Daniel Allen
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Daniel Allen Email & Phone Number

Philanthropic Client Manager, Vice President at Bank of America Private Bank
Location: New York, New York, United States 15 work roles 2 schools
1 work email found @epa.gov 1 phone found area 973 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@epa.gov
Direct phone (973) ***-****
LinkedIn Profile matched
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Role
Philanthropic Client Manager, Vice President
Location
New York, New York, United States
Company size

Who is Daniel Allen? Overview

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Quick answer

Daniel Allen is listed as Philanthropic Client Manager, Vice President at Bank of America Private Bank, a company with 232061 employees, based in New York, New York, United States. AeroLeads shows a work email signal at epa.gov, phone signal with area code 973, and a matched LinkedIn profile for Daniel Allen.

Daniel Allen previously worked as Grants Specialist at Us Environmental Protection Agency (Epa) and Grants Specialist at U.S. Department Of Housing And Urban Development. Daniel Allen holds Ba, Foreign Affairs, Global Culture And Commerce from University Of Virginia.

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{last}.{first}@epa.gov
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Profile bio

About Daniel Allen

Daniel is a Vice President and Philanthropic Client manager with Bank of America Private Bank based in Manhattan. He is a primary contact for foundation and endowment clients in the New York City area and surrounding markets. He provides fiduciary and administrative oversight of philanthropic assets for non-profit organizations, private and corporate foundations, and affluent families. Prior to joining The Private Bank, Daniel served the US Department of Housing and Urban Development and Environmental Protection Agency in various grant specialist positions gaining deep knowledge of healthcare in housing, environmental justice, and nonprofit administration and financial management. He has experience managing hundreds of grants on both sides of the process – as a grantor for the federal government as well as a grantee for Habitat for Humanity International and NeighborWorks America, two of the nation’s largest affordable housing and community development non-profits.Daniel holds a bachelors degree from the University of Virginia. He has volunteered for Soccer without Borders and serves as a member of Habitat for Humanity of New York City and Westchester Country’s Young Professionals Board. He is passionate about soccer, tennis, corporate social responsibility, ESG, impact investing, and sustainability.

Listed skills include Research, Spanish, Nonprofits, Fundraising, and 17 others.

Current workplace

Daniel Allen's current company

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Bank of America Private Bank
Bank Of America Private Bank
Philanthropic Client Manager, Vice President
New York, NY, US
Employees
232061
AeroLeads page
15 roles · 16 years

Daniel Allen work experience

A career timeline built from the work history available for this profile.

Philanthropic Client Manager, Vice President

Current

New York City Metropolitan Area

Bank of America Private Bank Philanthropic Solutions offers a comprehensive suite of services for foundations and endowments including investment management and strategic consulting tailored to help grantmakers and nonprofit organizations pursue their missions. We work with individuals and families on many aspects of strategic giving including mission.

Aug 2022 - Present

Grants Specialist

Greater New York City Area

 Manage a portfolio of 100+ grants across the East Coast as the principalgrants specialist in awarding over $5M annually. Effectively communicate policy guidance and provide technical assistanceto grantees to mitigate risk and promote project performance. Perform data analysis and cost estimation to drive funding decisions. Experienced application.

Jun 2016 - Jun 2022

Grants Management Specialist

Washington D.C. Metro Area

 Researched regulations and executed agreements between the EPA andother agencies to promote synergistic utilization of appropriated funds. Monitored relevant legislation for ongoing EPA projects.EPA certified to perform Inter-agency Agreements

Mar 2016 - Jun 2016

Senior Assistant, Grants, Field Operations

Washington D.C. Metro Area

 Performed full life cycle grants administration from contract execution toproject funding to audit reporting for multiple programs, including HUDNational Foreclosure Mitigation and Housing Counseling. Served as lead grant administrator for Wells Fargo’s Urban LIFT program,reviewing applications and coordinating funding of over $11M tosub-grantees across.

May 2014 - Dec 2015

Management Analyst

Washington D.C. Metro Area

  • Researched, compiled, and prepared confidential and sensitive documents for real estate and environmental assessments and public comments, per Department of Homeland Security policy
  • Tracked and coordinated tasks and document correspondence for team in SharePoint
  • Obtained preliminary background investigation clearance for confidential DHS service
  • Administrative support to Division Director including scheduling, trip coordination, and recording meeting minutes
Jan 2014 - May 2014

Project Development (Researcher)

Washington D.C. Metro Area

  • AmeriCorps VISTA member serving in the Government Relations and Advocacy department of Habitat for Humanity International's federal office in DC.
  • Researched the community impact of different government funding streams on local HFH affiliates
  • Assessed data gaps within HFHI, formulated a survey to obtain new data, coordinated outreach to affiliates to complete survey, and created a statistically relevant study of domestic affiliates’ government funding use
  • Created a formal report on the use of federal funding at a state and local level, case studies on specific programs, and policy recommendations based upon findings
  • Reported findings will be used to create best practices tools for affiliates to most effectively meet affordable housing needs during the housing crisis and shape future lobbying efforts
Oct 2012 - Oct 2013

Construction Services Project Assistant

Paterson, New Jersey

  • Worked to advance PHFH’s mission to build sustainable homes and communities, programs to educate homeowners and community members on home maintenance, and family service initiatives
  • Served as the point person for the Hurricane Irene flood relief effort. Worked with contractors and homeowners to schedule repairs and installment of replacement appliances, tracked homeowner payments and work.
  • Aided in fundraising campaigns and cultivated relationships with volunteers, church groups, and corporations by registering volunteers, conducting safety trainings, and contacting organizations
  • Planned, organized, and directed the Point in Time Homeless Count for the City of Paterson. Coordinated the efforts of 40 volunteers and more than a dozen organizations to feed and survey over 200 homeless
  • Served as Spanish language translator on HFHI Global Village Building trip to Buenos Aires, Argentina
Sep 2011 - Sep 2012

Resident Adviser

Charlottesville, Virginia

  • Managed the dorm life of 10 minority science and engineering research students enrolled in the VA-NC Summer Science Alliance program through the University’s Office of Diversity and Equity
Jun 2011 - Jul 2011

Residence Adviser

Charlottesville, Virginia Area

Created and maintained a safe, cohesive environment for 30 first year students that facilitated their physical and emotional well-being by emphasizing opportunities for personal and intellectual growth, enforcing UVA Housing policy, and developing programs to foster a healthy and enjoyable first year experience

Aug 2010 - May 2011

Intern

Washington D.C. Metro Area

  • Interned for Nicole Lamb-Hale, J.D., Assistant Secretary for Manufacturing and Services
  • Assisted with speech and briefing paper writing, primarily aided Manufacture America Trade Show project
  • Obtained security clearance for government work
Jun 2010 - Aug 2010

Residence Adviser And Learning Team Leader

Lead Summer Business Institute

Charlottesville, Virginia Area

  • For 2 summers, I served as a Teaching Assistant for case studies, supervised and instructed students on creating a social media marketing strategy for a business, facilitated students’ formulation of business plans.
  • Participant and business plan competition winner during high school summer program
Jun 2009 - Jun 2010
Team & coworkers

Colleagues at Bank of America Private Bank

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2 education records

Daniel Allen education

Ba, Foreign Affairs, Global Culture And Commerce

Activities and Societies: Student Council, Residence Staff, Fourth Year Trustees, Third Year Council, Habitat for Humanity, Madison House.

High School Diploma

The Montclair Kimberley Academy

Activities and Societies: Varsity Track, Varsity Football, Habitat for Humanity

FAQ

Frequently asked questions about Daniel Allen

Quick answers generated from the profile data available on this page.

What company does Daniel Allen work for?

Daniel Allen works for Bank of America Private Bank.

What is Daniel Allen's role at Bank of America Private Bank?

Daniel Allen is listed as Philanthropic Client Manager, Vice President at Bank of America Private Bank.

What is Daniel Allen's email address?

AeroLeads has found 1 work email signal at @epa.gov for Daniel Allen at Bank of America Private Bank.

What is Daniel Allen's phone number?

AeroLeads has found 1 phone signal(s) with area code 973 for Daniel Allen at Bank of America Private Bank.

Where is Daniel Allen based?

Daniel Allen is based in New York, New York, United States while working with Bank of America Private Bank.

What companies has Daniel Allen worked for?

Daniel Allen has worked for Bank Of America Private Bank, Us Environmental Protection Agency (Epa), U.S. Department Of Housing And Urban Development, Neighborworks America, and E3 Federal Solutions, Llc.

Who are Daniel Allen's colleagues at Bank of America Private Bank?

Daniel Allen's colleagues at Bank of America Private Bank include Lawanda Jefferson, Sreejith Mammen, Karl Martel, Jacob. Helfman, and Linda Vicchio.

How can I contact Daniel Allen?

You can use AeroLeads to view verified contact signals for Daniel Allen at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Daniel Allen attend?

Daniel Allen holds Ba, Foreign Affairs, Global Culture And Commerce from University Of Virginia.

What skills is Daniel Allen known for?

Daniel Allen is listed with skills including Research, Spanish, Nonprofits, Fundraising, Event Planning, Social Media, Microsoft Office, and Leadership.

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