Dan Warren Email & Phone Number

Mesa, Az, Us

Phoenix Metropolitan Area, Arizona, United States

Dan is an Executive Director in the Commercial Bank focusing on Public Sector entities located across Arizona, Nevada, New Mexico, and Wyoming. In this capacity, I am responsible for managing and retaining client relationships as well as collaborating with internal partners to identify ways to help clients meet their financial goals. I am also responsible for providing Treasury Services, Equipment Financing, Debt, and Liquidity solutions to current and prospective clients.

Phoenix, Arizona Area

Commercial Banker in the Government & Institutional Banking group of Wells Fargo Bank.Wells Fargo Government & Institutional Banking is a specialized business that offers a wide range of programs and services to meet the distinctive needs of government, education, healthcare, and nonprofit organizations. Unique in the industry, GIB organized specialized commercial banking and capital markets teams under one business, offering an integrated approach that provides the most value for clients.Was responsible for structuring, negotiating and executing various types of municipal debt financing options including swap novations for variable rate debt exposures.Extensive track record of working successfully with state, county, and municipal governmental agencies, providing everything from capital markets funding and operating credit, to specialized payment and collection systems. •Tax-exempt lending, lines of credit, direct pay letters of credit (L/C), standby bond purchase agreements (SBPA), interest rate risk management products, as well as fixed and variable rate bonds. •Full service depository products designed specifically for governments •Cash management systems such as cash collection and concentration, disbursement, and funds transfer with emphasis on electronic forms of payment.•Card products including commercial cards, Purchasing Cards, and merchant card processing •Investment solutions such as investment sweep accounts, money market accounts, and structured investments Specialties: *Public Finance*Municipal Lending*Commercial Banking*Financial Analysis*Relationship Management*Treasury Management

Phoenix, Arizona Area

My role was to be an advocate for my clients within the bank and work closely with our product specialists to provide customized financial expertise and quality service to meet the unique requirements of governments and public institutions.

Scottsdale, Arizona

Was responsible for providing a high level of premier customer service to business clients and managing their total banking relationship.**Was a frequent contributor and speaker at the SBA SCORE Lender Clinics in 2005-2006 where I spoke regarding how to obtain SBA financing.**

Tempe, Arizona

Consulted with clients on products and services that fit their needs and benefit their businesses including loans, deposit services, treasury management, investments, etc.

Tempe, Arizona

Was responsible for leadership and day-to-day management of mortgage team of loan originators that supported Bank One’s 1,800 banking centers, Partnerships, and Internet originations in all 50 states.

Tempe, Arizona

Directed high performing mortgage origination telephone group that offered first mortgage products to banking center customers through corporate marketing initiatives.

Master'S Of Science, Banking And Financial Services Management, Graduated Cum Laude - 3.64 Gpa

Graduated with Honors

Bs, Accounting

Graduated with Honors

Commercial Credit Training, Commercial Lending

Commercial Lending Training through JPMorgan Chase Commercial Banking Education and Development: Financial Statement Analysis, Credit.