Daniel Rivers Email & Phone Number

Financial intermediary and business consultant

Washington, Dc, Us

The National Association of Securites Professionals (NASP) is a non-profit association of professionals in the securities industry. NASP brings together the nation's minorities and women who have acheived recognition in the industry as brokers, asset managers, public finance consultants, investment brokers, bond counsel commercial bank underwriters, investors, plan sponsors, and other finance professionals.

Developing and cultivating a professional network of more than 400 professional men of color to provide an inclusive platform for multi-layered and cross-generational mentoring, internal business development, and community achievement. The group’s primary vision is to create a cross-generational mentoring and networking platform and to have a tangible impact on children in need in the Commonwealth of Massachusetts.

New York, Ny, Us

Morgan Stanley Smith Barney is a global leader in wealth management with an extensive network of 1,000 offices across the U.S. and in key international locations. It provides a range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. It provides specialized financial services to ultra-high net worth individuals through Morgan Stanley Private Wealth Management.

New York, New York, Us

Entrepreneurial role developing private client business throughout New England, Manage and building relationships as a trusted advisor with high-net worth individuals, families, non-profits, endowments and foundations. Constructs highly personalized investment plans and portfolios that meet each client’s spending, investment policy guidelines, retirement, multi-generational and philanthropic goals. Develops and implements sales strategies to attract new clients. Broadly participate in non-profit activities within Boston community through volunteering, board/committee membership and financial support. Manage a team consisting of two associates, a portfolio manager and wealth management director.

San Francisco, Ca, Us

Managed/Opened regional office, prospected and penetrated Fortune 1000 corporations, responsible for management of the end-to-end sales and strategic account planning process for all major accounts on East Coast. Sold enterprise software solutions and predictive analytics to C-level executives in the financial services, retail and telco industries. Developed presentation materials and conducted proposal/contract negotiations.Corporate Contribution:Developed new key client relationships with: Lowe's, EarthLink, Cox Communications, Chase, and AutoTrader.com

Boston, Ma, Us

Prospected and penetrated target retail/regional banking institutions, was responsible for management of the end-to-end sales and strategic account planning process for all major accounts. Sold customer-centric solutions and predictive analytics to C-level executives in eCommerce, home equity, bill pay, mortgage, credit cards, marketing, and online banking. Developed presentation materials and conducted all proposal/contract negotiations.Corporate Contribution:• Sourced and developed Compete’s largest consumer banking and finance clients including: Sovereign Bank and Bank One

Sold high-end strategic consulting services and research products to C-level executives at Fortune 500 financial institutions in New England and Canada. Created strategic account plans and “go-to-market” strategies for each client. Corresponded with senior consultants to develop unique approaches to complex, unstructured business issues in wholesale and retail banking, cash management, insurance, and asset management. Identified prospective business opportunities, handled proposal development, contract negotiations, and ongoing account management. Corporate Contribution• Generated $22MM in revenue during tenure, and ranked as top performer in 2000, 2001, and 2002.• Key clients included The Hartford, Phoenix Companies, Bank of Montreal, Alberta Bank, Fleet, Scotia Bank, CMGI and CIBC.

Vice President & Relationship Manager (1995-1999)Managed all aspects of existing and new business development in the Massachusetts commercial banking market. Directed client credit relationships for emerging, high-growth commercial and real estate clients, and experience in bond financing, responsible for the sale of cash management, corporate credit services, deposits, and trade services products. Developed proposals and managed the credit and legal underwriting of multiple financing packages. Interfaced with presidents and CFOs of a $100MM loan portfolio and a $5MM deposit base portfolio. Supervised two analysts and a portfolio manager.Corporate Contribution: Increased loan portfolio at Fleet National Bank from $60MM to $100MM over a four-year periodCorporate Banking Portfolio Manager (1995)Completed complex corporate banking credit offering memorandums, projection and loan pricing analysis, deposit and cash management product cross-sells, client negotiations, documentation review, and internal approval.Corporate Contribution: Managed a $150MM middle-market and corporate banking portfolio. • Key Clients included Hasbro, Wellman, Amtrol, RI Textile, Gilbane Companies and Dimeo Corp., Cross Pen Co., Narragansett Electric, and TextronCorporate Training & Development Manager (1989-1995)Directed management and financial analyst training programs and managed corporate training initiatives and projects. Designed, developed, and presented credit-training modules, including accounting, credit and risk analysis, and asset pricing. Created the company’s corporate personal financial statement, business risk training modules, and risk rating worksheet. Managed 4 direct reports and training classes with an average class size of 20 to 25 students per quarter. Corporate Contribution: Completed Fleet’s Management Trainee program from 1989-1990. • Created more than $500K in savings by creating a consolidated personal financial statement for Fleet Bank

Ba, Economics

Education record