Dan Degerlia is a skilled professional, working in Wells Fargo main office of which is in 1096. as a Credit Analyst Ii since 2017. This person gained professional experience in more than eight positions at different companies. Dan Degerlia went to the Regis University and got education from 2017 to 2019. Dan has such qualifications as Series 6 and Financial Industry Regulatory Authority (Finra). Longmont, Colorado is the city, where this person was known to live. This expert's phone number and email can be accessed through this website by request.
Name variants:
Daniel Degerlia
Last updated Apr 26, 2024
Contact Information
Last Update
Jul 13, 2022
Email
md**@comcast.net, da**@wellsfargo.com
Location
Longmont, CO
Company
Wells Fargo
Workplace
Credit Analyst Ii
Work History
Credit Analyst Ii
420 Montgomery St, San Francisco, CA 94129
Analyze commercial credits of various types for all industries across a large geographic area. Business and personal financial statement and cash flow analysis. Risk modeling.
May 2017 — Oct 2018
Business Banking Relationship Manager
800 Nicollet Mall, Minneapolis, MN 55402
Business and Commercial Banker. Trusted financial advisor to businesses and their ownership.
from Oct 2018
Senior Banker Ii
420 Montgomery St, San Francisco, CA 94129
Loan officer, senior banker at one of the largest branches by deposit in Colorado. Emphasis around commercial lending and large home equity. Manage an affluent book of business consisting of...
Jan 2016 — May 2017
Broker Associate
1 north Jefferson Ave St, Louis, MO
Registered Banker at one of the largest branches in Boulder. Consultative selling around client objective. Partner with Private Bank, Financial Advisor, and Business Banking Group to deliver...
May 2016 — May 2017
Service Manager Ii
420 Montgomery St, San Francisco, CA 94129
Influential client experience and sales coach. Responsible for recruiting, hiring, developing, tracking progress, and retaining a team of tellers at the third busiest branch in the state. As...
Aug 2015 — Mar 2016
Business Banking Specialist and Assistant Branch Manager
420 Montgomery St, San Francisco, CA 94129
Branch business banker at an affluent high traffic banking location. Top performer in 2014 and 2015 for district. Led in several metrics earning 183% of gold level goal. Consistently ranked ...
Jul 2014 — Aug 2015
Personal Banker and Small Business Banker
420 Montgomery St, San Francisco, CA 94129
Grow and a maintain a book of business consisting of consumer and business clients for a small branch. Deliver world class experience for clients. Perennial top personal banker for district....
Jan 2013 — Jul 2014
Real Estate Analyst
7 View St, Greenwich, CT 06830
Prepare reports primarily around commercial listings for interested parties, tenants, brokers, etc. Contact entities for information necessary. Handle questions around data. -Prospect for ne...
Jul 2009 — Jan 2012
Education
2017 — 2019
2008 — 2013
2005 — 2008
Occupations
Sales Specialist
Relationship Manager
Accountant
Credit Analyst
Financial Broker
Banker
Financial Consultant
Account Service Manager
Customer Service
Loan Accountant
Financial Services Professional
Financial Services Sales Agent
Skills
Banking
Sales
Credit
Consumer Lending
Loans
Portfolio Management
Commercial Lending
Series 6
Series 63
Colorado Life
Colorado Variable Life
Financial Analysis
Collateral Analysis
Cash Flow Analysis
FAQs about Dan Degerlia
What is the main profession of Dan Degerlia?
This professional's job is Business Banking Relationship Manager
What jobs is Dan a professional at?
The expert is proficient at such jobs as Sales Specialist and Relationship Manager.
Where does Dan Degerlia currently live?
Longmont, Colorado is the place where Dan Degerlia currently lives
Does Dan have the email address?
md**@comcast.net and da**@wellsfargo.com is Dan Degerlia's email address.
Where did Dan Degerlia work?
Dan Degerlia worked at Wells Fargo, U.s. Bank.
Where has Dan Degerlia studied?
Dan studied at the Regis University from 2017 to 2019.
Are there any certifications, that Dan Degerlia has?
This expert received the following certifications: Series 6 and Financial Industry Regulatory Authority (Finra).
What is the industry that Dan Degerlia worked in?
Dan works in Banking industry.