Daniel Stein, Mba Email and Phone Number
Daniel Stein, Mba work email
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Daniel Stein, Mba personal email
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.
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Vp Of SalesPelagic Capital CorporationNew York, Ny, Us -
Svp SalesPelagic Capital Corporation Feb 2024 - PresentConnecticut, United States -
MemberBaan Boom Llc May 2016 - Aug 2024Wilton, Connecticut
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Senior Credit UnderwriterWells Fargo Oct 2022 - Jan 2024United States● 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 -
Portfolio AnalystGlobal Jet Capital Mar 2020 - Jul 2023Danbury, Connecticut, United States• 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 -
Co-OwnerBoom Thai Restaurant Jan 2017 - Jun 2023Norwalk, ConnecticutAn 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!
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Avp, Alm Analytics - TreasurySynchrony Apr 2018 - Mar 2020Stamford, ConnecticutPerform 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 results.Perform in depth analysis of results and work with the ALM team and other functions to understand impacts.Run the monthly Market Risk Working group meetings and present results, explanation of analysis and opinions to the Treasurer and other senior leadership. Create and distribute quarterly reporting to provide details for 10Q and 10K reporting.Work with ALM team and cross-functionally with other teams on projects.Create standard operating procedure documents for all monthly and quarterly tasks performed. Create documentation for projects. -
Avp - Vendor UnderwritingSynchrony Financial Sep 2014 - Apr 2018Stamford, CtPerformed 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 identifying any financial risks to the business.Review and provide advice to senior management of structure of vendor contracts.Assist with regulatory/compliance projects and processes.Perform industry and economic research on an ongoing basis for areas our partners work in (i.e. collections, marketing, IT).Worked with D&B to build out monitoring model for supplier database, created and maintained all relevant documentation and performed monthly ongoing monitoring of model and results.Build and validate monthly and quarterly reporting.Participate in the hiring and onboarding of analysts. Train and track progress of new analysts. -
Associate Research AnalystDeloitte Nov 2012 - Sep 2014Wilton, Ct• 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 Accountability Office (GAO), and Public Company Accounting Oversight Board (PCAOB)• 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 -
Commercial Credit AnalystEquilease Financial Services Mar 2007 - Nov 2012• 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• Complete delinquency reports to establish the performance of different business portfolios -
Data EntryEquilease Financial Services Nov 2006 - Mar 2007Norwalk, Ct• 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 -
Customer Service Technical SupportComcast Cable Mar 2005 - Nov 2006Voorhees, Nj• 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
Daniel Stein, Mba Skills
Daniel Stein, Mba Education Details
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International Business -
Business Management
Frequently Asked Questions about Daniel Stein, Mba
What company does Daniel Stein, Mba work for?
Daniel Stein, Mba works for Pelagic Capital Corporation
What is Daniel Stein, Mba's role at the current company?
Daniel Stein, Mba's current role is VP of Sales.
What is Daniel Stein, Mba's email address?
Daniel Stein, Mba's email address is ds****@****tal.com
What schools did Daniel Stein, Mba attend?
Daniel Stein, Mba attended The University Of Connecticut School Of Business, University Of Phoenix.
What skills is Daniel Stein, Mba known for?
Daniel Stein, Mba has skills like Credit Analysis, Credit Risk, Credit, Underwriting, Risk Analysis, Financial Analysis, Risk Management, Portfolio Management, Business Analysis, Finance, Customer Service, Management.
Who are Daniel Stein, Mba's colleagues?
Daniel Stein, Mba's colleagues are Charles Matthews.
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Daniel Stein, MD, MBA
Nashville, Tn3gmail.com, emboldhealth.com, walmart.com2 +147927XXXXX
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Daniel C. Weinstein, MBA, CA Broker, FAA Pilot
Owner - Manager At Pacific Building MaintenanceSan Diego, Ca1aol.com -
4vt.edu, harris.com, gmail.com, biminicapital.com
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