Daniel Rada Email & Phone Number

New York, Ny, Us

New York, New York, Us

Kansas City, Mo, Us

Leveraged 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

Kansas City, Mo, Us

San Francisco, California, Us

New York, Ny, Us

Interacted 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

New York, Ny, Us

Prepared 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

New York, Ny, Us

Conducted 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

New York, New York, Us

Selected for competitive development program focused on identifying, mentoring, and training diverse talentReceived mentorship, industry exposure, and technical training

New York, Ny, Us

Created 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

New York, Ny, Us

Lead 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

San Francisco, California, Us

Collaborated 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