Daniel Rada Email and Phone Number
Since joining The Opportunity Network in 10th grade, I discovered my excitement for building long-term relationships.Collaborating with various internal and external teams in banking, I provided Healthcare client coverage and aided clients in their growth through transaction execution. By performing financial analysis, preparing presentations to educate clients, communicating with lenders, and delivering syndication strategies, I contributed to 4 deals totaling $10.7 billion in size and generating over $20.0 million in revenue for J.P. Morgan.Fascinated by the ever-changing products and the opportunity to maximize client results in the customer-centric SaaS space, I switched lanes into tech. At PayIt, I became the go-to person for Impact Reports - client-facing one-pagers that demonstrated results through data, analysis, client-specific metrics and visuals - helping CSMs solidify renewals and resulting in greater engagement and positive client feedback. I also oversaw the implementation of a Client Success software platform, created slides for Quarterly Business Reviews and created guides to streamline workflow processes. In my spare time, I enjoy working out, biking, basketball, and watching thriller or comedy movies. Always down to connect with more people!
The Opportunity Network
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The Opportunity NetworkNew York, Ny, Us
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Associate, Career SuccessThe Opportunity Network Jul 2024 - PresentNew York, New York, Us
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Client Success AssociatePayit Oct 2021 - May 2022Kansas City, Mo, UsLeveraged data to create 12 “Impact Reports” that demonstrated value-add to 11 clients, making it easier for Client Success Managers (CSMs) to solidify renewals and resulting in greater engagement and positive client feedbackOversaw the implementation of the Client Success (CS) software platform and trained CSMs on best practices for use, which reduced the learning curve by dozens of hours, increased CSM onboarding speed, enhanced visibility for leadership, and improved coordinated client managementStreamlined three workflow processes by creating actionable guides with key steps, examples, colleagues involved, and timelines Created slide decks for Quarterly Business Review presentations and strategized with CSMs on data trends and talking pointsEnhanced “Impact Reports” by incorporating graphics, a cost-savings analysis, and client-specific metrics based on the agency’s goals -
Client Success InternPayit Apr 2021 - Oct 2021Kansas City, Mo, Us
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Customer Success FellowshipSv Academy Mar 2021 - Apr 2021San Francisco, California, Us -
Leveraged Finance / Corporate Client Banking AnalystJ.P. Morgan Jun 2020 - Feb 2021New York, Ny, UsInteracted with high-profile clients as an integral part of the newly created Healthcare team on four transactional executions, including two acquisition-financing deals, totaling $10.7 billion and generating over $20.0 million of revenueManaged relationships with dozens of internal contacts as well as 20 external parties to ensure successful syndication and timely delivery of commitmentsAnalyzed financial documents to prepare over 40 decks and marketing materials used in client meetings as well as materials needed for ultimate deal approval by senior management, helping ensure 100% of my deals closed -
Leveraged Finance / Corporate Client Banking Summer AnalystJ.P. Morgan Jun 2019 - Aug 2019New York, Ny, UsPrepared and presented a 30-slide client pitchbook that included a debt market update, a dashboard of appropriate financing solutions, a debt capacity analysis, a comparable company analysis, and my recommendation for a debt product and a treasury productSpread and analyzed historical financials, completed a debt capacity analysis, and contributed nearly a dozen slides to a pharmaceutical company pitch my team presented to the clientCreated numerous Public Information Books and Earning Summary reports, resulting in increased client knowledge for my managers
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Treasury InternAmalgamated Bank Jul 2018 - Aug 2018New York, Ny, UsConducted savings account balance analysis for last 4 years, illustrated trend on a graph, and created a summary table to measure against expectationsCalculated loan allocations across states for 16 CLOs and analyzed data to assess bank exposure and diversity to create a dynamic table and chart which was presented to the CEO at the monthly investor meeting -
Citi Early Id Leadership Program - Corporate Banking TrackCiti Apr 2018 - May 2018New York, New York, UsSelected for competitive development program focused on identifying, mentoring, and training diverse talentReceived mentorship, industry exposure, and technical training -
Investment Banking AnalystBaruch Finance And Economics Society Oct 2017 - Dec 2017
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New Business Initiatives InternAmalgamated Bank Jul 2017 - Aug 2017New York, Ny, UsCreated a slide deck for a new business proposal, researching and presenting essential information and leading to the successful approval of the projectLed a competitive business analysis by researching and analyzing data regarding 10 possible competitors for a new business opportunity and then made 3 suggestions based on my analysisCalculated 2 years worth of donation contributions and created a presentation based on the data, leading to greater insight for my manager
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Chief Marketing Officer, Infinite Investment SolutionsVirtual Enterprises International, Inc. Sep 2015 - Jun 2016New York, Ny, UsLead my marketing department of 5 people in implementing and developing marketing, business development, and public relation plans, such as our Trade Show themePracticed presentation skills, research skills, and communication skills to effectively promote the firm -
Equity Capital Markets InternWells Fargo Securities Jul 2015 - Aug 2015San Francisco, California, UsCollaborated with 2 fellow interns on a 6-week Merger & Acquisitions project that was presented to a group of 10 chiefs and senior membersContributed to the ECM team by assisting with research and assignments
Daniel Rada Education Details
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Baruch CollegeGeneral
Frequently Asked Questions about Daniel Rada
What company does Daniel Rada work for?
Daniel Rada works for The Opportunity Network
What is Daniel Rada's role at the current company?
Daniel Rada's current role is Associate, Career Success at The Opportunity Network.
What schools did Daniel Rada attend?
Daniel Rada attended Baruch College.
Who are Daniel Rada's colleagues?
Daniel Rada's colleagues are Oppnet Recruitment Team, Annette Sanchez Rendon, Victoria Akinwotu-Adewale, Jenne Chen Zheng, Angie Delgado Vera, Farhat Ahamed, Shafi Ahmed.
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