Financial Portfolio Manager
Dan serves as a small business relationship manager for Rhode Island businesses that seek financial help from the corporation. His responsibilities include developing new relationships and managing an existing portfolio of loan relationships.
With over 30 years of experience in the financial services industry, Dan has held senior positions in major banks as well as small community banks. His positions and responsibilities span the full spectrum of expertise, from small business loans to large specialized aircraft financing loans. Dan’s skill set includes an expert knowledge of business finance and the products and services associated therewith including underwriting, risk management, customer relationships, proposal development, business development, industry research, due diligence, and community and business client outreach.
BS, business administration, University of Rhode Island
Master’s degree, University of Washington, Seattle
Graduated Pacific Coast Banking School