Daniel J. Dwyer
5600 River Bluff Drive, Bloomington MN 55437
Phone: 952-681-7920
CRD# 4119502
danieldwyer@firstintegritycapital.com
EDUCATION
University of St. Thomas, St. Paul, MN, B.A. 1988 - 1990. Major: Business Administration
Northern Arizona University, Flagstaff, AZ, 1985 - 1987. Business Information Systems
Registered General Securities Representative, Series 7, August 2003; Series 63, December 2006
EXPERIENCE
Managing Director (Present) First Integrity Capital Partners Corp., Bloomington, MN
Balance sheet/investment portfolio consultant with a deep capital markets/derivatives focus. Provides extensive experience in implementing and managing all capital markets applications related to the balance sheet. Specifically, this includes interest rate derivatives, wholesale funding and global interest rate strategies as they apply to the balance sheet.
Vice President/Capital Markets – Financial Institutions (2007-2010) U.S. Bank, Minneapolis, MN
Provide assistance to financial institution clients in determining strategies regarding fixed income investments, capital and funding, asset/liability management and interest rate derivatives.
Senior Vice President/Director Institutional Strategies Group (2005-2007) North American Capital Markets, LLC, Minneapolis, MN
Design and execution of all strategies related to financial institution client’s funding and hedging objectives including: structured repo transactions, interest rate derivative strategies, trust preferred and subordinated debt structures and fixed income portfolio guidance. Also, primary speaker representing firm at industry meetings and client events on topics such as interest rate derivative strategies and use of such tools.
Senior Vice President, Institutional Business Development (2004-2005) Northland Securities, Minneapolis, MN
All aspects of business development relating to the firm’s financial institution client sector including creating and implementing investment strategies. Participated as a voting member of loan committee.
Managing Director/Portfolio Solutions Group (1999-2004) U.S. Bancorp/Piper Jaffray, Minneapolis, MN
Managed integration of institutional investment strategies groups of both firms due to merger. Also included designing fixed income and asset/liability management analyses and balance sheet funding and hedging strategies.
Senior Vice President/Director of Product Development (1996-1999) Digital Visions, Inc., St Louis Park, MN
Assisted financial institutions in determining appropriate fixed income and asset/liability strategies. Responsible for all design, implementation, and interpretation aspects of the proprietary models used and output provided.
Assistant Vice President/Fixed Income Portfolio Analyst/Credit Analyst (1990-1995) Norwest Bank N.A. Minneapolis, MN
Provide analysis re all aspects of balance sheet management, asset/liability, cash flow analyses and capital strategies. Preparation of credit approval presentations on bank stock lending.
Industry related activity:
- Co-Chair Asset/Liability Management Committee for a $650 million bank
Recent speaking engagements:
- Missouri, Minnesota, and Kansas Bankers Assoc. annual meetings
- Sam Houston State University’s banking program
- Federal Financial Institutions Examination Council’s Continuing education program