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Daniel W.

Daniel w.

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location of Daniel W.Dallas-Fort Worth Metroplex
Phone number of Daniel W.View Mobile No.
Followers of Daniel W.1000 followers

  • Timeline

  • About me

    Accomplished Finance Leader | Expert in Sales Management, Business Development & Client Relationship Building | Proven Track Record in Strategic Growth & Team Performance

  • Education

    • Kapiti college

      -
      Hs diploma business

      Activities and Societies: Debate Team, Kapiti College Rugby Team

    • Massey university

      -
      Bachelor of business management

      Activities and Societies: International Student Club

  • Experience

    • Wells fargo

      Jan 2003 - Dec 2008
      Assistant vice president branch manager

    • U.s. bank

      Jan 2009 - Oct 2011
      Assistant vice president branch development manager

    • Bank of the west

      Oct 2011 - Sept 2016
      Vice president sales manager

    • Unify financial credit union

      Aug 2020 - Apr 2024

      • Assistant Vice President Regional Manager

        Oct 2016 - Apr 2024

      • Warriors@UNIFY Chair Team Affinity Group

        Nov 2022 - Mar 2024

      • Diversity, Equity and Inclusion Chair & Council Member

        Aug 2020 - Jan 2024

    • Texans credit union

      Oct 2024 - now
      Member success manager

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Daniel W.
      MVP for the Organization Unify Financial Credit Union CEO Gordon Howe Feb 2019 Voted by my peers as the Most Valuable Player for Unify Financial Credit Union.

  • Volunteer Experience

    • Volunteer

      Issued by JDRF
      JDRFAssociated with Daniel W.

    • Volunteer

      Issued by Habitat for Humanity International
      Habitat for Humanity InternationalAssociated with Daniel W.

    • Volunteer

      Issued by Heather House
      Heather HouseAssociated with Daniel W.

    • Soccer Coach

      Issued by San Ramon Soccer Club
      San Ramon Soccer ClubAssociated with Daniel W.

    • Volunteer

      Issued by United Way of the Bay Area
      United Way of the Bay AreaAssociated with Daniel W.

    • Volunteer

      Issued by Feed My Starving Children on Dec 2022
      Feed My Starving ChildrenAssociated with Daniel W.

    • Chief Financial Officer

      Issued by Montage Master Association on Apr 2018
      Montage Master AssociationAssociated with Daniel W.

    • Fundraising Volunteer

      Issued by CHOC Children's on Jan 2020
      CHOC Children'sAssociated with Daniel W.

    • President

      Issued by BNI Global on Oct 2012
      BNI GlobalAssociated with Daniel W.