Dan Bergner Email & Phone Number

Greater Minneapolis-St. Paul Area

Personal financial advisor focusing on comprehensive financial planning for individuals, business owners, and small to medium sized businesses. Specialties include investment planning, retirement income strategies, buy/sell agreements, business transition planning, business protection, and executive benefits.

Greater Minneapolis-St. Paul Area

Recruited environmental science professionals and professional engineers as independent contractors to conduct Phase I Environmental Site Assessments and Property Condition Assessments for Nova Consulting.- Source, develop recruitment communications, pre-screen candidates, utilize prospect tracking system, and interview candidates to determine technical qualifications.

HEALTH & WELLNESS BUSINESS DEVELOPMENTLed and implemented new business development projects in health and wellness, customer loyalty, and innovative health insurance products, assessed market opportunities and target markets. CROSS-FUNCTIONAL COLLABORATIONWorked closely with sales leadership, marketing, and other leaders across the organization to identify, assess, advance and implement new business concepts for Medica's Individual Business Unit.MARKETING AND PRODUCT LAUNCHESSuccessfully led the launch of three health insurance products in a new market in western Wisconsin, developed a plan to integrate accidental death insurance, emergency hospitalization, and critical illness insurance products as an optional offering to consumers, combined with our individual health plans.PRODUCT INNOVATIONSDesigned a Center of Innovation to generate new ideas for health and wellness, health insurance, customer service, loyalty programs, and financial medical insurance products within the Individual and Family Business Division. The design included a process for idea generation, assessment, and advancement through a Stagegate process for go-to-market strategy.

RELATIONSHIP MANAGEMENTResearched, established and managed strategic Joint Venture partner relationships for this leading direct response marketer of personal and professional health and wellness products. STRATEGIC MARKETIMGStrategized with marketing, sales, and product development teams to set business development initiatives. Created the marketing strategy for joint ventures.BUSINESS DEVELOPMENTIncreased joint venture partners by 30% through aggressive recruitment efforts. Developed new distribution channels and oversaw initial project management and contract negotiation of partners.

GENERAL MANAGEMENTManaged sales, operations and profit and loss for 33 branches in ten states in the Great Plains Region. Led a staff of 26 and was responsible for a $12 million budget. Supervised the daily activities of two district operations managers, underwriters, processors, and regional closing department. Reduced cost per loan by 50% and was instrumental in leading the newly established region to profitability. STAFF TRAINING AND DEVELOPMENTTrained sales and operations staff on a new processing system that reduced loan processing time, improved operational efficiency, and expedited problem resolution.OPERATIONS MANAGEMENTMonitored daily operations flow for the regional operations staff, including processors, underwriters, closing and post closing departments which led the division in standards achievement.HUMAN RESOURCESRecruited, interviewed, and hired regional sales and operations personnel in a new territory. Instrumental in adding 33 new branches in the central United States. Responsible for regional organizational and space planning, and employment and compliance regulatory concerns and reporting.

SALES, MARKETING AND BUSINESS DEVELOPMENTResponsible for new business development, customer service, account maintenance, marketing and team leadership. Led the design of a quality incentive program to improve loan quality, reward customers, and improve profitability. Increased total loan volume by 15% and decreased deficient loans by 10%. Grew annual wholesale loan sales volume from start-up to $196M in 4 years.CHANNEL MARKETING MANAGEMENTStrategized with bank lending officers and mortgage broker client channels to identify product needs, incentives, loyalty programs and pricing. Collaborated with product development and marketing executives to deliver identified products and programs. Managed a product line of twenty products. ACCOUNT AND RELATIONSHIP MANAGEMENTAuthorized pricing concessions as needed. Recommended appropriate products and loan structure to solve difficult loan application scenarios. Managed bank and broker relations and identified training needs. Managed customer service team.CROSS FUNCTIONAL MARKETING Created a quality incentive program with credit, operations, and closing department leaders to bring value to existing customers and entice new client acquisition. Improved the credit quality of loans submitted through the wholesale channel and immediately increased the number of loans submitted by 15%.Created and presented a seminar with underwriting and operations leaders to attract new business partners to the wholesale channel by highlighting key benefits and features of a unique and innovative mortgage product.

Mba, General Management

B.A., Psychology

Activities and Societies: Varsity Baseball, Varsity Basketball, J-Club.