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
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*******@*****.***
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)