Dan Shapiro

Dan Shapiro Email and Phone Number

Commercial and Technology Banking @ Wells Fargo
San Francisco, CA, US
Dan Shapiro's Location
San Francisco, California, United States, United States
About Dan Shapiro

Is your business growing and looking for ways to grow faster? Are you looking for a sounding board to discuss your company's banking options? Do you know about Wells Fargo's 80+ lines of business and how we might help your company?My professional experience in investment banking, private equity financing, capital markets and commercial banking helps me provide creative ideas to my customers and valuable introductions into my network. I enjoy helping owners and managers achieve their goals and love working with talented and motivated people in any industry.First step is a 15 minute triage call for both of us. Tell me a bit about your company, what challenges you’re addressing today and your priorities over the next 12-24 months. Note: some of these priorities may be related to banking but often times many or all are not. Based on that information, I’ll share how Wells Fargo might be relevant and/or offer to refer you to others in my network. We both decide whether it makes sense to meet in person and bring in specialists to address your need now or in the future.Feel free to contact me at daniel.a.shapiro@wellsfargo.com Specialties: Debt financing, relationship management and identifying creative capital structures for middle market businesses whether owner managed, venture backed or private equity backed. Content shared through this profile may be provided by or otherwise sourced from Wells Fargo

Dan Shapiro's Current Company Details
Wells Fargo

Wells Fargo

View
Commercial and Technology Banking
San Francisco, CA, US
Website:
wellsfargo.com
Employees:
205138
Dan Shapiro Work Experience Details
  • Wells Fargo
    Commercial And Technology Banking
    Wells Fargo
    San Francisco, Ca, Us
  • Wells Fargo
    Commercial & Technology Banking
    Wells Fargo Jan 2012 - Present
    San Francisco, California, Us
    I help companies leverage the services and expertise of Wells Fargo's Commercial and Technology Banking group. Industries where we have most of our relationships include: technology, manufacturing, distribution, service businesses, financial institutions, real estate, life sciences and cleantech. With expertise in debt and equity underwriting, financial analysis and risk management, I am able to help owners and companies evaluate their banking needs and strategic options in order to identify the appropriate expertise and resources within Wells Fargo to address these needs. Wells Fargo provides loans and banking solutions for many companies including:- Technology: SaaS, e-commerce, Big Data, Mobile, FinTech, IoT, software- Life science: Oncology, HealthTech, MedTech, LOHAS/Wellness, Wearables/Quantified Self- CleanTech: AgTech, Infrastructure, Solar- Fund of Funds, Venture Capital/Private Equity firms and their portfolio companies- Profitable companies with over $20mm of revenue in any industry- Companies seeking asset-based financing: working capital, a/r financing, factoring- Leasing for equipment and technology hardware and software- Commercial real estate investors and developers- Foreign exchange and commodity hedging- Treasury management- Mergers and acquisitions
  • Jewish Community Center Of San Francisco
    Board Of Directors
    Jewish Community Center Of San Francisco Sep 2018 - Present
    San Francisco, California, Us
  • Jdrf International
    Greater Bay Area Board Of Directors
    Jdrf International Jun 2012 - May 2018
    New York, New York, Us
    Corporate Development for JDRF. The Greater Bay Area is one of the largest regions nationally for JDRF and we are strongly supported by both corporate and individual donations. The prevalence of T1D in Americans under age 20 rose by 23 percent between 2001 and 2009. Proactive and socially conscious Bay Area businesses support JDRF to help find a cure for T1D because:• JDRF is among the most efficient charities nationwide; over 80% of donations directly fund research and research-related education• JDRF is the leading global organization funding type 1 diabetes (T1D) research • JDRF currently has research projects in 17 countries totaling $530 million taking place• Since 1970, JDRF has awarded more than $1.7 billion to diabetes research, including over $110mm in 2012 aloneAs background, JDRF’s goal is to progressively remove the impact of T1D from people’s lives until we achieve a world without T1D. JDRF collaborates with a wide spectrum of partners and is the only organization with the scientific resources, regulatory influence, and a working plan to better treat, prevent, and eventually cure T1D. JDRF’s efforts have helped to significantly advance the care of people with this disease and have expanded the critical scientific understanding of T1D.
  • Comerica
    Vice President - Western Market
    Comerica Sep 2010 - Jan 2012
    Dallas, Tx, Us
    Comerica provides business loans, including working capital lines of credit and acquisition loans to growing, middle market companies. Typically, Comerica's customers have revenues in the range of $10mm to $500mm and debt financing needs between $2mm and $50mm. Most common industries for Comerica borrowers include manufacturing, distribution and consumer products.
  • Ge Antares Capital
    Vice President
    Ge Antares Capital Aug 2002 - Apr 2010
    GE Antares provides middle market leveraged financing solutions for private equity sponsored transactions. Primary responsibilities included (i) sourcing and underwriting of private equity sponsored transactions and (ii) delivering the products and services of other GE businesses to private equity sponsors. Previous role at GE Antares as a underwriting deal team leader with responsibilities including due diligence, legal documentation and portfolio management of cash flow and asset based loans. Previous temporary assignments include: 2004 - Five months with GE's loan structuring/debt capital markets group in New York2006 - One month in Bangkok, Thailand performing diligence to evaluate GE Capital's purchase of 25 pct stake (~$430mm USD) in Bank of Ayudhya, Thailand's sixth-largest bank.
  • Robertson Stephens
    Investment Banking Analyst
    Robertson Stephens Jul 2000 - Jul 2002
    Investment banking analyst. Focus areas included (i) Consumer (restaurant, retail and consumer products) and (ii) Communications Equipment.
  • Piper Jaffray
    Summer Intern
    Piper Jaffray 1996 - 1999
    Minneapolis, Mn, Us

Dan Shapiro Skills

Mergers And Acquisitions Private Equity Financial Analysis Due Diligence Investment Banking Commercial Banking Finance Loans Venture Capital Leveraged Finance Underwriting Asset Based Lending Banking Strategy Portfolio Management Mergers Credit Analysis Financial Modeling Cash Flow Lending Commercial Lending Real Estate Financing Negotiation Debt Factoring Deal Structuring Commodities Capital Markets Cleantech Food And Beverage Manufacturing Distribution Complex Transactions M&a Due Diligence Hedging Foreign Exchange Management Technology Payment Industry

Dan Shapiro Education Details

  • University Of Michigan
    University Of Michigan
    Economics
  • Hopkins High School
    Hopkins High School
  • St. Louis Park Senior High
    St. Louis Park Senior High

Frequently Asked Questions about Dan Shapiro

What company does Dan Shapiro work for?

Dan Shapiro works for Wells Fargo

What is Dan Shapiro's role at the current company?

Dan Shapiro's current role is Commercial and Technology Banking.

What is Dan Shapiro's email address?

Dan Shapiro's email address is da****@****rgo.com

What is Dan Shapiro's direct phone number?

Dan Shapiro's direct phone number is +141534*****

What schools did Dan Shapiro attend?

Dan Shapiro attended University Of Michigan, Hopkins High School, St. Louis Park Senior High.

What are some of Dan Shapiro's interests?

Dan Shapiro has interest in Health.

What skills is Dan Shapiro known for?

Dan Shapiro has skills like Mergers And Acquisitions, Private Equity, Financial Analysis, Due Diligence, Investment Banking, Commercial Banking, Finance, Loans, Venture Capital, Leveraged Finance, Underwriting, Asset Based Lending.

Who are Dan Shapiro's colleagues?

Dan Shapiro's colleagues are Jason Perez, K Chandra Sekhar, Barbara Heebner, Ginger Fisher, Daniel Brown, Yashfeen Khan, Maricar Guerrero.

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