Daniel Packard Email & Phone Number

Phoenix, Arizona, United States

Phoenix, Arizona, United States

Reporting to Vice-President of Institutional Asset Management, acted as primary client liaison for large nonprofit, tax-exempt institutional clients including universities, hospitals, museums, religious organizations, and private foundations, skillfully managing all matters of endowment and investment account administration and any associated legal issues. Ensured prompt and accurate trust administration.• Discovered long-overlooked issue with an institutional account, presented corrective actions, and secured a new agreement for the correct account type, preserving fees and strengthening the client relationship.• Coordinated $100MM in year-end funding for one of Arizona’s largest nonprofits, aligning efforts across teams and banks to ensure timely deposit and establish a strong foundation for future service.

Phoenix, Arizona

Legal counsel to individuals, families, private businesses, nonprofits, and religious organizations. Focus on estate planning, probate, commercial transactions, charitable giving, and tax-exempt organization law.• Represented a major bank in complex litigation involving trust and guardianship matters, securing a favorable judgment and enabling the client to manage trust administration and investments.• Represented a religious organization in closing a church and selling the property, attracting two bidders and managing negotiations. These efforts maximized the property’s value, resulting in a sale over three times the appraised value.

Phoenix, Arizona, United States

As Executive Director, founded and led an arts nonprofit organization, securing over $350,000 in grants for Arizona artists, sending them to major international competitions such as ArtPrize. Built and sustained a robust donor network, leading fundraising efforts that provided financial support and grants to Arizona artists, and enhanced the local arts community.• Founded an arts nonprofit to promote Arizona artists, managing grants for ArtPrize competitors, resulting in six finalists and boosting Arizona's global art reputation.• Created an annual event to showcase Arizona talent, attracting significant public interest through marketing across social and traditional media, boosting artist visibility and community engagement.

Phoenix, Arizona Area

One of the original 5 attorney co-founders of a first-of-its-kind nonprofit "teaching" law firm, the ASU Alumni Law Group. mentoring new law graduates in various practice areas under the supervision of seasoned attorneys. Helped launch their successful careers in government, private industry, and law firms by providing hands-on legal training.• Led business law, estate planning, and tax-exempt organization sections at ASU Alumni Law Group, enhancing law graduates' confidence and skills to handle client matters in these areas, making them highly sought-after professionals.• Secured clients and cases for the ASU Alumni Law Group, generating revenue to sustain operations while expanding the client base across various practice areas. This consistent influx provided valuable hands-on experience and improved legal training.

Prescott, Arizona, United States

Revitalized Chapel Rock Camp and Conference Center from an annual deficit of $300,000 to profitability within one year by improving internal controls, overhauling operations, upgrading facilities, and enhancing the guest experience for church, corporate, and school groups. Also transformed financial systems with new accounting internal controls and financial reports.• Developed a leadership pipeline at Chapel Rock by mentoring two promising employees, ensuring sustained growth, profitability, and high-quality guest experiences.• Directed construction of a new youth sports field at Chapel Rock, engaging volunteers and raising $100,000. This upgrade enhanced participant experiences and created new revenue opportunities.

Juris Doctor

Activities and Societies: Arizona Law Review, Business Editor; Arizona Law Review Article, "Auditor's Liability for Aiding and Abetting.

Master Of Business Administration

Bachelor Of Science In Business Administration, Accounting

Activities and Societies: Beta Alpha Psi, National Accounting Honorary Fraternity