance, Strategy
Graduate Student At Large, Statistics
Economics, Business
FAQ
Frequently asked questions about David Daniels
Quick answers generated from the profile data available on this page.
What company does David Daniels work for?
David Daniels works for Baird.
What is David Daniels's role at Baird?
David Daniels is listed as Investment Banking Associate at Baird.
What is David Daniels's email address?
AeroLeads has found 1 work email signal at @bmoharris.com for David Daniels at Baird.
Where is David Daniels based?
David Daniels is based in Chicago, Illinois, United States while working with Baird.
What companies has David Daniels worked for?
David Daniels has worked for Baird, Cobalt Service Partners, Northwestern University - Kellogg School Of Management, Chicago Bears, and Bmo Us.
How can I contact David Daniels?
You can use AeroLeads to view verified contact signals for David Daniels at Baird, including work email, phone, and LinkedIn data when available.
What schools did David Daniels attend?
David Daniels holds Mba Candidate, Finance, Strategy from Northwestern University - Kellogg School Of Management.
What skills is David Daniels known for?
David Daniels is listed with skills including Risk Management, Data Analysis, Project Management, Microsoft Excel, Financial Analysis, Visual Basic, Finance, and Statistics.
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