I may not be a super-hero, but I do consider myself a champion for small to medium businesses and real estate investors who need a financial partner who becomes their trusted advisor. Focusing on the success of others around me has propelled me through my career. I started my post-college career in the banking industry working in the credit department learning the nuts and bolts of underwriting and analysis. I learned that not only was the work interesting and rewarding but that I’m darn good at helping people meet their financial goals.I decided to go back and get my MBA because I wanted to be exposed to all the facets of business, not just finance. This has definitely helped me become a well—rounded advisor and business resource for my clients. I BELIEVE: I will only be as successful as my clients.What I’m Known For:• I simplify the banking process • I have empathy and compassion for where each client is at• Relational before transactional• Patient & thoughtful in how I respond• Solution-oriented - focused on finding the ‘right’ solution• Sense of humor – don’t take myself so seriously When not at work, I like to be outside, fly fishing or exploring nature. My wife and I love to travel– a favorite place so far was Ireland. Next place I want to visit is Southeast Asia.At your service,Email: danm@roundbank.com
Listed skills include Commercial Banking, Banking, Credit, Finance, and 39 others.
