Daniel Hanrahan Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

• Drove strategic initiatives to boost digital adoption and communication for U.S. Bank’s digital products, elevating internal client education and support.• Transformed manual cash transaction processes into a streamlined digital system for the enterprise risk management division, improving efficiency and accuracy.• Orchestrated communication efforts for the SEC’s transition to a shortened trade settlement cycle (T+3 to T+1), securing regulatory compliance and preparing clients for the change.• Designed and implemented solutions to optimize the American Depository Receipt tax reclaim process, enhancing efficiency for Wealth Management clients.

Milwaukee, Wisconsin, United States

• Steered communication strategies for a major custodial and accounting platform migration, ensuring seamless client transitions and uninterrupted operations.• Launched and facilitated bi-weekly fireside chats with senior leadership, fostering employee engagement and inspiring the WMIS team during a tumultuous period of transition.• Achieved $250K in annual savings over five years by crafting and executing a digital communication plan that streamlined processes and reduced costs.• Designed and executed a comprehensive communication plan for data feed migrations, elevating client experiences and streamlining operational workflows.

Milwaukee, Wisconsin, United States

• Led and motivated a team of 18 relationship managers, spearheading the oversight of 200+ client accounts and driving over $190M in annual servicing revenue.• Achieved 100% client retention and delivered a 15% annual revenue increase by proactively resolving issues and fostering strong client engagement.• Directed treasury management revenue strategies for Global Fund Services clients, streamlining fee structures to align with corporate objectives and enhance client value.

Milwaukee, Wi

• Led and inspired a team of 8 relationship managers overseeing a $2.5 billion portfolio, managing both registered and alternative products with precision and impact.• Earned the prestigious U.S. Bank 'Legends of Possible Award' in 2018 by fueling a 29% surge in Money Market Fund deposits.• Championed cross-departmental collaboration, driving increased client adoption of custody products and enhancing organizational synergy.

Milwaukee, Wi

• Oversaw and nurtured an $18 billion portfolio, building strategic partnerships with mutual fund companies and unlocking new business opportunities.• Delivered $500K in new annual revenue and earned the U.S. Bank "Platinum Award" for exceptional revenue growth and business impact.• Pioneered the RM Resource Center-a transformative tool for empowering and advancing the education and development of relationship managers.

Milwaukee, Wi

• Directed daily operations for broker/dealer and mutual fund family.• Prepared Communications for both Board of Director Meetings.• Created marketing and goal setting projects to engage registered representatives.• FINRA Series 6, 26, 51, 63 licenses• Ad Review Principal

• Fund accountant.• Shareholder services.• Research analyst.

Certificate In Executive And Performance Leadership, Organizational Leadership

Online certificate course through the SC Johnson College of Business on performance and executive leadership. Knowledge development.

Education record