Daniel Lerner Email and Phone Number
My name is Daniel Lerner, I am currently a corporate banking analyst at US Bank with a Bachelors degree in finance from the Robert H. Smith School of business at The University of Maryland, College Park. My work experience with marketing, sales, accounting, and finance has provided me with a well-rounded background in business. I am well organized, hard-working, a team player, and am ready to apply these skills to a professional setting.
U.S. Bank
View- Website:
- usbank.com
- Employees:
- 59540
-
Credit AnalystU.S. Bank Jun 2024 - PresentNew York, New York, United States -
Credit Analyst InternU.S. Bank Jun 2023 - Aug 2023New 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 -
Private Equity Fund Administration InternAlter Domus Feb 2022 - Aug 2022Darien, 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 -
Summer InternCraze Jul 2021 - Aug 2021New 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 -
Sales InternNew York Food Truck Association May 2021 - Jul 2021Manhattan, 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 -
Tax PreparerTerptax, Inc. Dec 2020 - May 2021College 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.
Daniel Lerner Education Details
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Finance, General
Frequently Asked Questions about Daniel Lerner
What company does Daniel Lerner work for?
Daniel Lerner works for U.s. Bank
What is Daniel Lerner's role at the current company?
Daniel Lerner's current role is Corporate Banking Analyst at US Bank.
What schools did Daniel Lerner attend?
Daniel Lerner attended University Of Maryland.
Who are Daniel Lerner's colleagues?
Daniel Lerner's colleagues are David Salmon, Mark J Miron, Vera Layton, Lexy Yanda, Roy Coleman, Gina Dedrick, Bob Bobobo.
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Daniel Lerner
Sales & Customer Support | Client Success | Market Research | Adept Platform Transitioning | Award Winning Team PlayerBrewster, Ny -
Daniel Lerner
Portland, Or -
Daniel Lerner
Washington, Dc4armed-services.senate.gov, davidlerner.com, gmail.com, microsoft.com -
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