Daniel E. Email & Phone Number

Santa Clara, Ca, Us

Santa Clara, Ca, Us

Santa Clara, Ca

Dedicated financial services professional with 23 years of experience and deep understanding of commercial and private banking operations, client relations, and global treasury management. Responsible for driving digital transformation and workflow automation for the sales, solutions and delivery of global treasury and domestic cash management products and services.

Santa Clara, Ca

● Managed Delivery Team of 8 direct reports and international correspondent banking relationships (IBOS, SCB, ANZ) to expand product offering and global presence, leading to successful growth and retaining multinational clients. ● Implemented innovative solutions to address complex global challenges with onboarding requirements of foreign KYC / AML regulatory requirements.● Developed a CRM client cases process to track and monitor opportunities and cases for sales, service, and delivery, reducing delivery delays by 65%.● Collaborated with cross-functional teams to ensure the delivery of global treasury products within SLAs and streamlined implementation processes to ensure quality leads were vetted and implemented.

Santa Clara, California, United States

● Identified talent gaps and hired talented individuals to build a dedicated high performing global Product Delivery Team.● Developed and coordinated training for associates and clients for a new Online Banking Platform.● Identified and resolved project issues quickly and efficiently, minimizing their impact on project progress.● Implemented and documented processes to ensure requirements were memorialized and tracked throughout the project and lifecycle.● Developed a comprehensive migration plan that outlined the key tasks and milestones and hiring 15 contractors resulting in the successful completion of the project on time and within budget.● Developed and managed timesheets and budgets.

San Francisco Bay Area

● Cultivated relationships with start-ups, grew and managed a portfolio of 300+ start-ups.● Developed and implemented tailored financial solutions for start-ups, including deposit accounts products and treasury solutions.● Coordinated networking events and panels to establish the bank as a thought leader in the start-up community.● Served as the primary liaison between start-up clients and the bank’s product teams to ensure client needs were met with innovative banking products.

Santa Clara, California, United States

● Proficient in back-office core banking systems specific to account operations.● Implemented New Deposit Accounts, Cash Management products,● Efficient in managing high-volume transaction workloads with strong organizational and time management capabilities.● Adaptable to new technologies and proactive in staying current with industry practices.● Knowledgeable in risk management, audit, regulatory and compliance related processes.● Committed to upholding banking compliance standards KYC, AML and SVB's internal policies.