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Daniel Stein, Mba Email & Phone Number
VP of Sales
at
Pelagic Capital Corporation
1 work email found
@globaljetcapital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
VP of Sales
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Daniel Stein, Mba? Overview
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Quick answer
Daniel Stein, Mba is listed as VP of Sales at Pelagic Capital Corporation, a company with 21 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at globaljetcapital.com and a matched LinkedIn profile for Daniel Stein, Mba.
Daniel Stein, Mba previously worked as SVP Sales at Pelagic Capital Corporation and Member at Baan Boom Llc. Daniel Stein, Mba holds Master Of Business Administration (Mba), International Business from The University Of Connecticut School Of Business.
Company email context
Email format at Pelagic Capital Corporation
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*@globaljetcapital.com
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Profile bio
About Daniel Stein, Mba
SVP Sales - provide financing for commercial truck and equipment. MBA from the University of Connecticut. My areas of study have been management and operations management. I traveled with my school to China to study Supply Chain Management and Management Issues in China. I earned my Bachelors in Business Management from the University of Phoenix. 15 years of equipment finance experience with a concentration in credit analysis/underwriting. Through my education and prior work experiences I have learned to adapt to new environments and challenges and have been able to excel in the roles I have been employed in. I possess good written and verbal communication skills and work in a highly organized manner. In my past work experiences I have worked with a diverse group of individuals and have been exposed to various work styles and learned how to communicate effectively during these experiences. I work with Microsoft Excel, Access, Word, and Outlook and have many years of experience with these programs. While I was employed as a credit analyst, I would use Excel on a daily basis to compute lease and loan structures.
Listed skills include Credit Analysis, Credit Risk, Credit, Underwriting, and 17 others.
Current workplace
Daniel Stein, Mba's current company
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Pelagic Capital Corporation
12 roles
Daniel Stein, Mba work experience
A career timeline built from the work history available for this profile.
Svp Sales
Current
Feb 2024 - Present
Member
Baan Boom Llc
May 2016 - Aug 2024
Senior Credit Underwriter
- Analyze and underwrite single transactions up to $10MM for a wide range of equipment and industries
- Work with Wells Fargo Bank underwriters to gain additional information about existing clients and more insight into their financial position if it is not clear in their existing financials
- Perform annual reviews on existing customers, making recommendations on credit upgrades and downgrades as well as referring accounts to workout depending on strength of financials
- Work with Operations and Legal to fund and book transactions
- Assist other Equipment Finance underwriters with credit write-ups and annual reviews when I had capacity
Oct 2022 - Jan 2024
Portfolio Analyst
- Focus on customer Annual Review write-ups with in-depth credit analysis across foreign and domestic exposure, deal extensions, perform internal covenant testing, and other account related requests
- Identify and elevate risks to our portfolio that may be related to the Business Jet industry, industries our customers may operate in, or that may impact our customers directly
- Work cross functionally with Sales, Operations, Tax, Legal, Asset Management and Valuations to ensure transactions are completed and documented from Risk and Portfolio
- Obtain the financial and technical information required for completing Annual Reviews, extensions and covenant testing
Mar 2020 - Jul 2023
Co-Owner
Boom Thai Restaurant
An authentic Thai restaurant located at 456 Main Ave. in Norwalk Connecticut. We offer dine-in, take-out, and delivery options. Ph. 203-229-0073, Fax 203-840-1653. Find us on Grubhub, Seemless, and Eat24!
Jan 2017 - Jun 2023
Avp, Alm Analytics - Treasury
Perform analysis of Earnings-at-Risk and Economic Value of Equity on banks balance sheet.Determine and understand impact of changes to Interest Rates on the bank earnings.Work with other groups in Finance and Treasury to gather data required to perform monthly and quarterly analysis.Run the monthly production process in the Empyrean ALM Model to generate.
Apr 2018 - Mar 2020
Avp - Vendor Underwriting
Performed in-depth finanacial analysis of prospective and existing vendors.Assisted the Retail Card Underwriting team with financial analysis of current and prospective clients and various projects (underwriting enhancements and due diligence).Assist senior risk managers, working closely with the Sourcing team, in understanding vendor contracts and.
Sep 2014 - Apr 2018
Associate Research Analyst
- Executed quality and risk operations with client engagement teams to comply with requirements of the Securities and Exchange Commission (SEC), American Institute of Certified Public Accountants (AICPA), U.S. Government.
- Performed research and analysis for client engagement teams on private equity investor firms (PEIs), venture capital firms (VCs), ICCs, governmental entities and financial institutions
- Participated in running the semi-annual, firm-wide review of the client databases.
- Perform audit and review procedures to identify potential areas of risk
- Maintained a database of clients and issue weekly reports identifying potential areas of risk
- Assist with projects related to improving department functionality and efficiency
Nov 2012 - Sep 2014
Commercial Credit Analyst
- Analysis of commercial and personal credit reports and financial statements
- Industry and collateral analysis to determine trends and potential shifts
- Work directly with Senior Management to structure and approve high dollar requests
- Assist with the management of a team of junior analysts
- Structure and approve requests within my signing authority for myself and junior analysts
- Restructure delinquent deals to maintain cash flows and mitigate loses
Mar 2007 - Nov 2012
Data Entry
- Receive and input credit applications, pull all necessary credit reports
- Communicate with sales representatives and business partners to ensure application accuracy
- Conduct collateral evaluations on submitted credit requests
Nov 2006 - Mar 2007
Customer Service Technical Support
- Handle Tier 1 technical support calls regarding consumer cable television and Internet
- Work with managers and Tier 2 representatives to solve escalated service issues
- Work with IT department to test internal operating systems
Mar 2005 - Nov 2006
2 education records
Daniel Stein, Mba education
Master Of Business Administration (Mba), International Business
Bachelor'S Degree, Business Management
FAQ
Frequently asked questions about Daniel Stein, Mba
Quick answers generated from the profile data available on this page.
What company does Daniel Stein, Mba work for?
Daniel Stein, Mba works for Pelagic Capital Corporation.
What is Daniel Stein, Mba's role at Pelagic Capital Corporation?
Daniel Stein, Mba is listed as VP of Sales at Pelagic Capital Corporation.
What is Daniel Stein, Mba's email address?
AeroLeads has found 1 work email signal at @globaljetcapital.com for Daniel Stein, Mba at Pelagic Capital Corporation.
Where is Daniel Stein, Mba based?
Daniel Stein, Mba is based in New York City Metropolitan Area, United States, United States while working with Pelagic Capital Corporation.
What companies has Daniel Stein, Mba worked for?
Daniel Stein, Mba has worked for Pelagic Capital Corporation, Baan Boom Llc, Wells Fargo, Global Jet Capital, and Boom Thai Restaurant.
Who are Daniel Stein, Mba's colleagues at Pelagic Capital Corporation?
Daniel Stein, Mba's colleagues at Pelagic Capital Corporation include Charles Matthews.
How can I contact Daniel Stein, Mba?
You can use AeroLeads to view verified contact signals for Daniel Stein, Mba at Pelagic Capital Corporation, including work email, phone, and LinkedIn data when available.
What schools did Daniel Stein, Mba attend?
Daniel Stein, Mba holds Master Of Business Administration (Mba), International Business from The University Of Connecticut School Of Business.
What skills is Daniel Stein, Mba known for?
Daniel Stein, Mba is listed with skills including Credit Analysis, Credit Risk, Credit, Underwriting, Risk Analysis, Financial Analysis, Risk Management, and Portfolio Management.
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