John-Michael Daniel Email & Phone Number

Dallas, Texas, United States

• Work closely with the Loans Sales and Trading desk in order to minimize balance sheet risk by up to 30% while maintaining strong client relationships when resolving trade discrepancies and coordinating trade execution with counterparties, brokers, and external agent banks.• Liaise with external counterparties and brokers, external agent banks, various internal groups (agency, primary origination, loan servicing, client onboarding, legal counsel, financial controllers), and third-party vendor support.• Manage multi-million dollar portfolio for secondary par trading desk; support the Loans Sales and Trading desk through trade reconciliation and settlement of trading activity.• Generate daily, weekly, and monthly reports and metrics for internal and external parties.

Tulsa, Oklahoma, United States

Assist in firm asset management, including inflows, outflows, & record maintenance. ($500 MM)Developed and maintained New Client quarterly audit to support management and F&A team forrecord keeping, annual budgets, and company long-term financial plans.Proficient in different ERP/CRM software, such as Junxure and Orion, and industry regulations,ensuring compliance with all necessary protocols and guidelines.Demonstrated ability to build strong relationships with clients, colleagues, and stakeholders,fostering a culture of trust and mutual respect – bringing in millions of net new deposits.

Rockwall, Texas, United States

• Work with buyers and planners to analyze and ensure that all the work orders have been vetted for raw material availability before being published to the production schedule.• Worked with production planners to optimize the use of rework in current work orders to reduce the aging inventory backlog providing $35,000 of net income and $300,000 ready for distribution. • Run the shortage report daily and organize work order dates to correlate with raw material availability – reducing average late orders from 49 to 11 daily.• Liaise with the finance team to optimize finished goods and raw material inventory levels.

Tulsa, Oklahoma, United States

• Ensure that the building and its residents are all safe and follow all regulations and procedures through weekly hall meetings, building both interpersonal and communicative skills• Keep residents informed of any policies or news by meeting with housing officials for any issues or on a weekly basis• Analyze problems spoken on the floor and deduce a proper outlet to resolve this by compiling weekly reports and sending it up the chain of command to seek resolve• Lead by example in terms of character, integrity, and level of maturity for 26 men living on the floor

Tulsa, Oklahoma, United States

• Assisted In the education and management of 62 Biology students by grading assignments and managing lab organization• Work closely with professors to meet deadlines and goals set for the classroom through consistent tutoring and introducing the students to productive studying habits• Demonstrate and supervise various lab techniques by prefacing the lab with a demonstration of the equipment and training the students in its operation.

Trained employee users in optimal behaviors and protective techniquesCarefully monitored and managed chemical levels in aquatics facility to ensure the safety of all patrons and machinesMaintained rescue equipment by conducting routine inspections and completing basic repairsActively managed 300-1000 patrons at any given time

Carefully examined zone of 100-200 patrons to ensure the safety and compliance for all visitors.Moved quickly in the event of an emergency to prevent injury and fatalityAmerican Red Cross Certified in CPR, AED, First Aid, and Lifeguard skillsAmerican Red Cross Certified Emergency Medical Responder

Finance - Pre-Dental Concentration, Banking, Corporate, Finance, And Securities Law

High School Diploma, Stem