Dan Loeffler
Relationship Manager, VP at Equiniti Trust Company
- Role
- Relationship Manager, VP at Equiniti
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Relationship Manager, VP
Feb 2018 — Present
EQ, formerly known as Wells Fargo Shareowner Services, supports over 1,200 corporations and more than 23 million shareowners globally. We have been helping corporations through their most sophisticated financial initiatives since 1929.
Education
University of Minnesota Duluth
SFA, Studio Arts
1997 — 2002
Skills
- Credit
- Commercial Banking
- Portfolio Management
- Loans
- Finance
- Sales Management
- Cross Selling
- Financial Services
- Crm
- Management
- Mortgage Lending
- Client Relationship Building
- Private Banking
- Sales
- Record Keeping
- Customer Service
- Relationship Management
- Bookkeeping
- Bank Relationship Management
- Stock Exchange
- Banking
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