Chief Executive Officer @ (August 2023 - November 2024)
GM Lending @ (April 2021 - September 2023)
CEO @ (May 2015 - July 2020)
Retired @ Chief Family Errand Executive (CFEE) (September 2013 - May 2015)
Venture Partner @ (September 2013 - April 2015)
Managing Partner and Co-Founder @ (December 2007 - September 2013)
CEO @ (December 2007 - October 2008)
Managing Director @ Lehman Brothers (February 1992 - October 2008)
Daniel Wallace Education
Carnegie Mellon University
BS (Information & Decision Systems and Industrial Management)
1988-1991
Daniel Wallace Skills
Venture Capital
Capital Markets
Investments
Portfolio Management
Structured Finance
Management
Investment Properties
Commercial Real Estate
Asset Management
Due Diligence
Financial Structuring
Valuation
Small Business
Financial Modeling
Loans
Banking
Asset Managment
Leadership
Startups
Financial Reporting
Microsoft Office
Entrepreneurship
Strategic Planning
Sales
Mortgage
Services
Daniel Wallace Summary
Daniel Wallace, based in New York, NY, US, is currently a Chief Operating Officer at MAXEX. Daniel Wallace brings experience from previous roles at Haven, Figure, FirstKey and Chief Family Errand Executive (CFEE). Daniel Wallace holds a 1988 - 1991 BS in Information & Decision Systems and Industrial Management @ Carnegie Mellon University. With a robust skill set that includes Venture Capital, Capital Markets, Investments, Portfolio Management, Structured Finance and more. Daniel Wallace has 1 emails and 2 mobile phone numbers on RocketReach.
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