Dan Berra Email & Phone Number

Birmingham, Alabama, Us

For 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

New York, Ny, Us

Regional 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.

Charlotte, Nc, Us

One 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.

Us

Senior 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.

Led 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.

A 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.

Bachelor Of Science In Business Administration, Finance

Banking And Financial Support Services

Education record