Eric Daina
Avon,OH
Summary
Accomplished Relationship Manager and Account Executive with over 15 years of top ranked success, consistently exceeding expectations, and annual goals. Focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs.
Overview
16
16
years of professional experience
Work History
Office Manager
Richard J Reidy Funeral Home
Lorain, OH
07.2022 - Current
- Fiscal and Financial Management, Cash Forecasting, and Cost Accounting Create pricing guidelines to improve profitability.
- Run statistical reports to determine ad hoc products and services.
- Arrange logistics for funeral home; transport for local and out of area burials.
- Responsible for filing documentation with city governments and other local jurisdictions.
- Monitor and maintain compliance records for the state of Ohio.
- Assist in operations for calling hours and funerals.
Vice President, Relationship Manager
Key Private Bank/Key Family Wealth
Westlake, Ohio
05.2020 - 07.2022
- Achieved goals for sale of bank trust products and services and exceeded performance metrics in sales and customer service.
- Identified opportunities to improve business process flows and productivity.
- Increased territory growth through collaboration with sales and marketing departments.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
- Spearheaded staff meetings to discuss innovative strategies to improve services.
Vice President, Associate Relationship Manager
Key Private Bank/Key Family Wealth
Westlake, OH
05.2020 - 12.2020
- Increased book growth by more than $50,000,000.00 through aggressive sales, market campaigns and new product launches.
- Maintained knowledge on Private Bank products and distribution to provide optimal service support.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Identified opportunities to improve business process flows and productivity.
Asst Vice President, Relationship Strategist - PNC Private Bank
PNC Bank
Cleveland, OH
04.2017 - 05.2020
- Reviewed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
- Managed $350mm in AUM in Revocable, Irrev Trusts, Individual, Joint and Custody titled investment management accounts.
- Spearheaded qualified and non-qualified planning strategy, i.e. Charitable Remainder and Lead Trusts, Donor Advised Funds, Alternative Investments, IRAs, SEPs, 401Ks, Individual Life Insurance Trusts and Life Insurance Retirement Plans.
- Recognized by PNC’s Asset Management Group Executive Leadership as the Top Partner in the ultra-high net worth segment.
- Chosen as primary point of contact to lead intimate team of three advisors for one of PNC’s Board of Directors.
- Analyzed risk ratios to maximize return while reducing client costs and portfolio volatility.
Financial Specialist - PNC Bank/PNC Investments
PNC Bank
Rocky River, OH
01.2013 - 03.2017
- Client advisor in banking and investment management for new and existing affluent and high net worth clients
- Conducted daily facilitative coaching to develop sales techniques helping identify new opportunities
- Drove up P&L revenue by outperforming annual goals five straight years
Licensed Financial Sales Consultant - PNC Bank/PNC Investments
PNC Bank
Westlake, OH
02.2010 - 01.2013
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Cold called and conducted face-to-face sales calls with bank clients and centers of influence.
- Created detailed sales presentations to communicate product features and market data.
- Achieved top performance by strategically adapting to rapidly changing, competitive environment.
Branch Sales/Service Rep - National City Bank
National City Bank
Cleveland, OH
10.2007 - 02.2010
- Managed and evaluated operational processes and procedures to offer retail lending products and services.
- Applied knowledge of banking products and services to meet customer needs and enable customers to achieve financial goals.
- Identified prospecting approaches to discover potential customers and create opportunities to sell financial solutions and ideas.
- Completed special actions like account transfers, stop payments and dispute investigations.
Education
Bachelor of Science - Computer Science
University of Mount Union
Alliance, OHSkills
- Mentoring and Coaching
- Team Leadership
- Business Development
- Business Strategies
- Needs Identification
- In-Service Training
- Industry Networking
- Client Relationship Management
- Sales Planning
- Operational Acuity
- Strategic Business Planning
- Consultative Selling
- Proven Sales Performance
- Product Analysis
- Account Management
- Book Growth
- Proposal Development
- Software Demonstrations
- Group Presentations
- Tailor-made Investment Strategy
- Custom Credit Facilities
- Salesforce CRM
Education And Licenses
- CFA Institute, Investment Foundations Certificate - 2019, The Investment Foundations Certificate is a program designed to enhance one's understanding of the essentials of finance, investing, and ethics.
- FINRA, Series 6 - 2010, Series 63 - 2010, Series 65 - 2014, Series 7 - 2016, Securities Industry Essentials - 2017
- Ohio Department of Insurance, Life and Variable Annuity - 2010, Accident and Health - 2014
Volunteer Experience
- Current Finance Chair, BoD Member - St. Mary's Ukrainian Orthodox Church
- Past Finance Chair - Lorain International Festival Spotlight Nationality
- Lorain County For Ukraine - Help with placing displaced Ukrainian immigrant families
- Connecting For Kids - Activities and Learning Workshops for Parents and their Children with Special Needs
- Grow Up Great- Work with Under Privileged Children
- Boy Scouts of America
- Habitat for Humanity
- St. Vincent DePaul Charity
- Hole In The Wall Gang
Accomplishments
- 2022 – Sales Numbers: >100% to Plan
- 2021 – Top Quartile at Key, Sales Numbers: >200% to Plan
- 2020 – Top Team at Key, Sales numbers: >300% to Plan
- 2019 – Sales Numbers: >100% to Plan
- 2018 – Top Year of Year Growth, Sales Numbers: >300% to Plan
- 2017 – Sales Numbers: Sales Numbers: >100% to Plan
- 2017 – Northern Ohio Top Sales Producer, Sales Numbers >100% to Plan
- 2016 – Ohio Top Sales Producer, Sales Numbers: >150% to Plan
- 2015 – 16th Overall Sales Producer at PNC, Sales Numbers: >300% to Plan
- 2014 – Ohio Top Sales Producer, Sales Numbers: >150% to Plan
- 2013 – Ohio Top Sales Producer, Sales Numbers: >200% to Plan
Timeline
Office Manager
Richard J Reidy Funeral Home
07.2022 - Current
Vice President, Relationship Manager
Key Private Bank/Key Family Wealth
05.2020 - 07.2022
Vice President, Associate Relationship Manager
Key Private Bank/Key Family Wealth
05.2020 - 12.2020
Asst Vice President, Relationship Strategist - PNC Private Bank
PNC Bank
04.2017 - 05.2020
Financial Specialist - PNC Bank/PNC Investments
PNC Bank
01.2013 - 03.2017
Licensed Financial Sales Consultant - PNC Bank/PNC Investments
PNC Bank
02.2010 - 01.2013
Branch Sales/Service Rep - National City Bank
National City Bank
10.2007 - 02.2010
Bachelor of Science - Computer Science
University of Mount Union
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