Duncan Daniel, Cpcu, Are Email & Phone Number

Dallas, Texas, US

• Directly report to CUO and executive management regarding underwriting of $240M+ in net premiums
• Conduct comprehensive risk assessments and due diligence on reinsurance and primary programs, working with leadership to ensure alignment with company objectives and risk tolerance
• Analyze data, evaluate loss potential, and develop pricing models to ensure profitable and cyclically stable portfolios
• Monitor market trends and emerging risks, adapting underwriting strategies to capitalize on new opportunities and mitigate potential threats
• Collaborate with brokers, cedant companies, and stakeholders to negotiate favorable general agent & quota share agreements, utilizing extensive knowledge of reinsurance treaties and structures
• Carry out regular meetings with cedants to review performance, address concerns, and identify opportunities for growth and improved collaboration

• Monitored bound insurance risks totaling $1.9 billion in gross written premiums, analyzing, interpreting, and validating records reported to the company and presenting findings to management
• Conducted trend analysis on client reported data to identify and escalate any financial impacts or business risks from reporting anomalies
• Supported underwriters in risk evaluation, policy analysis, and account management for a diverse commercial lines portfolio
• Developed and presented quarterly financial reports on business bound to all clients and management
• Prepared in-depth market research to identify opportunities that align with client risk tolerance

Dallas, Texas, US

• Created pro forma projections and discounted cash flow models for multi-family acquisition and development opportunities in various stages of operation (e.g.: stabilized, distressed, value-add, lease up)
• Prepared and presented variation reports, analyses, and portfolio summaries for senior managers and the investor committee
• Executed market research and comparative analysis to identify trends in markets relevant to current and potential investments
• Maintained quarterly market data reports on existing and emerging new markets
• Developed models to depict and identify key performance metrics among REIT competitors to better understand strengths, weaknesses, competitive advantages, and opportunities for improvement

Nashville, Tennessee, US

• Determined value and profitabilty of commercial properties through discounted cash flow analysis
• Analyzed risk in clients’ investment portfolios, taking into account their investment preferences and return expectations, and presented proposals to reposition them to best meet their risk tolerance
• Structured and customized debt financing alongside Barrington Capital for clients, including the underwriting and monitoring of various multi-family and industrial real estate investment projects
• Worked alongside senior associates during the sale of multiple commercial properties to gain exposure to the investment sales and acquisition process
• Prepared market studies utilizing CoStar, LandVision, and other research software to analyze sales comps, vacancy rates, rental rates, and market trends in the investment industry

Bartlett, Tennessee, US

• Furthered understanding of valuation of properties through participation in appraisals
• Accepted, processed, and initiated all maintenance requests, ensuring their timely completion
• Mediated between suppliers and tenants to exceed company standards for the living environments
• Managed the bookings for 23 Real Estate agents, facilitating an efficient flow of business processes

Bachelor Of Business Administration - Bba, Finance Real Estate

Finance & Real Estate

Education record