Daniel Levan, Mba Email and Phone Number
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Dan is a seasoned CFO with over 20 years of experience in SaaS, Real Estate, Banking, Insurance, and Big 4 Accounting. He has managed P&Ls with revenues up to $2.8 billion and earnings up to $500 million, consistently achieving double-digit growth and tax efficiency. Dan has applied his financial acumen and strategic vision across various industries and markets, from global corporations to private equity businesses, delivering significant value creation and risk mitigation.At Fisher Bay, Dan focuses on crafting exceptional multi-family living experiences, driving impressive returns for investors. Through diligent financial management and strategic development, his team has consistently surpassed the 20% advertised annual returns for limited partners. His role encompasses underwriting, construction development, and capital stack optimization, including equity and debt sourcing.Previously, Dan leveraged his CFO skills to prepare Yodo1 Games, an AdTech and Gaming Platform in Asia, for an IPO before 2023. He structured a robust planning and forecasting process, raised round C equity and working capital debt, and ensured compliance with Chinese GAAP and IFRS. He also contributed to the company's innovation and differentiation by utilizing AI and Machine Learning to optimize game monetization.Dan has held significant roles such as divisional CFO for AIG and GE Capital, and divisional CEO for TD Bank. He has extensive international experience in China, the Caribbean, Russia, Southeast Asia, and Latin America, as well as in the United States.He was honored as the SBA Tennessee Small Businessperson of the Year in 2017 and holds an MBA from DePaul University. Additionally, Dan has 12 licenses and certifications, including a CPA.
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Commercial Acquisition DirectorRei AcceleratorChattanooga Valley, Ga, Us
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Business PartnerFisher Bay Mar 2020 - PresentChattanooga, Tennessee, Us- Mixed Use and Multifamily commercial segments.- Raised Equity and Debt for the capital stack.- Partnering with investors to provide great multi-family community experiences through syndications and joint ventures. Advertised Annual Returns 20+% for LPs but we exceed expectations.Fisher Bay believes that providing great residence experiences will lead to strong communities, happy tenants, and ultimately, great returns for our investors. Role is Financial, Underwriting, Construction Development, Asset Management, Equity and Debt Capital Raise. -
Chief Financial OfficerYodo1 Games Mar 2021 - Feb 2022Beijing, Beijing, Cn(Remote) - Prepare SaaS Platform IPO before 2023. Yodo1 is an AdTech and Gaming Platform in Asia for developers to monetization games. Preparing qualified earnings for 3 years in Chinese GAAP and IRFS.- Structuring a Planning / Forecasting Process. FP&A & KPI for daily, weekly, monthly, and Quarterly reporting. High Growth company.- Raising Round "C" Equity and supplemented with Working Capital Debt for the Capital Stack. Different waterfalls.AI and Machine Learning exponentially improves efficiency for new and developing games to maximize the game developer's monetization. -
Financial Officer - Captive Insurance10Xb Captive Jan 2019 - Mar 2020Providing and Underwriting Insurance solutions to Corporations domestically and internationally for middle market companies. Experienced management and advisory leadership available to captive companies. -
Chief Financial Officer / DirectorEnerg3 Dec 2012 - Mar 2020Chattanooga, Tennessee, Us- Received the TVA Distinguished Award and Tennessee’s SBA Business Person of the Year; 1st to win SBA award in Chattanooga since 1962.- Championed only Commercial Construction client satisfaction by producing savings of 20-40% with a 20%+ return.- Identified, quantified, and captured Clean Energy incentives, rebates, tax credits, and grants. Raised Equity and Debt for the Capital Stack.- Raised start-up Round A and B capital for business. Supplemented the Capital Stack with debt for working capital.- Closed business due to not meeting financial objectives. -
Managing Director / Professional Board Member, Captive InsuranceAmphora Financial Group Aug 2012 - Jul 2013Bridgetown, BbProviding and Underwriting solutions for high net worth Canadian and UK families, such as Life Insurance, IBCs, and Captive insurance companies. On 30+ Canadian and U.K. client boards such as; subsidiaries boards for Agnico Eagle Mines, Bombardier, Goldcorp, Laurentian Bank , and Willis Canada. -
Chairman And Managing Director Of Td Reinsurance (Barbados)Td Bank Group Sep 2010 - Dec 2012Toronto, Ontario, Ca- Improved Board Governance; developed and implemented of Risk Appetite Statement, Dashboard, and Scorecard. Obtained Rating Agency AM Best Rating upgrade to "A-" credit risk.- Deployed diverse strategies and tactics to achieve 10%+ CAGR, integrate activities with other TD businesses. Premium Revenue base of ~1.4 billion. EBITDA Represented 7-12% of TD Bank’s holding company's earnings. Earning After Tax was ~$500M.- Underwrote, Packaged, and Sold Canadian Risk (Mortality, Morbidity, Credit) to Europe and Asia counter-parties. Improved pricing by 45-50 bpts that diversified the risk and saved $15-25M annually in profits.- Rehired by previous boss and President of Genworth Life Insurance Additionally, Board Director for TD International, Inc., TD Reinsurance (Ireland), and Canada Trust International, Ltd. (IBC Bank). Overseas this business model critical for one of the world's largest, strongest, and fast growing banks. -
Cfo Of Insurance Company And Svp Of Capital Markets & ReinsuranceGenworth Financial Oct 2007 - Sep 2009Glen Allen, Virginia, Us(Was GE Capital) - As CFO, financially oversaw strategic and financial planning, budgets, accounting, reporting, cashflow testing, and analysis; $15B Assets, $2-3B Revenue; $300M EBITDA. Partnered with President in presenting business to CEO, Directors, and Analysts. De-risked portfolio of mortgage investments before ’08 ended.- As Capital Markets, Oversaw domestic companies: $12B Assets, $3B Assets Under Management, $300B Indemnity Face. Underwrote, Packaged, and Securitized $2.8B of risk during the ‘09 financial crisis. Securitized/Financed the mortality cashflows. Directed Capital Units with total reports of 25+ employees including 3 Vice Presidents.- Extensive knowledge of finance, actuarial science, accounting, and audit to lead a Financial, Risk, and Underwriting organizations. SEC Reporting, US GAAP, Canadian IPO experience.- Rehired by previous boss and CFO of AEGON Transamerica Reinsurance Company. -
International Cfo/ Controller (Alico A Aig Sub)Aig Mar 2004 - Nov 2007New York, Ny, Us- Navigated the company to profitability in 30 months (from start-up) with 50% less than expected capital budgeted. Captured 30+% market share in 3 yrs. Opened 18 agency offices in 15 cities across European Russia. Growth from inherited concept to $100M+ in revenue. Responsible for Financial and Underwriting disciplines.- Due to success in Russia, expanded into Central and Eastern Europe with a series of start-ups. Directed financial planning, budgets, accounting, operations, reporting, cash management and analysis which included 6B Assets; $2-3B Revenue; $500M Net Income. Managed financial planning, budgets, accounting, operations, reporting, cash management and analysis.- Advanced Underwriting team on large individual and group Life and Health policies. Resolved large claims to prevent or detect fraud.- Valued and negotiated purchase of minority shareholders for AIG / ALICO companies in Russia, Poland, Czech, and Hungary.- “Hank” Greenberg era! -
Vice President Of Finance And Operations, International Reinsurance DivisionTransamerica Nov 2001 - Mar 2004Baltimore, Maryland, Us- High Growth from start-up (inherited concept) to $300M within 3 years. Team member that grew EBITDA from the negative start-up to $350M. Traded, accounted, reported, and managed Insurance Risks - credit, mortality, and morbidity risks.- Maintained full responsibility for financial and operational functions for division. Risk locations included: Argentina, Chile, Mexico, China, Australia, Singapore, Hong Kong, Japan, Korea, Taiwan and Ireland.- Directed from AEGON and reported Dutch GAAP and IFRS financials. Responsible for Operations and Finance disciplines. -
Avp Reinsurance, M&A Team, Advanced Uw TeamUnum Jul 1995 - Oct 2001Chattanooga, Tn, Us- On the M&A and Due Diligence Teams to purchase Paul Revere and Merge with Unum. Represented the consolidator.- Divested of two (2) Lloyds of London syndications and all the Duncanson & Holt's Pools. Risk included Planes, Satellites, and other risks not common in the marketplace.- Lead the consolidated Reinsurance team in regards to planning, vendor selection, initial set-up, and implementation of contracts and treaties. -
International Financial AnalystAbbott Laboratories 1989 - 1994Abbott Park, Illinois, Us- Joint Venture in Russia and in China on Infant Formula Manufacturing during the Cold War.- Transfer Pricing analysis for all 120 different countries / locations, including off shore tax havens.- Typical FP&A planning, consolidating, and reporting for International division. Plans and budgets three (3) times annually. -
Supervisor / AuditorPwc 1984 - 1989Gb- Advised assisted on Due Diligence on Management Leverage Buy-out from Nestlé Purina.- Initial Public Offering of Electronic's Manufacture. SEC Filing and Audits.Various M&A projects including Canadian Electronic's parts and components.- Traditional Public Accounting Experience with Big 4 firm.
Daniel Levan, Mba Skills
Daniel Levan, Mba Education Details
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Depaul Driehaus College Of BusinessInternational Finance -
University Of Illinois Urbana-ChampaignCertified Public Accountant (Cpa)
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Grace College & SeminaryAccounting And Finance
Frequently Asked Questions about Daniel Levan, Mba
What company does Daniel Levan, Mba work for?
Daniel Levan, Mba works for Rei Accelerator
What is Daniel Levan, Mba's role at the current company?
Daniel Levan, Mba's current role is Commercial Acquisition Director.
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What schools did Daniel Levan, Mba attend?
Daniel Levan, Mba attended Depaul Driehaus College Of Business, University Of Illinois Urbana-Champaign, Grace College & Seminary.
What are some of Daniel Levan, Mba's interests?
Daniel Levan, Mba has interest in Science And Technology, Children, Environment.
What skills is Daniel Levan, Mba known for?
Daniel Levan, Mba has skills like Finance, Insurance, Risk Management, Strategic Financial Planning, Financial Services, Strategic Planning, Financial Planning, Mergers And Acquisitions, Business Planning, Leadership, Start Ups, Financial Modeling.
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