Dana M. Email & Phone Number

Chicago, Il

Chicago, Illinois, Us

• Collaborated with seasoned wealth management professionals to spearhead the underwriting, closing, and management of complex financing transactions in the $10 million to $100 million range including unsecured and collateralized credit facilities supported by Private or Closely Held Stock, Private Equity Investments, Residential and Commercial Real Estate, Aircraft, Yachts, Collector Cars, Life Insurance and Art• Promoted twice within four years and a Platinum Award recipient awarded to the best of the best in US Wealth Management

Chicago, Illinois, Us

Select Highlights: • Awarded the Spotlight for three consecutive years by senior leadership for driving high performance and building client loyalty through solid relationship development • Selected to participate in Bonfire (an outside organization), a leadership accelerator program for rising women

Charlotte, Nc, Us

• Responsible for assisting musicians, artists, songwriters, business managers, and music professionals navigate complex banking and credit needs • Collaborated with investment, treasury, mortgage, and credit partners to provide comprehensive financial solutions Select Highlights:• Served as the day-to-day contact for two established Business Management firms totaling 60+ relationships, including the division’s largest client of $100M+ between investments, reinvigorated relationships with former clients, held listening sessions to ascertain areas of improvement for past and current clients of SunTrust• Assisted two Client Advisors and Managing Director with commercial and personal loan opportunities including Select Credit Lines, HELOCs, Commercial LOCs, and credit cards for clients under $10M total exposure • Led a strategic partnership with a local songwriter’s business to begin an annual SunTrust sponsored singer/songwriter event for International Women’s Day

Chicago, Illinois, Us

• Wealth advisor in training on a team comprised of five certified wealth advisors servicing over 250 clients ranging from $100K-$40M+ in investable assets per client • Performed various functions to holistically service clients including stock option exercises, charitable gifting, life insurance policy analysis, 401K recommendations, tax loss harvesting, and consolidation of assetsSelect Highlight:• Served as a member of the Women Invested Steering Committee, an internal resource affinity group focused on female clients and prospects with the purpose of providing empowerment, education, and ownership of their financial life

Deerfield, Il, Us

• Analyzed prescription data, trends and results for the Retail Pharmacy business, provided financial support to Executive Pharmacy Directors through monthly and ad hoc reporting• Prepared corporate spend budget for five accounting units, maintained the forecast and performed variance analysis on monthly results• Assisted with components of the monthly and annual retail prescription budget, performed business case analysis on aspects of the pharmacy business, as well as ad hoc analysis at the market and district level

Chicago, Illinois, Us

• Day to day contact for 10+ relationships, including family offices and wealthy individuals, exceeding $200MM in investible assets. Total desk portfolio exceeded $5 Billion in assets under custody • Oversaw a broad range of investment advisory and management, custody, banking, fiduciary and tax services• Performed daily activities including cash movement, account monitoring, capital call funding, overdraft remediation, report inquiries, fee calculations, investment manager payments, and worked with the client’s financial advisors• Assisted Relationship Managers in areas of new business, client presentations, and service team interactions

Chicago, Illinois, Us

• Performed on-site visits of existing and potential banking clients to conduct financial performance and collateral reviews of commercial loans nationally; evaluations were presented to the client, senior lenders and credit officials• Analyzed 50+ companies (Revenue $10MM-$100MM), with a total loan exposure of over $200MM, through the review of financial data, management discussions, and collateral value, exposed to various industries including: manufacturing, healthcare, service, distribution, and licensing • Provided strategic recommendations to at-risk clients with capitalization, cash flow, and/or declining profitability challenges• Managed a small portfolio of work-out clients and maintained an ongoing Monitoring Program for clients requiring specific attention, including weekly conference calls with company officials• Responsible for back-end operations of client’s banking relationships, including booking and renewing loans, receiving timely principal and interest payments and maintaining accurate data in the (Metavante) loan systemSelect Highlight:• Team recovered ~93% of principal on defaulted commercial loans from at risk clients with capitalization, cash flow, and/or declining profitability challenges as a direct result of providing strategic recommendations to management

Chicago, Illinois, Us

• Credit Training Program: Completed three month training, producing both commercial and personal credit memos and presenting to Group and Senior Credit Committee, trained on Moody’s Risk Analyst system• Personal Wealth Advisory Services & Wealth Management Fiduciary Team: Assisted two Private Banking Relationship Managers to produce over 20 credit memos (renewals and new loans) for clients with $10MM-$200MM in investible assets as well as with account openings, fund transfers, compliance tasks, and trust document interpretation• Corporate Risk Management: Assisted with an Enterprise-wide Risk Reporting initiative serving as the primary contact to a third party vendor to establish an overall Risk Aggregation Tool, developed an Administrator and End-User Process Manual and established a platform for Strategic Risk ReportingSelect Highlights:One of 16/200+ people selected annually by senior bank executives to participate in a management leadership program focused on fast track, high-potential employees.

Stamford, Ct, Us

• Served as the General Manager’s sole assistant, responsible for daily activities such as hotel defects, creating and distributing Platinum Member amenities and managing calls directed to the G.M.• Revised the Bank Contract, Cash Handling Policies and the internal accounting checkbook• Generated, interviewed, and analyzed bids for the hotel’s new copy machines• Assisted in the execution of banquets, conferences, meetings and weddings between June and August• Reviewed, processed and distributed daily banquet checks to customers and contributed in administering weekly schedules and payroll for 39 banquet staff members