Daniel Brown
Charlotte,NC
Summary
Results-oriented Business Relationship Manager with extensive experience in driving financial growth and fostering strong partnerships. Proven ability to analyze complex business financials, identify opportunities for growth, and leverage cross-functional teams to deliver tailored solutions. Deep commitment to equity and community development through strategic advising and capacity-building initiatives.
Overview
9
9
years of professional experience
Work History
Business Banking Relationship Manager (LO)
Wells Fargo
06.2021 - Current
- Manage a portfolio of 200+ complex businesses with gross sales up to $25 million, conducting thorough financial analysis, including P&L statements and tax documents, to assess risk and identify growth opportunities
- Collaborate with internal partners (Treasury Management, Credit, Foreign Exchange, Merchant Services) to develop and implement comprehensive financial solutions tailored to client needs, enhancing client satisfaction and retention
- Exceeded sales goals for credit and partner production, averaging 125% in 2022 and 2023, through strategic relationship management and proactive engagement with clients
- Participate as a member of the Banker Engagement Council, collaborating with middle and upper-level leaders to address performance metrics, training strategies, and operational process improvements
Relationship Manager - Business Owner Specialist
Bank of America
05.2017 - 06.2021
- Utilized a consultative approach to assess client financial priorities and long-term business goals, enabling effective identification of lending options and financial solutions for businesses with gross sales up to $2 million
- Partnered with specialists (Merrill Lynch Financial Advisors, Mortgage Loan Officers) to provide holistic support for clients, enhancing overall relationship depth and client outcomes
- Played a key role in an executive project aimed at redeveloping the incentive platform for over 40% of Bank of America’s plan participant employees, showcasing ability to lead organizational change
- Recognized as a top performer, consistently achieving above 120% of revenue goals, averaging 135% in 2019
Board Director
SEA Organization
01.2020 - 06.2021
- Led the development of brand strategy and digital presence, ensuring effective outreach and engagement with community stakeholders
- Oversaw committee leads with plan development assistance
- Established partnerships with local businesses, enhancing community engagement and support for the organization’s initiatives
Organizing Manager
The Fund for Public Interest
05.2016 - 04.2017
- Developed and delivered training sessions for staff, focusing on skill enhancement and performance improvement within a team of over 20 employees
- Conducted one-on-one coaching to develop team member skills, demonstrating commitment to talent development and leadership growth
- Consistently exceeded individual weekly production quotas by 35%, showcasing strong results-oriented performance
Education
Bachelor of Liberal Arts and Sciences - Political Science, Philosophy
University of North Carolina at Charlotte
Charlotte, NC12.2016
Skills
- Strategic Financial Analysis
- Relationship Management
- Capacity Building and Coaching
- Equity and Community Development
- Cross-Functional Collaboration
- Project Leadership
- Effective Communication
Timeline
Business Banking Relationship Manager (LO)
Wells Fargo
06.2021 - Current
Board Director
SEA Organization
01.2020 - 06.2021
Relationship Manager - Business Owner Specialist
Bank of America
05.2017 - 06.2021
Organizing Manager
The Fund for Public Interest
05.2016 - 04.2017
Bachelor of Liberal Arts and Sciences - Political Science, Philosophy
University of North Carolina at Charlotte