Financial Analyst Management

Daniel Werner ******@*****.*** 847-***-**** Chicago, IL

http://webprofile.info/danielwerner/

Senior Finance Executive Analyst

Calculating Accurate Valuations Forecasting Investment Risk Maximizing Returns

Goal-driven equity and financial analyst with extensive experience in evaluating financial companies and correctly estimating company valuations, covering financial institutions for both buy-side and sell-side firms, and evaluating investments of financial institutions. Consistent and long track record of making long calls resulting in excess returns for investors who follow recommendations. Extensive knowledge base of the banking industry. Experienced in media presentations.

- CORE COMPETENCIES -

Investment Forecasting Interfacing with Clients Cross-Functional Teaming

Risk Assessment Asset Acquisition Analysis Leveraging Business Opportunity

Identifying Trends ROI Accountability Change Management

- PROFESSIONAL EXPERIENCE –

Zacks Investment Research Chicago, IL 5/2018 – Present

Equity Analyst Contractor

A leading provider of independent investment research. Provide equity research coverage of micro- and small cap U.S. banks for client base.

Morningstar, Inc. Chicago, IL 6/2011 – 6/2016

Senior Equity Analyst

A global leading provider of independent investment research offering an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Provided equity research coverage of approximately 18 U.S. and Canadian banks plus credit card companies for institutional client base subscribing to research coverage. In addition, worked with credit analysts to initiate credit ratings on domestic and international financial institutions within my coverage.

60% stock appreciation realized for investors in fifteen months by identifying a recent trend mispriced by the market on large U.S. regional bank.

Successfully forecasted bank equity pricing increase of +25% in a public presentation with CNBC and other media outlets supporting the company reputation / credibility in research function.

Created consistent "voice" / narrative across and between analysts by collaborating with other senior team members to educate senior managers on the factors defining competitive advantages for financial institutions.

Gained one-month advantage over competition and received significant press coverage for major IPO forecasting a significant stock price increase that was validated within six months with the stock rising 35% and within 5% of initial price target.

Identified and recommended seven individual equity opportunities that generated excess returns for investors within 18 months or less with 100% success rate.

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The Banc Funds Company, LLC Chicago, IL 6/1996 – 3/2011

Analyst/Portfolio Management

Leading investment firm of small and micro-cap U.S. financial institutions with $1 billion assets under management. Charged with identifying new investments for the funds, along with modeling and communicating with portfolio companies. Monitored, analyzed, and reported on activities of 40 invested companies with market capitalizations ranging from $50 million to $1 billion.

$1.5 billion fund-raising activities facilitated by securing commitments from institutional investors, detailing the businesses, strategies, management, and investments with potential partners.

Improved speed of information synthesis in sourcing new investments by building custom filters in computer queries run through a database for potential investment ideas.

42% of covered companies acquired at significant premiums relative to prior day market pricing.

28% average takeout premium increase established over prior day market pricing for companies selected and covered through precise modeling and forecasting based on financial analysis, industry knowledge, and experience.

$1.5 million investment return generated within two weeks on purchase of equity stake in company by identifying the impact of financial issues and correctly estimating value for a future buyer.

– EDUCATION & TRAINING –

Master of Business Administration, Finance and Statistics, University of Chicago

Bachelor of Arts, Economics, Northwestern University

– AFFILIATIONS –

Union League Club of Chicago, Former Member

Holy Name Cathedral - Parish Life Commission, Chairman

– INDUSTRY ANALYSES / EXAMINATIONS & STOCK PITCHES –

Prepared for Morningstar, Inc.

Wide Moat Canadian Banks: More Risk Than Reward?

U.S. Bancorp's Advantages: Will Help It Exceed Expectations

Canadian Housing Bubble: Fact or Fiction?

Micro- and Small-cap Banking M&A

Canadian Housing Revisited

What’s in Your Wallet? Capital One Deserves Consideration After Increase in Fair Value Estimate

U.S. Bancorp Extending Its Advantage in 2014

An Expanded Look at Banking M&A: A Re-examination of Potential Acquisitors, Targets, and Deals for 2014

Traditional Bank Branches Under Siege: The Rise of Digital Banking

Is the Canadian Housing Market Due for a Correction?

Digital Banking and Its Impact Upon the Nordic Banks - Is This the Future for U.S. Banks?

Synchrony Financial’s IPO Offers Upside - Our fair value estimate of $36 represents 47% Upside

The Future of Retail Banking

Best Idea Capital One Will Add to Your Wallet

Wide-Moat U.S. Bancorp Deserves Premium Valuation

Synchrony Spreads Its Wings as It Flies Solo

Deconstructing the Canadian Housing Bull Thesis Step by Step

Where the Wide Moats Are: An Analysis of Banking Systems Lends Clarity to Our Bank Moat Methodology

******@*****.*** 847-***-****

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