Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Dan Egan

Milwaukee,United States

Summary

To secure a political role that will allow me to utilize my management skills, creativity, and problem solving abilities to further the progressive fabric in the United States

Overview

12
12
years of professional experience

Work History

Regional Organizing Director

Wisconsin Democratic Party
Milwaukee, WI
01.2021 - Current
  • Execute the statewide organizing plan across Milwaukee County
  • Coordinate and build relationships with all Democratic campaigns and candidates in my turf
  • Manage a team of field organizer direct reports
  • Work to build neighborhood grassroot action teams across Milwaukee County
  • Meet or exceed aggressive organizing metrics necessary to winning up and down the ticket

Field Organizer

Wisconsin Democratic Party
01.2020 - 12.2020
  • Organized for the Spring and November elections in Wisconsin
  • Worked as part of the Coordinated Campaign with Biden for President
  • Responsible for recruiting and maintaining an active volunteer base
  • Providing training and resources to local candidates
  • Improved Greenfield by 4 points and 2,700 votes compared to 2016 election
  • Oversaw 3 direct report Field Organizers as a Pod Leader in the region

OFAC Researcher and Onboarding

U.S. Bank
01.2019 - 12.2020
  • Company Overview: Alternative Investments
  • Onboarded domestic and foreign investors into clients' alternative investment funds
  • Researched each investor to comply with OFAC regulations
  • Coordinated with clients and investors to ensure efficient and legal onboarding
  • Alternative Investments

Teacher

Milwaukee Public Schools
Milwaukee, WI
01.2018 - 12.2019
  • Create and effectively instruct lesson plans from the curriculum
  • Effectively control and productively discipline classroom of students
  • Grade and edit papers submitted by students

Trust Operations Specialist

BMO Harris Bank
Milwaukee, WI
01.2016 - 12.2018
  • Develop, strengthen and maintain a positive ongoing relationship with SBA clients
  • Monitoring and overseeing the production of complex margin reports
  • Responsible for ensuring accuracy of interest and custodial fee calculations for each relationship
  • Balance and reconcile trade settlements in upwards of $100m daily for SBA clients
  • SBA Desk

Member Service Manager

Marine Credit Union
Milwaukee, WI
01.2014 - 12.2016
  • Develop, apply, and evaluate policies and procedures for the department
  • Ensure that safety and security policies are up to date and proper training is provided
  • Supervise the activities of the tellers and ensures that staff members are trained and cross-trained
  • Conduct orientation interviews on credit union services and programs with each new credit union member
  • Train, mentor and develop MSR staff to meet performance goals and assist with succession planning efforts
  • Investigate MSR losses and institute corrective flow of work and/or corrective disciplinary action where required

Captain of MCU Foundation

Marine Credit Union
Milwaukee, WI
01.2014 - 12.2016
  • Oversees the charitable activity of all branches in the Milwaukee District
  • Manages the execution of action plans for each branch
  • Ensures each branch is properly using the funds of their Foundation budget

Consumer Loan Officer

Marine Credit Union
Wauwatosa, WI
01.2013 - 12.2013
  • Assist member in completing loan applications over the phone and/or electronically
  • Make outbound calls to members and the public to solicit loan applications
  • Determine collateral needs and payment plans for members applying for routine loans
  • Manage delinquent account files for the credit union
  • Effectively prepare loan documentation for processing, ensuring it is complete and accurate
  • Recommend loan approval/denials, counter-offers, and deviations from conventional loan structure and pricing

Member Service Representative

Marine Credit Union
Wauwatosa, WI
01.2013 - 12.2013
  • Performed duties as a teller conducting transactions and serving members
  • Performed closing duties for branch
  • Respond to members' requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance
  • Research accounts for deposit, withdrawal, and loan-payment discrepancies
  • Maintain accuracy in conducting drawer transactions
  • Respond to email or other electronic requests submitted by members

Education

Bachelor of Arts - English and History

University of Wisconsin-Oshkosh
Oshkosh, WI
05.2012

Skills

  • Proficient knowledge with Microsoft products: Word, Outlook, Excel, PowerPoint
  • Proficient in VoteBuilder
  • Proficient in OFAC
  • Relationship building with important stakeholders
  • Management of direct reports
  • Creation of workplace and field plans

Accomplishments

  • Special Contributor Award Winner, 09/01/13
  • Special Contributor Award Winner, 11/01/14
  • Top Performer Award Winner, 05/01/15
  • Top Performer Award Winner, 06/01/15
  • Top Performer Award Winner, 07/01/15

Timeline

Regional Organizing Director

Wisconsin Democratic Party
01.2021 - Current

Field Organizer

Wisconsin Democratic Party
01.2020 - 12.2020

OFAC Researcher and Onboarding

U.S. Bank
01.2019 - 12.2020

Teacher

Milwaukee Public Schools
01.2018 - 12.2019

Trust Operations Specialist

BMO Harris Bank
01.2016 - 12.2018

Member Service Manager

Marine Credit Union
01.2014 - 12.2016

Captain of MCU Foundation

Marine Credit Union
01.2014 - 12.2016

Consumer Loan Officer

Marine Credit Union
01.2013 - 12.2013

Member Service Representative

Marine Credit Union
01.2013 - 12.2013

Bachelor of Arts - English and History

University of Wisconsin-Oshkosh

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