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.
• 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.

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.
• 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.
• 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.
• 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.

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.
• 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