Daniel Robinson, Cfa Email & Phone Number

Salt Lake City, Utah, United States

Greater New York City Area

Commercial credit examiner at a $2+ trillion national bank. Primary responsibilities include oversight of the firm’s Commercial Real Estate, Asset-Based Lending, Leveraged Lending, Structured Financial Transactions, and Latin America portfolios.Participated in an employee development program within the OCC that accelerates the professional development of examiners into commercial credit specialists. During which I participated on a variety of high-priority commercial credit exams that covered the spectrum of commercial lending products at large bank institutions across the United States.

Denver, Co

Served as Portfolio Manager and Examiner in Charge of a diverse group of community banks and thrifts in Denver, CO and surrounding regional area. Primary responsibilities included: planning, coordinating, and monitoring bank supervisory activities; developing risk-based supervisory strategies; assign and support ratings and risk levels; preparing and presenting findings and recommendations to senior managers and directors at banks and the OCC; managing teams of assisting personnel; and ensuring compliance with regulatory guidance and laws and regulations.