Dan English, Cpa, Mtx

Dan English, Cpa, Mtx Email and Phone Number

Senior Vice President - Relationship Manager @ Rockefeller Capital Management
Lawrenceville, GA, US
Dan English, Cpa, Mtx's Location
Lawrenceville, Georgia, United States, United States
Dan English, Cpa, Mtx's Contact Details

Dan English, Cpa, Mtx work email

Dan English, Cpa, Mtx personal email

n/a

Dan English, Cpa, Mtx phone numbers

About Dan English, Cpa, Mtx

Senior finance and operations executive focused on creating and maintaining wealth, driving profitability, capitalizing on opportunities and building sustainable teams. Ability to cross-over all functional areas of business to create value for stakeholders at each level.Skills extend from private equity, complex financial reporting, income tax strategy and management, debt and capital raising, private wealth management, domestic and international treasury management, activity based costing, manufacturing and distribution, restructuring, process analysis and optimization all the way through to thoughtful, growth-minded mentoring of colleagues and associates throughout the organization.

Dan English, Cpa, Mtx's Current Company Details
Rockefeller Capital Management

Rockefeller Capital Management

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Senior Vice President - Relationship Manager
Lawrenceville, GA, US
Dan English, Cpa, Mtx Work Experience Details
  • Rockefeller Capital Management
    Senior Vice President - Relationship Manager
    Rockefeller Capital Management
    Lawrenceville, Ga, Us
    View
  • Rockefeller Capital Management
    Senior Vice President - Relationship Manager
    Rockefeller Capital Management May 2022 - Present
    New York, New York, Us
    Senior Relationship Manager working with UHNW clients to create, grow and maintain family wealth in the most tax-efficient manner.Senior-level experience in all areas of family office services and offerings including tax, financial reporting and accounting, wealth management, trusts and estates and all insurance matters.
    View
  • Mud Pie Llc
    Senior Executive Vice President Of Finance
    Mud Pie Llc Oct 2014 - Apr 2022
    Stone Mountain, Georgia, Us
    Senior financial executive, responsible for all financial aspects of the business. Top objective is creating value for the enterprise as we grow to the next level.Successfully navigated the company through refinancing and capital profile restructuring ensuring liquidity and solvency for many years of growth to come.Contributed to the doubling of revenues in a 4 year period by expanding the use of credit while improving quality of AR portfolio across all metrics.Successfully overhauled the relationship with the sales organization through building partnerships and providing innovative credit and sales programs, to improve the ability to sale products and grow market share.Restructured finance area of business to reduce monthly close cycles by 66% while dramatically increasing accuracy and relevance of financial information for users. Third party users of financial reporting package acknowledge the high quality of monthly reporting deliverable.Significant operations experience including developing workflow, labor management, activity-based management and innovating new processes.July 2016 and June 2018 - Recognized by our external sales representative group for their OneCoast Core Values Award - Only non-OneCoast employee to ever be nominated. "Besides Mud Pie's fantastic product and OneCoast's sales and marketing teams, Dan has helped grow our sales more than any other single factor." - OneCoast Sales Leadership
    View
  • Mud Pie Llc
    Controller / Executive Manager
    Mud Pie Llc Sep 2013 - Oct 2014
    Stone Mountain, Georgia, Us
    Responsible for finance area of business while reporting to CFO. Objective is to grow value of the business through improving processes, building teams, and partnering with business colleagues to serve internal and external customers.
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  • Larson-Juhl
    Corporate Controller / Executive Manager
    Larson-Juhl Nov 1995 - Sep 2013
    Norcross, Georgia, Us
    Leads SEC reporting, income tax planning and compliance, financial management, planning, forecasting and analysis, international financial management, cost management and revenue opportunities. Has served for 12 years on the Executive Management team contributing to strategic direction and execution for the world's largest manufacturer and distributor of products in the custom framing industry. Leads risk management efforts and relationships.In depth experience includes global financial management, SEC reporting, debt issuance, offering memorandums, financial planning, budgeting and analysis, mergers and acquisitions and integrations, tax planning and compliance, cost accounting and management, turnaround & restructuring, manufacturing and distributions, risk management, change management, profitability initiatives and acknowledged leader of company values and culture.Founded and chairs Company's Community Services team and is on steering committee of Company's Learning Advisory, 401K and Sustainability teams. Created Company's Larson-"Jewel" of the Year Award.
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  • Gwinnett County Public Library
    Chairman Of Library Board
    Gwinnett County Public Library Aug 1999 - Apr 2006
    Managed and directed policy of Executive Library Board and Library Leadership Team - Awarded and Recognized as the National Library System of the Year in the United States in 2000.

Dan English, Cpa, Mtx Skills

Forecasting Accounting Budgets Mergers And Acquisitions Strategic Planning Executive Management Leadership Finance Auditing Tax Financial Analysis Financial Reporting Analysis Managerial Finance Internal Audit Tax Accounting Cpa Due Diligence Risk Management Tax Preparation Strategic Financial Planning Investments Income Tax Tax Advisory Financial Planning Sarbanes Oxley Act Tax Returns Financial Accounting Profit Maximization Internal Controls Corporate Tax Sec Filings Process Improvement Change Management International Tax Pricing P&l Corporate Finance Budgeting Us Gaap Tax Research Small Business Sec Financial Reporting Competitive Analysis Start Ups Cost Management Mergers And Acquisitions Community Relations Management Income Statement

Dan English, Cpa, Mtx Education Details

  • University Of Colorado Boulder - Leeds School Of Business
    University Of Colorado Boulder - Leeds School Of Business
    Finance/Accounting
  • Georgia State University
    Georgia State University
    Taxation

Frequently Asked Questions about Dan English, Cpa, Mtx

What company does Dan English, Cpa, Mtx work for?

Dan English, Cpa, Mtx works for Rockefeller Capital Management

What is Dan English, Cpa, Mtx's role at the current company?

Dan English, Cpa, Mtx's current role is Senior Vice President - Relationship Manager.

What is Dan English, Cpa, Mtx's email address?

Dan English, Cpa, Mtx's email address is bo****@****ast.net

What is Dan English, Cpa, Mtx's direct phone number?

Dan English, Cpa, Mtx's direct phone number is +167893*****

What schools did Dan English, Cpa, Mtx attend?

Dan English, Cpa, Mtx attended University Of Colorado Boulder - Leeds School Of Business, Georgia State University.

What are some of Dan English, Cpa, Mtx's interests?

Dan English, Cpa, Mtx has interest in Family, Coin Collecting, Investing Competitions, Fantasy Sports, Digital Photography.

What skills is Dan English, Cpa, Mtx known for?

Dan English, Cpa, Mtx has skills like Forecasting, Accounting, Budgets, Mergers And Acquisitions, Strategic Planning, Executive Management, Leadership, Finance, Auditing, Tax, Financial Analysis, Financial Reporting.

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