Daniel L. Kaminski Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

Greater Milwaukee Area

Responsible for assisting in the restructuring of the non-profit agency; reported to President & Chief Executive Officer.

Racine, Wi

Responsible for Wealth Line of Business for Johnson Bank, Johnson Investment Services and Cleary Gull Advisors, Inc., a Johnson Financial Group company; reported to Chief Executive Officer. Supported mission to expand fully integrated team of financial and wealth advisors to continue to provide the highest level of financial advice and asset management to clients. Led the team that grew the business in less than 5 years:• Increased from $5 billion to over $11.6 billion in assets under administration, from $3 billion to $8 billion in assets under management. • Grew revenue from $20 million to $40 million.• Recruited over 130 employees to join the Wealth Team, and retained 36 employees from the existing team, growing the staff from 72 employees to over 160 employees in June 2018.• Led the team that grew annual sales from $1.5 million to a consistent $4 million.• Maintained consistent industry leading profit margins.• Played a key role as the senior manager that negotiated, completed and integrated Cleary Gull acquisition.

Greater Milwaukee Area

Created Special Assets Division, starting with 2 employees, managed and recruited 58 employees, located in the bank footprint; reported to Chief Credit Officer.• Handled all Commercial Real Estate [CRE] distressed credits in excess of $1 million and selected distressed Commercial and Industrial [C&I] loans.• Managed over 2,500 accounts / approximately $2.3 billion. Resolving them through either workout strategies or loan-asset sales. • Disposed through note - REO sales [548 relationships / 883 loans] $2.9 billion of unpaid principal balance resulting in $1.3 billion cash. • Restructured over $1 billion of distressed credit through various workout strategies.

Greater Milwaukee Area

Leader in Wealth Management group, which consisted of Marshall & Ilsley Trust Company N.A., M&I Brokerage Services, M&I Insurance Services, M&I Investment Management, and M&I Private Banking; reported to President and CEO.Member of Senior Management team that created national footprint for Wealth Management business, improved investment results, aligned business units, increased operational efficiencies and improved product delivery.