Dan Berra Email and Phone Number
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Dan Berra personal email
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My Promise:The commitment I have to my clients is to provide comprehensive financial advice, which in doing so, covers every component of an effective financial plan…ensuring that their wealth is preserved and growing, to meet all of their financial needs during their lifetime and beyond.My Approach:As a Regions Private Wealth Advisor, I will take an unbiased approach to designing a customized wealth plan, informed by institutional professionals and tailored to your specific situation. Along with my team, will create Financial Strategies that are:• Supported by a team of experienced professionals including a Lending Advisor, Trust Advisor, Portfolio Manager, Wealth Strategist and many other wealth professionals.• Guided by more than 100 years of institutional knowledge and experience. • Broader than just an investment planAnd, along with my team, will bring expertise in the areas of:• Planning – Financial, Retirement, Estate and Tax • Investment Management• Banking and Lending Solutions• Risk Management/Protection• Business Transition/Succession
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Wealth Advisor, Private Wealth ManagementRegions Bank Jan 2021 - PresentBirmingham, Alabama, UsFor affluent individuals looking for personalized financial knowledge, Regions Private Wealth Management provides a Wealth Advisor who will take an unbiased approach to designing a customized financial strategy, informed by institutional professionals and tailored to your specific situation. Financial strategies created by Wealth Advisors are:- Supported by a team of professionals including a Lending Advisor, Trust Advisor, Portfolio Manager, Wealth Strategist and more- Guided by more than 100 years of institutional knowledge and experience- Broader than just an investment plan
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Executive Director, Senior Ultra High Net Worth Sales SpecialistMorgan Stanley May 2018 - Apr 2020New York, Ny, UsRegional Banking Specialist partner to Private Wealth Advisors & Financial Advisors providing Tailored (Structured/Custom) Loan Products to Ultra High Net Worth clients and prospects, defined as individuals or entities with a $50 million Net Worth or greater. Loan size typically ranged from $10-100 million.Traveled extensively to 12-15 offices across 8 states In the Central and Southwest U.S. Worked internally with Regional Complex Leadership, Advisors, and Private Bankers. Lending Products included: Securities-Based, Commercial Real Estate, Unsecured, Life Insurance Premium Finance, etc. Generated over $300 million in new credit facilities in an 18-month period. -
Director/Svp, Enterprise Business SpecialistBank Of America Merrill Lynch Nov 2010 - Apr 2018Charlotte, Nc, UsOne of 30+ Banking Specialists calling on and working directly with Merrill Lynch and U.S. Trust advisors. Business Development responsibility for driving almost 500 business referrals and over $4 million in revenue per year.Knowledgeable in presenting, to advisors and their business clients, details regarding the firms lending and treasury management products for the following lines of business: Commercial Banking, Corporate Banking, Investment Banking, Specialized Industries, Business Banking and Small Business Banking.Placed in the top half of the 30+ national peer group, achieving 90% or more of blended goal, during majority of tenure in role. Revenue being the most important component, referrals resulted in more than $40 million in 8 years. -
Regional President, Commercial BankingMidwest Bankcentre May 2005 - Nov 2010UsSenior Executive of this $1.0 Billion Community Bank. Managed the bank’s largest Commercial Lending Region with over $335 million in loan outstandings and $100 million in commercial deposits. Managed five lenders and three administrative loan assistants; held direct account responsibilities for larger relationships, and responsible for developing new Commercial and Real Estate relationships. Served as a voting member of the 6-person Executive Loan Committee. -
Senior Vice President, Senior LenderTruman Bank Dec 2003 - May 2005Led the lending activity and risk oversight of this $280 Million Community Bank. Responsibilities included: Commercial Loan business development; management of entire Commercial Lending staff; Chairman of the Senior and Junior Loan Committees; and primary contact for regulatory entities.
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Senior Vice President, Chief Lending OfficerBank Midwest (Acquired Founders Bank) Jul 2001 - Dec 2003A community bank that grew during tenure from $70 million to $122 million until acquired. Direct responsibility for, or oversight of: loan underwriting, business development, retail banking, risk management, loan pricing, loan administration and documentation, loan workout, compliance, and regulatory relations.
Dan Berra Skills
Dan Berra Education Details
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The University Of TulsaFinance -
Aba Stonier Graduate School Of BankingBanking And Financial Support Services
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St. Louis University High
Frequently Asked Questions about Dan Berra
What company does Dan Berra work for?
Dan Berra works for Regions Bank
What is Dan Berra's role at the current company?
Dan Berra's current role is Wealth Advisor at Regions Private Wealth Management.
What is Dan Berra's email address?
Dan Berra's email address is da****@****ley.com
What schools did Dan Berra attend?
Dan Berra attended The University Of Tulsa, Aba Stonier Graduate School Of Banking, St. Louis University High.
What skills is Dan Berra known for?
Dan Berra has skills like Commercial Lending, Credit Analysis, Small Business Lending, Banking, Financial Analysis, Credit, Loans, Commercial Banking, Risk Management, Portfolio Management, Mortgage Lending, Underwriting.
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