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Daniel McIntyre
Sr. Director, Financial Product Sales
Balance Sheet Solutions, LLC
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"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 |
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about assisting credit unions in building portfolios
to compliment their goals and strategies."
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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.
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