Dan Scholl Email & Phone Number

Wilmington, Delaware, United States

• Served as senior portfolio manager for $90 Billion Wealth and Asset Management firm. Led $5.3 Billion municipal business, managed an eight-person team responsible for investment strategy, portfolio construction, credit.
• Instituted relative value, duration neutral investment discipline practiced for over 35 years.
• Recognized for SMA returns/yields consistently ranked top quartile against peers (Envestnet). Mutual funds rank in top quartile in 30 day SEC yield (Lipper).
• Business increased by $800 M -- expanded relationships with internal and external partners (channels include consultants, institutional and UHNW ).
• Developed crossover fixed income “cash plus” strategy to expand business and provide solutions for investors due to low cash yields (US Treasuries, corporates, agencies and munis). Crafted marketing/media campaign with.
• Instituted first performance attribution system and expanded the investment opportunity set to include undervalued municipal sectors (housing, tobacco, student loans, high-yield, US Government municipals) – as well as.

Wilmington, Delaware, United States

Appointed Deputy State Treasurer by newly elected Treasurer to develop agenda, recruit staff and build relationship with Legislature and Administration. Manage 24 person organization responsible for $5 Billion in investments,$2.3 Billion in State debt, over $1 Billion in State programs (State 529, Able savings, deferred compensation program) and over $10.

Greater Philadelphia Area

Senior member of new unit to increase market share in the UHNW, RIA and family office space for $500 Billion global asset manager. Managed and built relationships with direct UHNW individuals/families, single family offices (SFOs), RIAs, and large family offices. Developed centers of influence (attorneys, accountants, trusted advisors) to increase.

Greater Philadelphia Area

Co-lead $2.0 billion fixed income business with specialty in municipals and nine (9) person team for top-ranked $500-billion global asset manager. Responsible for investment strategy, portfolio construction, business development, product management, client relations, risk and compliance. Served on U.S. and global fixed income investment committees.

Greater Philadelphia Area

Led sales effort in the East Coast for firm's first ever US intermediary business for $500 global asset manager. Target market was RIAs (Registered Investment Advisors), family offices, regional consultants, broker-dealers and variable annuity insurance programs in 23 states.Drove regional sales plan for 17 different investment strategies -- including.

Greater Philadelphia Area

Senior member of top performing fixed income investment team. Led business development, product management and client relations. Generated more than $3 billion in assets and $8 million in revenues for new product line. Most profitable US investment business for the firm during my tenure. Built relationships with more than 200 new clients including RIAs.

Greater Philadelphia Area

Senior member of successful fixed income investment team. Led business development, client relations and product management. Assets increased from $1.2 B to over $3 B and added $7 M+ in revenues.Built and managed relationships with more than 50 RIAs, family offices, private bank and trusts, consultants, endowments and foundations. Business had over 200.

Wilmington Delaware

Served as senior policy advisor to Governor Thomas R. Carper, by managing the State’s annual strategic plan in economic development, transportation and environmental initiatives covering a $3 billion operating and capital budget. Oversaw multifaceted competitive plan for deregulating the State’s electric utility industry amid controversy and competing.

Wilmington Delaware

Served as senior advisor to three State Chief Financial Officers responsible for $1.7 billion in revenues and 20,000 employees statewide. Member of the Governor’s Policy and Legislative Committee. Managed department’s internal strategic planning process for $35 million, 300 employee organization. During tenure, State’s bond rating was raised to AAA/Aaa by.

Dover Delaware

Acted as the Governor’s budget analyst for the Department of Health and Social Services — the State’s largest operating agency budget -- $500 Million and 4,000 employee organization.Recommended budget reduction strategies during recession including the closure of State nursing home with minimal impact on State services. Evaluated and recommended health.

Political Science

Studied British Politics and interned for the Honorable Jerry Hayes, MP, House of Commons, British Parliament

Mga, Government Administration

Ba, Political Science/Finance