Daniel Ortwerth Email & Phone Number

St. Louis, MO, US

Greater St. Louis

Develop global, multi-asset investment strategies for individual and institutional clients at a Registered Investment Advisor (RIA) with approximately $12 billion in assets under management or advisement (AUM)+ Conduct top-down qualitative and quantitative analysis of geopolitics, global economics, military budgeting, defense industry, and financial market.

Greater St. Louis

• Directs budgeting and allocation of New Business Funds in support of $14.3 billion Long Range Business Plan. Manages planning and execution of expenditure plans and fund flows for more than 120 separate investment.
• Directed full-scale analysis and reallocation exercise upon assumption of role, affecting 60% of the entire portfolio, resulting in immediate 75% reduction in overspent accounts and $1 million repurpose of investments.
• Leveraged experience directing capture teams to develop lessons learned and best practices for proposal development, resulting in implementation of process improvements across entire business unit portfolio.

Greater St. Louis

• Directed business capture efforts for classified program with $5 billion Long Range Business Plan and $40 million annual cash flow. Developed strategy, formed and led teams for complex, competitive cross-organizational.
• Led capture team for Joint Simulation Environment Visual Display System competitive proposal, including in-depth analysis of range of leading potential competitors, resulting in contract award valued at $26 million.
• Won $800 million of multi-year funding for predictive health and maintenance solution for the US Air Force, resulting in introduction of proven commercial/Navy Mission Accelerator system for a new set of customers.

US Air Force Academy

• Developed, presented, administered 300-level course material for Corporate Finance and Investments Finance academic courses to senior officer candidates.
• Developed entirely new course and testing criteria for two courses and taught 15 sections of students, resulting in upgraded/contemporary course material arming 300 officer candidates bound for managerial positions.

Colorado Springs, Colorado, United States

Integrated three different sources of money (Operations, Research, Gift Funds) into one synchronized $100 million budget for an organization spanning 35 separate departments and agencies.- Directed the design and implementation of new accountancy, reporting, control, and capital budgeting systems; transformed expense control and government budgeting.

Scott AFB, Illinois, United States

• Led Planning, development, and initial operations of entirely new Crisis Response Team (CRT). Directed foundational and advanced training to CRT functional and geographic specialists. Trained more than 300 members..
• Developed operating instructions, procedural guides, and positional checklists for HQ AMC Crisis Battle Staff (CBS) which yielded 100% preparation and training of initial cadre for new enterprise-wide organization.
• Directed CBS during Operation UNITED ASSISTANCE (Ebola response), exercises GLOBAL THUNDER and TURBO CHALLENGE, resulting in Full Operational Capability, 100% mission accomplishment.

Greater St. Louis

• Directed a 7-member team to design, establish, and maintain theaterwide datalink systems and architecture. Directly responsible to senior operational commander for fulfillment of all critical information requirements..
• Integrated all systems and sources of information into one unified, common operational picture, resulting in the provision to the senior commander of continuously updated, complete visibility of all forces and movements.
• Coordinated, planned, and executed Distributed Mission Operations (DMO) and reach-back operations. Collect, review, and disseminate data on tactics and employment for friendly and enemy weapons systems.

Scott AFB, Illinois, United States

• Developed and implemented fuel efficiency initiatives for Mobility Air Force operations, largest consumer of petroleum in Department of Defense. Initiatives ranged from targeted improvements of specific aircraft to.
• Led comprehensive, ongoing study of the C-17 aircraft program. Identified more than twenty concept-enhancements, resulting in programmed life-cycle savings of more than $1 billion in fuel costs.
• Developed enhanced-precision aircraft refueling policies and procedures for the entire airlift fleet, optimizing fuel budget and resulting in annual fuel savings for airlift fleet of more than $10 million.

Greater St. Louis

• Directed and conducted the fundamental equity research process for individual stocks and industry groups within the Industrials sector. Led competitive assessments across companies and industry groups. Developed and.
• Independently analyzed multiple industry sub-sectors (defense, transportation, materials), actively assessing 50+ companies, resulting in recommendations consistently generating excess return relative to benchmarks.
• Performed more than 400 internal and external media and marketing interviews and presentations, resulting in greater than a 50% average increase in firm holdings of targeted, positively recommended securities.

Greater St. Louis

• Provided research and analysis in support of senior analyst’s coverage of fixed-income closed-end mutual funds of various styles and asset classes. Conducted contingency analysis on debt securities of companies across.
• Developed and maintained internal research reports for 40 closed-end funds and provided further analysis of non-covered funds, resulting in continuous coverage of nearly $8 billion of client exposure.
• Conducted more than 30 due-diligence analyses of corporate debt securities, resulting in timely identification and notification of changing corporate risk profiles.

Greater St. Louis

• Provided research and analysis in support of coverage of Financial Technology industry. Composed industry- and company-specific reports; developed marketing presentations for use with institutional clientele..
• Developed and managed production of institutional marketing material, resulting in effective contact with more than 200 institutional clients.
• Conducted analyses of 17 companies in payment processing, asset service/administration, and general financial services industries, resulting in more than 50 company and industry reports.

C-130 PilotSpeechwriterPublic Affairs Officer

Master Of Business Administration (M.B.A.), Finance, General

Master Of Military Operational Art And Science, Military Joint Operations Planning And Strategy

Bachelor Of Science (B.S.), Russian History