Daniel Fehr

National Achiever Banker - Awarded by CEO Jamie Dimon at JPMorgan’s Orlando National Achiever Conference 2018. Ranked #37 out of + 5,000 peer bankers based in the United States

• Managed and developed portfolio of +$200M by conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• Analyzed customers' strategic, financial planning and financial needs; and work cross functionally with wealth partners to improve client retention and drive top line growth
• Maximize financial portfolios to assist clients in exceeding financial goals

Awarded as Top Performance Banker in 2014 for outstanding sales production and business development.

• Led team of financial specialists, prepared consultative sales meetings and implemented strategies to strengthen client retention and expand wealth management portfolio
• Advised affluent and commercial clients on financial products; savings, lending, investments and retirement accounts
• Facilitated bank networking events to existing and potential HNW clients
• Prepared personalized financial analyses and advise on short/long term financial goals such as savings, lending, investments and retirement

Own restaurant located in the neighborhood of Valdebebas in Madrid, Spain

• Developed business plan, strategy and built restaurant from scratch
• Researched for best possible location and requirements to open business
• Found and negotiated with suppliers and distributors in order to find the lowest costs for different types of consumer and producer goods
• Managed all aspects of the human resources process, such as interviewing, hiring, training and assigning responsibilities to 9 staff member
• Developed own accounting system which covers all the necessary financials, such as balance sheet, income statement, cash flow statement, payroll and inventory control

Corporate Master of Business Administration with a Concentration in Strategic Negotiations