Daren Mallard

Senior Finance Coach and Wealth Architect @Wisdom Then Wealth

Atlanta, GA, US
MOBILE NUMBERS
+16•••••••93

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WORK HISTORY

Apr 2024 — Present

Senior Finance Coach and Wealth Architect @Wisdom Then Wealth

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Co-create, develop and execute a new financial group coaching initiative, focused on combining successful financial principles with proven best practices and the wisdom of the crowd. Each cohort lasts six weeks and consists of between twelve & twenty-four participants (in addition to the two coaching leaders).Provide financial coaching to individual clients, enabling them to create personalized blueprints and action steps towards achieving their specific goals. Deliver accountability and encouragement to help clients avoid distractions and navigate around obstacles. Co-manage financial review process, website & collateral development, operations, marketing, and sales.

EDUCATION

N/A

Morehouse College

BA

N/A

Harvard Business School Executive Education

Cable Industry Cohort

SKILLS

BudgetsFinanceMergers & AcquisitionsStrategy DevelopmentBusiness AnalysisSales EnablementForecastingAuditingService ProvidersCiscoAuditProduct ManagementExecutive ManagementTelecommunicationsAnalysisCross-Functional Team LeadershipCisco Systems ProductsGo-to-Market StrategyStrategyFinancial AnalysisBudgetingFinancial ReportingCloud ComputingCisco TechnologiesCompetitive AnalysisFinancial ModelingIncome StatementStrategic PlanningStrategic PartnershipsBusinessBusiness DevelopmentMarket AnalysisProgram ManagementAccounting

ABOUT DAREN MALLARD

Intellectually curious about and strategically focused on the intersection between Finance, Innovation & Value Creation! I am an experienced Senior Finance & Marketing Strategy Leader, with a demonstrated track record of success.I coach and mentor professionals, enabling them to optimize financial decisions and actions, in order to relieve finance-related stress, live the lives they envision for themselves and show up at their best in everything they do.I possess proven, multi-disciplinary expertise in Financial Coaching, Investor Relations, Corporate Finance, Public Accounting, Market Strategy & Analysis, Product & Technical Marketing, Sales Enablement, and Program Management.I\'ve led initiatives to grow revenues by several hundred million dollars (more than 2x) and reduce expenses by tens of millions of dollars.I combine intellectual curiosity with analytical skills and the ability to communicate effectively across levels, both internally and externally.I lead and influence by getting others to buy into the personal value proposition of a collective effort to address challenges and achieve outstanding results.I focus on the big picture and longer-term value while remaining disciplined and committed to providing a positive current impact to the bottom line.

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