Daniel Stein, Mba

Daniel Stein, Mba Email and Phone Number

New York, NY, US
Daniel Stein, Mba's Location
New York City Metropolitan Area, United States
Daniel Stein, Mba's Contact Details

Daniel Stein, Mba work email

Daniel Stein, Mba personal email

n/a
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.

Daniel Stein, Mba's Current Company Details
Pelagic Capital Corporation

Pelagic Capital Corporation

View
VP of Sales
New York, NY, US
Website:
pelagicef.com
Employees:
21
Daniel Stein, Mba Work Experience Details
  • Pelagic Capital Corporation
    Vp Of Sales
    Pelagic Capital Corporation
    New York, Ny, Us
  • Pelagic Capital Corporation
    Svp Sales
    Pelagic Capital Corporation Feb 2024 - Present
    Connecticut, United States
  • Baan Boom Llc
    Member
    Baan Boom Llc May 2016 - Aug 2024
    Wilton, Connecticut
  • Wells Fargo
    Senior Credit Underwriter
    Wells Fargo Oct 2022 - Jan 2024
    United 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
  • Global Jet Capital
    Portfolio Analyst
    Global Jet Capital Mar 2020 - Jul 2023
    Danbury, 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
  • Boom Thai Restaurant
    Co-Owner
    Boom Thai Restaurant Jan 2017 - Jun 2023
    Norwalk, Connecticut
    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!
  • Synchrony
    Avp, Alm Analytics - Treasury
    Synchrony Apr 2018 - Mar 2020
    Stamford, Connecticut
    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 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.
  • Synchrony Financial
    Avp - Vendor Underwriting
    Synchrony Financial Sep 2014 - Apr 2018
    Stamford, Ct
    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 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.
  • Deloitte
    Associate Research Analyst
    Deloitte Nov 2012 - Sep 2014
    Wilton, 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
  • Equilease Financial Services
    Commercial Credit Analyst
    Equilease 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
  • Equilease Financial Services
    Data Entry
    Equilease Financial Services Nov 2006 - Mar 2007
    Norwalk, 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
  • Comcast Cable
    Customer Service Technical Support
    Comcast Cable Mar 2005 - Nov 2006
    Voorhees, 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

Credit Analysis Credit Risk Credit Underwriting Risk Analysis Financial Analysis Risk Management Portfolio Management Business Analysis Finance Customer Service Management Analysis Technical Support Banking Financial Risk Compliance Ethics Accounting Microsoft Excel Microsoft Office

Daniel Stein, Mba Education Details

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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