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OVERVIEW:Our mission is to expand our services in personal and commercial banking with a focus on affordable housing initiatives. My experience includes working with regional banks, community banks, and world-class PE sponsors including Wilber Ross, Lightyear Capital, and Leonard Green and Partners. CORE COMPETENCIES AND ACCOMPLISHMENTS:Executive Leadership, Strategic Planning, Operations,ERM, Credit Administration, Regulatory Compliance, Sales Management, and BaaS.United Fidelity Bank (Private) CEO. UFB is a $6.4B community bank that specializes in personal and commercial banking with an emphasis in the creation and preservation of multifamily affordable housing. Coastal Bank (NASDAQ: CCB) CCO/CRO. Coastal became the fastest growing bank in Washington State by launching a national Banking as a Service (BaaS) platform supporting FinTech companies.Bank of the Cascades (NASDAQ: CACB) CCO/COO. Cascades acquired banks in three states and became the fastest growing bank in the Pacific Northwest. I represented the state of Oregon on the ABA Government Relations Council.Irwin Union Bank (Private) Market President/ Region Executive. Led the largest market for the company.Regions Bank (NYSE: RF) Regional CCO. Managed all credit from Private Banking to Large Corporate relationships for Indiana, Illinois, and Kentucky. Regions was the 12th largest bank in the US. Union Federal Bank (Private) CCO. Managed all lending and and assisted in their turnaround and sale. UFB was part of Waterfield Mortgage Company, the largest private mortgage company in the US. KeyBank (NYSE: KEY) Indiana Market Manager for Corporate Banking and a member of the bank’s Strategic Planning Group. KeyBank was the 10th largest bank in the US.STARTUPS:A founder and advisor to startups. Experience: Founding partner with Debt Advisors Network (a consultancy for financial institutions to maximize recoveries), screening committee of VisionTech Partners (visiontech-partners.com), board advisor to cybersecurity company Verified, Inc. (verified.inc), member of Madrona Venture Group's (madrona.com) Founders Center, founding member of Cascade Angels (cascadeangels.com), board member of Summex Health (acquired by WebMD).EDUCATION:BS & MBA - Indiana University, attended Stonier Graduate School of Banking, a Certified Turnaround Professional via TMA.Daniel Lee is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC. FINRA - https://www.finra.org/#/SIPC - https://www.sipc.org/
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Chief Executive OfficerUnited Fidelity Bank Sep 2024 - PresentUs
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Chief Credit OfficerUnited Fidelity Bank 2024 - Sep 2024Us
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Financial Services ConsultantTtg, Inc. Washington Dc 2023 - 2024Washington, Dc, UsA team member of this Washington based bank consultancy. Various projects in the areas of strategic planning and regulatory oversight, ERM, and credit administration. -
Board AdvisorVerified Inc. 2020 - 2024San Francisco, California, UsBoard advisor to the CEO. This cybersecurity company allows “one-click” frictionless authentication. This technology enables a marketplace for verified identity data, which powers instant onboarding and a high level of security. Investors include Draper Associates, Franklin Templeton, Wedbush, and 1414 Ventures. -
PartnerDebt Advisors Network 2021 - 2023Debt Advisors Network is a conduit for financial institutions to maximize recoveries when selling troubled loans. Through a network of money funds, we match the best solutions to the type of asset, situation, and buyer, thereby maximizing recoveries. -
Member - Screening CommitteeVisiontech Partners | Visiontech Angels 2020 - 2023Indianapolis, In, UsOver the last decade, VisionTech has emerged as one of the Midwest’s most active angel investing groups with an expansive and engaged network of accredited investors across the states of Indiana and Ohio. We focus on the life sciences, SaaS, IoT technology, advanced materials, supply chain, and hardware. -
Bank ConsultantTrinity Advisors 2020 - 2023Various projects including banking as a service (BaaS).
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Chief Credit Officer And Chief Risk OfficerCoastal Community Bank 2018 - 2020Everett, Wa, UsResponsible for all Enterprise Risk Management, Credit Administration, Underwriting, Compliance, Audit, and BSA. -
Member/PartnerMadrona Venture Group 2018 - 2020Seattle, Wa, UsA partner in the innovation platform Create33, a Seattle-based “founder center” established by Madrona Venture Group, a long-time Pacific Northwest venture capital firm that provides financial support for the organization. Create33 launched in July 2018 one floor beneath the downtown office of Madrona Venture Group and has been a community nexus of the Seattle startup ecosystem where entrepreneurs could learn from mentors, network with peers, attend events, and rent office space. Madrona runs a virtual version of the membership program, which includes access to Madrona’s investment team and resources, and invites to Madrona-produced programs with CEOs and other leaders. -
Board Member/SponsorCascade Seed Fund 2014 - 2017Bend, Oregon, UsActed as a founding partner and corporate sponsor in Cascade Seed Fund. Cascade Seed Fund is a regional early-stage investment fund that brings individual and institutional investors together to back entrepreneurs and strengthen the regional economy. Cascade Seed Fund is based in Bend, Oregon with an Oregon-first investment focus with an interest in opportunities throughout the Pacific Northwest. Over the last five years, Cascade Fund has completed 47 company investments and is limited to accredited investors. Typical investments are planned to be made in launch stage technology and consumer products companies. Initial investments average $250,000. -
Chief Credit Officer And Chief Operations Officer (Bank Of The Cascades)First Interstate 2012 - 2017Billings, Mt, UsResponsible for all Credit Administration, Underwriting, Loan Operations, Bank Real Estate, and Merger Integration. -
Board MemberAmerican Bankers Association 2014 - 2015Washington, District Of Columbia, UsGovernment Relations Council (GRC)The American Bankers Association is the voice of America's $20 trillion banking industry, representing two million men and women in banks of all sizes and charters, from the smallest community banks to the largest bank holding companies in the United States. The GRC develops positions and priorities regarding legislative and regulatory issues affecting all of these banks and our citizens. There is typically one representative nominated from each state (Oregon), and appointed by the ABA Chairman. All policy recommendations of the Council are presented to the ABA board of directors for final approval. -
Board Member - TreasurerCoburn Place Safe Haven 2007 - 2012Indianapolis, In, UsCoburn Place is the largest family shelter in the City of Indianapolis. The shelter provides a safe haven for women and children of domestic violence. Dan served as a member of the CEO Search Committee, Executive Management Committee, and Finance Committee. -
Regional Chief Credit OfficerRegions Financial Corporation 2007 - 2009Birmingham, Alabama, UsResponsible for all loan administration and credit underwriting for Indiana, Illinois, and Kentucky. Delegated loan authority of $20M. -
Market PresidentIrwin Union Bank 2006 - 2007Us -
Chief Credit Officer (Union Federal Bank)Huntington National Bank 2001 - 2006Columbus, Ohio, Us -
Board Member - Chairman, Vice Chairman, Secretary, TreasurerNear North Development Corporation 2001 - 2006Indianapolis, Indiana, UsNNDC is a not-for-profit Community Development Corporation founded in 1977 by a coalition of area business, Clarian Hospital (the largest hospital group in Indiana), residents, and community organizations. Working with city, county, and state government, NNDC devel-oped an effective working model of public/private partnerships to halt and reverse community blight, bringing new businesses and housing to the community. Dan’s roles included heading the Search Committee to replace the CEO and developing a new strategic plan. -
Board Member (Summex Health Management)Webmd Health Services 1996 - 2006Portland, Or, UsBoard Member and advisor to the CEO. As a pioneer and leading agent for change in the wellness industry, Summex worked with health insurance companies (managed care organizations), human resource and benefits consultants and businesses with 1,000 or more employees to actively manage and reduce health care costs. It accomplished this by developing, implementing and managing comprehensive wellness programs that included a customizable combination of health risk assessments, personal coaching, Web-based information and services, ongoing lifestyle education and financial incentives. Summex became the wellness program for Anthem and was acquired by WebMD. -
Board Member - TreasurerFellowship Of Christian Athletes 1996 - 2001UsFCA is a Christ-based, volunteer intensive, and athletically focused school identified ministry. To focus the ministry, junior and senior high school students and college campuses have pro-vided the best arena to reach coaches and athletes. Dan’s involvement was with the Indiana statewide organization as a board member and treasurer. -
Head Of Corporate Banking - SvpKeybank 1991 - 2001Cleveland , Ohio, Us -
Investment Banker - Raffensperger, HughesNational City Bank 1988 - 1991Us
Dan Lee Skills
Dan Lee Education Details
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Indiana University BloomingtonFinance -
Indiana University IndianapolisBusiness Administration And Management
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Aba Stonier Graduate School Of Banking
Frequently Asked Questions about Dan Lee
What company does Dan Lee work for?
Dan Lee works for United Fidelity Bank
What is Dan Lee's role at the current company?
Dan Lee's current role is Chief Executive Officer @ United Fidelity Bank | MBA in Finance.
What is Dan Lee's email address?
Dan Lee's email address is dl****@****otc.com
What is Dan Lee's direct phone number?
Dan Lee's direct phone number is 120834*****
What schools did Dan Lee attend?
Dan Lee attended Indiana University Bloomington, Indiana University Indianapolis, Aba Stonier Graduate School Of Banking.
What skills is Dan Lee known for?
Dan Lee has skills like Alternative Investments, Leadership, Team Building, Credit Portfolio Management, Restructuring, Banking, Strategic Partnerships, Growth Initiatives, Debt Restructuring, Start Ups Management, Executive Management, Sales.
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