Business Head, Portland
Current
Oct 2024 - Present
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Daniel Whiting Email & Phone Number
Business Head, Portland
at
Apex Group Ltd (Americas)
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Business Head, Portland
Location
Cumberland Center, Maine, United States
Who is Daniel Whiting? Overview
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Quick answer
Daniel Whiting is listed as Business Head, Portland at Apex Group Ltd (Americas), based in Cumberland Center, Maine, United States. AeroLeads shows a matched LinkedIn profile for Daniel Whiting.
Daniel Whiting previously worked as Banker / Director - Public Sector - Development Financial Institutions - Corporate Banking at Citi and Banker / Director - Public Sector - State and Local - Corporate Banking at Citi. Daniel Whiting holds Bachelor Of Arts - Ba, History And American Studies - English Concentration from Colby College.
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Apex Group Ltd (Americas)
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Profile bio
About Daniel Whiting
A licensed banker with 30 years of complex financial services experience focused on business development, client management, and employee and operations management. A strong communicator with a proven record of coordinating partners to deliver complicated client solutions to drive portfolio growth. A trusted advisor helping customers navigate through evolving and challenging business environments.
Current workplace
Daniel Whiting's current company
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11 roles
Daniel Whiting work experience
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Banker / Director - Public Sector - Development Financial Institutions - Corporate Banking
Corporate Banker covering the largest International Financial Institutions and Development Financial Institutions. Global ownership of client relationships for all products and services delivered in all geographies.
Jan 2012 - Jul 2024
Banker / Director - Public Sector - State And Local - Corporate Banking
Corporate Banker responsible for business development and relationship management for East Coast State and Local Government clients.
Jul 2008 - Dec 2011
Department Manager / Director - Client Services - Global Transaction Services
Developed, implemented and managed client service team supporting 45 North America Fund Accounting, Transfer Agency, and Fund Administration clients.
Jan 2007 - Jul 2008
Client Manager / Vice President - Client Coverage - Global Transaction Services
Client Manager responsible for overseeing 25 Fund Service clients.
Aug 2005 - Dec 2007
Department Manager / Avp - Dealer And Retirement Services
Ran Dealer and Retirement Services units consisting of 3 call centers and 2 processing units with 4 supervisors and 50 total employees.
May 2002 - Aug 2005
Department Manager / Senior Relationship Manager (Formerly Forum Financial Group)
Managed 25-person Shareholder Service team including call center, Dealer marketing, and distribution operation.
Feb 1999 - May 2002
Community Health Volunteer
Worked in collaboration with the Mauritania Ministry of Health and a Global NGO to develop and deliver health and wellness programs. Attained fluency in spoken French.
Jul 1996 - Oct 1999
Manager - Financial Markets Servcies
Managed transfer agency trading desk of 3 supervisors and 35 employees in call center, processing / reconciliation, and client management units.
Jul 1995 - Jul 1996
Manager - Shareholder Services
Managed multi-shift shareholder correction department consisting of 3 supervisors and 56 full and part time employees.
Jan 1994 - Jun 1995
Team Leader - Dedicated Services
Multiple positions of increasing responsibility focused on client support for shareholders, brokers, and dealers. Managed customer service team of 15 administrators and processors supporting largest Dealer home offices.
Jun 1989 - Dec 1993
1 education record
Daniel Whiting education
FAQ
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What company does Daniel Whiting work for?
Daniel Whiting works for Apex Group Ltd (Americas).
What is Daniel Whiting's role at Apex Group Ltd (Americas)?
Daniel Whiting is listed as Business Head, Portland at Apex Group Ltd (Americas).
Where is Daniel Whiting based?
Daniel Whiting is based in Cumberland Center, Maine, United States while working with Apex Group Ltd (Americas).
What companies has Daniel Whiting worked for?
Daniel Whiting has worked for Apex Group Ltd (Americas), Citi, J&W Seligman, Peace Corps, and Putnam Investments.
How can I contact Daniel Whiting?
You can use AeroLeads to view verified contact signals for Daniel Whiting at Apex Group Ltd (Americas), including work email, phone, and LinkedIn data when available.
What schools did Daniel Whiting attend?
Daniel Whiting holds Bachelor Of Arts - Ba, History And American Studies - English Concentration from Colby College.
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