Meet Our Team
   
 
     
Daniel McIntyre
Sr. Director, Financial Product Sales
Balance Sheet Solutions, LLC
   
 
   
"Having worked for a variety of broker-dealers and financial institutions in the past, I love the Balance Sheet Solutions' environment where we are not out there pushing trades, but rather using our collective knowledge and expertise to find the best fit for our members. We are here to provide our credit unions with total balance sheet solutions. This starts with sharing our knowledge on total portfolio management, to the asset liability management process, to the investment process. We have the tools to help; A/L Manager, share sensitivity analysis,
educational sessions, security selection and a fix-income broker dealer. I'm
excited about assisting credit unions in building portfolios to compliment their goals and strategies."


As Senior Director, Danny's primary focus is on helping member credit unions build investment portfolios that complement the operation of their credit union.

Danny began his career at the First National Bank of Commerce in New Orleans, where he traded money market securities and managed the bank's short-term portfolio. He went on to run the mortgage-backed trading desk at Howard, Weil, Labrouise, and Fredrichs, a regional brokerage firm in New Orleans. He then went to Dallas, Texas, to manage the taxable bond-trading desk for Principal Financial Securities. Later he went on to serve as their Financial Advisor for institutional accounts and high net worth individuals.

Danny attended Loyola University and Delgado College in New Orleans. He completed his studies at Tulane University. In addition, Danny holds his Series 7, 24 and 63.

 
 
 

4450 Weaver Parkway
Warrenville, IL 60555
(800) 782-2431