Daniel Gallagher

Experience

1. Senior Relationship Manager

   TD

   Jun 2015 — Present

   Develop new business with prospects that have credit needs in assigned portfolio segment. •Responsible for maintaining or establishing a portfolio segment and geography for growth goals (loans, deposits, fees), both individually and assisting the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources. •Facilitates transactions and relationships referred to Commercial relationship management and/or Small Business as appropriate for role according to prescribed Bank parameters. • Develops knowledge base of commercial and small business, other Company products and services, which may include loan policy, documentation, structuring and regulatory requirements. •Develop community relationships, through CRA initiatives and membership in civic and professional organizations, including active participation in networking events. •Educate and support Store Managers and staff about products, lending process, escalation of Credit Center overrides and closing loans. •Meets with internal referral sources to establish business relationships

Education

• Leon Hess Business School

  Masters of Business Administration, Finance

  2010 — 2011

• Monmouth University

  Master of Business Administration (M.B.A.), Finance

  2010 — 2011

• Marist University

  Bachelor of Science (B.S.), Finance, General

  2005 — 2009

• School of Management

  Bachelor of Business Administration, Finance

  2005 — 2009

Skills

• Commercial Lending
• Microsoft Word
• Financial Risk
• Teamwork
• Underwriting
• Moody's Risk Analyst
• Credit Analysis
• Financial Accounting
• Credit Risk
• Loans
• Research
• Commercial Banking
• Cash Flow Lending
• Financial Analysis
• Powerpoint
• Microsoft Excel
• Microsoft Office
• Sales