Daniel P. Email & Phone Number

New York, Ny, Us

Paramus, New Jersey, United States

Provides dedicated operational and sales support to Wealth Financial Advisors for Private Banking Client Relationships, assisting in all areas of practice including relationship management, service, and administration.** Exceeded expectations in overall business performance in 2021, building a strong partnership with Wealth Advisors and finding the balance of managing risk and client satisfaction.** Provided exceptional client experience with timely follow-up on requests, accurate transactions, and efficient resolution of complaints.

New York, Ny

Leveraging tenure in the financial services industry to cultivate and strengthen productive client relationships with high-net-worth individuals while growing business. ** Assisting affluent clients with large/complex banking and credit needs.** Making daily recommendations based on financial needs and clients’ short and long-term goals, providing them with several financial products for banking, investment, and retirement. ** Constantly enhancing the customer experience and helping clients use innovative banking technology.

Brooklyn, Ny

Maintained payroll information by collecting, calculating, and entering data for one of the world’s leading entertainment companies.** Updated payroll records by entering changes in exemptions, job title and department/division transfers.** Provided payroll information and requests.

New York, Ny

Expertly managed a portfolio of more than 100 Private Client households and over $50 million in deposits and investments. Measured transaction risks based upon deal structure, collateral, and credit enhancements.** Recognized for having "exceeds expectations" annual performance scorecard in the last two years by growing business, tailoring client solutions, and solving complex challenges.** Helped produce 7.6% and 29% increase in pre-tax earnings in 2017 and 2016 respectively through delivery of investment and credit options leading to new balances in deposit, investment, and loan portfolios.** Participated in credit transactions across industries performing credit analysis and assessment on macroeconomic environment and market competition.

Kenner, La

Actively sustained the bank strategy, philosophies, and values, adding to the achievement of a high performance culture. Trained and directed Licensed Bankers in all aspects of sales, servicing, and client relations to accomplish profitability goals. Manage various internal projects to improve efficiency and achieve the bank strategic objectives. ** Improved overall performance by analyzing internal financial reports to create metric systems offering insights on producer performance and banker process improvement.** Sustained high level of production and upheld an average of 19.52% pre-tax earnings and 10.98% net revenue growth per year for four years.** Achieved net customer acquisition growth of 3.82% average per year, exceeding national bank average for four years.

Kenner, La

Consulted with customers on financial needs and made recommendations on various financial products for banking, credit, investment, and retirement solutions. Promoted new business for the bank by growing and maintaining strong customer relationships.** Achieved Top Producer status for Kenner team in 2009 and 2010 through client relationship management and portfolio monitoring. ** Partnered with specialists in retail lending, small business, and investments capitalizing on ways to grow revenue.

Atlanta, Ga

Analyzed and assessed financials and made recommendations on a case-by-case basis for portfolio and business clients. Optimized credit approval and monitoring processes as an intermediary between business units and senior credit teams.* Achieved Top Loan Consultant Producer for Atlanta Midtown Home Loan Center in 2007 by earning clients trust and averaging 2.4 loan closings per month.* Initiated and maintained optimal business relationships with a diverse client base and rapidly grew business by forming referral sources with home builders, realtors, and financial planners.* Sharpened turnaround loan closing process by 20% by improving communication within cross-functional teams and streamline the pre-credit review of loan packages.* Designed and presented first-time homebuyer seminars with a concentration on low-and-moderate income borrowers.

Master’S Degree, Master Of Business Administration (Mba), Finance Concentration, Gpa 3.91/4.00

Activities and Societies: ** Master’s Marcus B Christian Scholarship Award, 2010-2012 ** NSHMBA Scholarship Award, 2010-2012 ** Member.

Bachelor’S Degree, Business Administration, Gpa 4.00/4.00

Activities and Societies: ** College of Business Administration Award: Top Overall Graduating Student, 2005-2006 ** College of Business.

Bachelor’S Degree, Finance, Gpa 4.00/4.00

Activities and Societies: ** Finance Department Award: Top Graduating Student, 2005-2006 ** Chancellor’s Award for Exceptional Academic.

Education record