Daniel Lopez Email & Phone Number

United States

• Developed >20 equity research report in team-based approach, spearheading the Financial Analysis section.
• Employed advanced research techniques and Excel expertise to construct detailed intrinsic and relative valuation model.
• Successfully communicated complex findings to a diverse audience of >130k readers, ensuring broad dissemination.

Birmingham, Alabama, United States

• Spearheaded a targeted marketing campaign for downpayment assistance loans, resulting in a $10mm portfolio expansion within one year and exceeded departmental growth goals by 20%.
• Implemented a comprehensive risk assessment analyzing income stability, debt-to-income ratios, and property value forecasts, resulting in a 10% reduction in loan delinquencies, saving the company ~$13mm annually.
• Optimized client interest rates by leveraging historical Fed data. This generated an average saving of 75bps for borrowers locking in fixed rates, translating to an estimated $40k per loan and $2 million for 50 clients.

Birmingham, Alabama, United States

• Empowered a team of 12 sales and service professionals through goal setting, prioritization, and time blocking. This prompted a 15% increase in average productivity, translating to a 20% boost in sales volume and.
• Quantified inventory demand through ABC analysis and demand forecasting, producing a 15% reduction in excess inventory and a 20% improvement in inventory turnover rate (from 3x to 3.6x per year)
• Leveraged historical sales data to segment pricing strategies, resulting in a 10% increase in average deal size and engineered data-driven upselling recommendations, driving a 12% revenue growth.