Daniel Lerner Email & Phone Number

New York, New York, United States

New York, New York, United States

- Worked in Corporate and Commercial Banking on the portfolio management side of the government banking team- Gathered and analyzed financial statements to perform credit analysis on existing deals and new municipal clients - Assisted with the evaluation of 12 different clients on credit risk, potential new recommendations, and their creditworthiness alongside the capital markets and relationship management teams- Collaborated closely with a team of four interns to create a credit memo for a large retailer and assess different industries’ cyber risk exposure - Participated in a case competition to create a solution for the next generation of banking

Darien, Connecticut, United States

- Member of a team responsible for PE fund accounting- Assist with quarterly and annual reporting and financial statement preparation for PE funds- Responsible for monitoring and following up on investor inquiries- Record investor capital disbursements and capital calls- Perform bank reconciliations- Track daily cashflows and create cashflow reports

New York, New York, United States

- Worked closely with a large retail client to build content for their social media account- Helped onboard new clients, including scoping client requirements- Managed a project to select vendors for e-commerce platform conversion- Negotiated contracts with vendors

Manhattan, New York, United States

- Helped manage New York Food Truck Association relationships with food truck vendors- Matched vendors with clients looking to hire food trucks for corporate events.- Set up marketing campaigns to prospect new clients.- Assisted with company expansion into large urban centers outside of NYC, such as Miami, Chicago and San Francisco

College Park, Maryland, United States

- Prepared tax returns for low-income families and international and domestic students at the University of Maryland- Met with clients twice a week through zoom and using platforms such as TaxSlayer and Acuity.- Passed examinations for IRS VITA Certifications in Basic and Advanced Income Tax Preparation and Foreign- Student Income Tax Preparation.