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Analyst Development

Location:
Kingwood, TX, 77339
Posted:
August 15, 2011

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Resume:

DAN M. GROHN

***** ***** ***** ** *, Apt **** Phone 281-***-****

Kingwood, TX 77339 *******@*****.***

BUSINESS DEVELOPMENT EXECUTIVE

Investment Banking/Treasury Services/Global Trade Finance

More than 10 years of business development experience driving strategic and

transactional services growth by marketing risk management tools to C-Suite

level executives at companies within the following industries: Automotive,

Energy, Distribution, Manufacturing, Technology, Financial Services,

Hospitality, International, Healthcare, and Non-Profit. Consistent

performer and adept at handling pressure situations in a fast-paced

environment. Dynamic professional who can analyze client needs, create

written pitches with viable solutions, and communicate those solutions

effectively in one-on-one or group settings. Highly competitive and

motivated to succeed.

Expertise Includes:

Business Development / International Business / M&A / Derivatives / Foreign

Exchange / Client Relations / Treasury Services / P&L / IPO's/ Credit /

Ecommerce / Public Relations / Trade Finance / Sales Forecasting / Product

Marketing / Financial Analysis / Policy Development / Market Analysis /

Restructuring / Risk Management / FAS 133 / Rates / Commodities / Debt

Capital Markets / Securitized Products / SAP / Oracle

Delivered Double-Digit FX Revenue Growth during the Past 5 Years

PROFESSIONAL EXPERIENCE:

J.P. MORGAN CHASE, Houston Texas & Chicago, Illinois

Mar 2003 to Mar 2011

Leading global financial services company with more than $2 trillion

in assets and $100B+ in annual revenue - Company operates in more than

60 countries with 200,000+ global employees.

Vice President, Global Currencies and Commodities (Jan 2008 to Mar

2011)

Associate, Global Currencies and Commodities (Mar 2003 to Jan 2008)

Recruited by Bank One (Chicago) in 2003 to assist senior foreign

exchange marketers covering Middle Market companies (Bank One merged

with JPMorgan Chase in 2004); worked on the Capital Markets trading

floor/pit with hundreds of salespeople and traders covering equity

derivatives, interest rates, fixed income, FX, and securitized

products. Successfully managed daily FX client functions, created

PowerPoint pitch-books, consistently updated clients on market

conditions, and provided buy/sell recommendations.

Promoted after merger in 2004 to market the bank's corporate FX

services (as Lead Marketer) to Middle Market companies ($20M to $1B)

in Austin, Houston, and San Antonio. Worked as product partner with

Commercial Bankers (support 30+ bankers with total revenue of $100M+).

Managed portfolio of $10M in annual FX revenue. Advised C-Suite level

executives on forecasted FX risk in their business and helped them

execute their strategy using a combination of forwards, options, and

swaps. Select accomplishments throughout tenure include:

. Consistently grew FX annual revenue 20% during the past five years;

increased direct FX revenue from $2 million to $5 million. Provided

strategic M&A advice that was instrumental in winning new FX

business.

. Partnered with bank team (Treasury, Trade, Rates, IB, Credit) to

increase share of customer wallet.

. Expanded the bank's e-Commerce initiatives and streamlined the

payment process for clients.

. Modeled structured derivative transactions and provided guidance on

FAS 133 eligibility.

. Mentored analysts and associates to achieve/surpass organizational

goals and objectives.

. Liaised with legal to get executed ISDA documents from our hedging

counterparties

. Successfully completed the bank's Analyst/Associate training

program (recognized as one of the leading Investment Banking

classes in the world) and was on team that won internal FX

competition.

DAN M. GROHN

Page 2

*******@*****.***

COMMERCE BANK, N.A., Kansas City, Missouri

Jan 1999 to Feb 2003

Super-community bank with dual headquarters in Kansas City and St.

Louis - Company has more than 5,000 employees and approximately $18

billion in assets.

AVP, International Loan Officer (Jan 2001 to Feb 2003)

Foreign Exchange Trader (Jan 2001 to Feb 2003)

Credit Analyst (Jan 1999 to Jan 2001)

Hired by Commerce Bank in 1999 to perform commercial client financial

analysis. Promoted rapidly based on strong performance and was given

dual roles in Foreign Exchange and Trade Finance. Promoted again in

2001 to manage the bank's FX risk in relation to the Canadian Dollar,

Japanese Yen, and emerging Asian market. Additionally, marketed the

bank's Trade Finance and Foreign Exchange services to clients in

Kansas City, Wichita, and St. Louis.

. Successfully grew FX account base from $600k to more than $1

million within 24 months

. Developed advanced knowledge of letters of credit and methods of

payment

. Analyzed interbank counterparty limits and international fee

structure

. Wrote FX commentary published on Commerce Bank's website

. Performed financial analysis and assembled credit package for loan

review

. Junior Achievement representative in the Kansas City region

EDUCATION / PROFESSIONAL DEVELOPMENT / OTHER:

BS - Business Administration UNIVERSITY OF KANSAS,

Lawrence, KS (1998)

2011 Chartered Financial Analyst (CFA) Level 2 Candidate

TECHNOLOGY SKILLS:

Proficient in Bloomberg Terminal, Reuters, SuperDerivatives, MS Office

Suite (Access, Excel, PowerPoint, and Word)



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