Commercial Portfolio Manager - National Institutional Real Estate @ Fifth Third Bank
"Millennials are, in essence, “venture consumers,” ... They’re not looking to fill a slot in a faceless company, any more than a good venture capitalist is looking to toss money at a faceless startup. They’re looking strategically at opportunities to invest in a place where they can make a difference, preferably a place that itself makes a
"Millennials are, in essence, “venture consumers,” ... They’re not looking to fill a slot in a faceless company, any more than a good venture capitalist is looking to toss money at a faceless startup. They’re looking strategically at opportunities to invest in a place where they can make a difference, preferably a place that itself makes a difference." - Jamie Gutfreund
Shaping the business world at LinkedIn through in depth customer success. Work with existing customers to ensure they are leveraging their LinkedIn investments and utilizing them to the best of their ability.
At Linkedin, the goal is for our Customers to know that it's about our relationship, their success and our success are one and the same! Brand or be branded.
Customer Success Representative - SMB Segment @ It's my job to make sure that new accounts are on-boarded effectively and that existing accounts have the resources, training/consulting and support to achieve a significant return on their LinkedIn investment.
LinkedIn provides the Small and Medium Business segments a unique opportunity to build their talent brand and obtain top talent in an environment that continues to become more competitive. From December 2014 to Present (1 year 1 month) Greater Chicago AreaCommercial Portfolio Manager II - National Institutional Real Estate @ Commercial Portfolio Manager with experience creating detailed written evaluations based on Borrower’s financial performance and industry outlook, giving appropriate recommendations with regard to dual-risk ratings for proper customer relationship management, and effectively underwriting Institutional Real Estate deals.
Effectively managed 25 relationships in a ~$1.1bln Portfolio with experience in analysis of Hospitality, Multifamily, REIT syndications, Office, and Industrial sectors, including $706MM in new money for FYE 2013. Financial Analysis included pro-active identification of trends, weaknesses, alerting review to deteriorating conditions, covenant violations, liquidity analysis in addition to initial credit underwriting analysis. From April 2012 to November 2014 (2 years 8 months) Credit Analyst II - Capital Markets Group @ Direct liaison to the Structured Finance department by completing and managing the flow of financial spreads and portfolio reviews. Responsibilities included underwriting for commercial lines of business including: Large Corporate, International, Structured Finance, Correspondent Banking, and Equipment Leasing.
Analyzed syndicated, structured, and corporate lending deals to determine Probability of Default (PD) given risk-factors found in borrower's financials. Performed general portfolio-level risk monitoring with regards to both individual borrower performance and industry-related risk factors. From November 2010 to April 2012 (1 year 6 months) Sales Associate @ Initial point of contact with customers working to align customers’ needs with available product lines. Utilized attachment sales techniques to increase revenues and was consistently recognized as Top Sales Associate, evaluated weekly. From June 2008 to May 2011 (3 years) Trust Tax Co-op @ Prepared & Filed 5227 tax forms and 1040 tax returns. Reviewed and scanned client data for appropriate tax information and personal filing information, which was then used to prepare individual tax returns. Assisted in importing and exporting sales information from Excel-based programs to an internet based program (Prosystem). From January 2009 to April 2009 (4 months)
Bachelor of Business Administration (BBA), Finance, General @ University of Cincinnati From 2006 to 2010 Daniel Young is skilled in: Portfolio Management, Finance, Credit, Loans, Financial Risk, Capital Markets, Analysis, Management, Underwriting, Sales, Real Estate, Program Management, Tax, Financial Analysis, Structured Finance, Leadership
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