Daryl Rush, Mba Email & Phone Number

Southlake, Texas

Southlake, Texas

Manage and maintain client relationships by actively corresponding with clients-increased total book size by $60MM in 2010, total assets of $834MM as of 6/1/2011.Mitigate firm's risk by analyzing daily reports and calling clients that have over exposure in specified sectors or securities and offer potential alternatives.Analyze current market trends and sectors by utilizing firm research to find opportunities in the market via technical and fundamental analysesProvide exceptional service for TD Ameritrade's top clients, each holding a minimum of $5MM in equity with firm. Place equity, mutual fund, option trades in client accounts.Provide clients with alternative investments by making outbound calls and soliciting business for our products and also working with branch partners.Resolve client account issues ranging from complex trade resolutions to simple account transfers. Prospect for business by asking for referrals from existing clients as well as organizing luncheons, dinners, and seminars for clients.

Provided support to the Finance Department through financial management, forecasting, and analyses to ensure projects were met seasonably.Assisted project managers with specific client-required financial reporting and the development of preliminary cost/profitability analyses for new business.Aided Information Systems activities such as forming and lending analyses and design sessions; defining, documenting, and managing, requirements for financial reporting.Analyzed financial performance on a monthly, quarterly, and as required basis by performing analyses on new and existing product lines P&L to find leading segments and growth opportunities.Conducted variable cost analysis in an effort to determine the profitability of new product lines and to analyze whether the initial cost would adhere to the annual business line budget.

Significantly reduced delinquency levels by creating a new loan approval matrix that grew business from $28MM to $125MM and by insisting on positive staff-client relationships. Supervised indirect lending staff, including in-house and outside vendors such as FLS, AFG and Rate Genius; processed and granted loan requests, read and analyzed credit, priced and promoted the sale of loan products, and managed a portfolio of more than $125 MM.Provided senior management with insight into financial performance and position through generating reports related to indirect loans, average yield, changes in yield, dealer fees, delinquencies, outstanding loans and monthly outside vendor billing reports.Expanded and maintained client base of auto dealers through offering an exceptional level of service and delivering high-impact presentations that effectively highlighted the benefits of indirect lending programs.Maintained a comprehensive knowledge of industry practices and market trends through extensive research.Analyzed self-employment profit and loss for business clients.

Mba, Finance And Strategy

Activities and Societies: Conducted Dallas Arboretum Economic Impact Study

Bachelor, Business Administration; Banking; Finance