Dan Gladney
Issaquah,WA
Summary
Dynamic executive with a proven track record at JP Morgan Chase, excelling in portfolio management and client relationship development. Achieved 100% client retention and drove 260% growth in acquired portfolios. Adept at strategic planning and team leadership, fostering high-performance cultures to exceed revenue goals consistently.
Overview
17
17
years of professional experience
Work History
Executive Director, Relationship Executive
JP Morgan Chase
Seattle
03.2021 - Current
- Managed client portfolio and pursued new middle market relationships to drive growth.
- Drove fee revenue through syndications, debt capital markets, and investment banking fees.
- Oversaw portfolio management through acquisitions, downgrades, and product cross-selling.
- Achieved 100% client retention by enhancing service delivery and communication.
- Exceeded annual acquisition and revenue goals consistently.
- Achieved five-year CAGR of 18% through strategic initiatives.
- Realized over 260% growth in acquired portfolio names through effective management.
Business Development Officer, Senior Vice President
Wells Fargo Bank
03.2013 - 01.2021
- Spearheaded prospecting processes for Middle Market South Sound and Seattle Teams.
- Achieved promotion to Senior Vice President due to exceptional leadership contributions.
- Directed sales platform operations for South Sound and Seattle Commercial Teams.
- Mentored Business Development Officers and Relationship Managers to enhance performance.
- Conducted training sessions on Sales Fundamentals for Relationship Managers.
Business Development Officer (BDO), Vice President
Wells Fargo Bank
08.2010 - 03.2012
- Generated sales leads through effective cold calling strategies and client onboarding processes.
- Achieved recognition as West Coast sales leader for exceptional performance.
- Executed client onboarding initiatives to enhance customer integration.
- Developed targeted outreach campaigns to maximize lead generation opportunities.
Relationship Manager
Wells Fargo Bank
09.2008 - 08.2010
- Managed portfolio of commercial and industrial clients to enhance profitability and market presence.
Education
FINERA Series 63 & 79 -
09.2025
Well Fargo Commercial Credit College -
01.2010
Bachelor’s Degree - Finance
Eastern Washington University
01.2004
Bachelor’s Degree - Economics
Eastern Washington University
01.2004
Skills
- Portfolio management
- Client relationship management
- Financial analysis
- Business development
- Team leadership
- Strategic planning
- Stakeholder relations
- Client services
- Team leadership, training, and development
- Marketing
- Coaching and counseling
- Talent management and staffing
- Partnership development
- Contract management
- Board relations
- Relationship building
- Negotiation
- Sales management
- Competitive analysis
Accomplishments
- 01/01/22, Managed analyst cohort of 12, 100% placement & retention
- 01/01/21, Managed intern class, 100% placement & retention
- 01/01/19, Wells Fargo National Specialized Industry Council
- 01/01/18, West Coast Pinnacle Award
- 01/01/17, West Coast National Leadership Award
- 01/01/16, West Coast Pinnacle Award
- 01/01/15, National Sales Award
- 01/01/14, High Performance Award
Timeline
Executive Director, Relationship Executive
JP Morgan Chase
03.2021 - Current
Business Development Officer, Senior Vice President
Wells Fargo Bank
03.2013 - 01.2021
Business Development Officer (BDO), Vice President
Wells Fargo Bank
08.2010 - 03.2012
Relationship Manager
Wells Fargo Bank
09.2008 - 08.2010
FINERA Series 63 & 79 -
Well Fargo Commercial Credit College -
Bachelor’s Degree - Finance
Eastern Washington University
Bachelor’s Degree - Economics
Eastern Washington University
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