|Dan Williams, Citi Private Bank|
Daniel J. Williams is a managing director and ultra-high net-worth private banker at Citi Private Bank in New York, where he manages the financial needs of ultra-high-net-worth families. His clients include corporate executives, financial sponsors, closely held business owners and entrepreneurs. Dan will be honored this weekend on the Marquette campus as the Diederich College of Communication’s 2011 Young Alumnus of the Year.
Dr. David Krause, AIM program director, said, “It is wonderful that Dan is being recognized with this prestigious award. Since we formed the AIM program in 2005, Dan has been one of the driving forces behind helping our students with NYC internships and career placements."
Krause continued, “Besides organizing the annual Ins and Outs of Wall Street event on campus, Dan has spent literally hundreds of hours one-on-one with our students helping them with their resumes and career advising. Directly and indirectly through his efforts, he has probably impacted more Marquette finance students in the past five years than anyone off campus. He and the other NYC-based alumni have helped place an amazing number of Marquette students into the financial services industry. I am pleased that he is being recognized for his contributions with the Young Alumnus of the Year award. He is very deserving of the honor.”
Dan has more than 12 years of experience in the financial industry. Before joining Citi Private Bank, he was a managing director and private client advisor with US Trust, Bank of America Private Wealth Management in New York, where he was consistently ranked among the top private bankers in the country. Dan also has experience as a fixed income client portfolio manager with JPMorgan Fleming Asset Management, where he focused on institutional clients, including pension funds and endowments. In addition, Dan spent several years as an investment banker focused on the luxury, retail and apparel sectors at UBS Warburg and PaineWebber. Early in his career, Dan was a senior account manager with a boutique advertising firm in Chicago, where he worked on leading advertising campaigns for McDonald’s, Turtle Wax, Wrigley and the Ohio Art Co. (Etch A Sketch).
Dan received his M.B.A. from the Kellogg School of Management at Northwestern University, where he majored in accounting and finance. He received his bachelor of science in communication cum laude from Marquette University in 1992.
|Dan Williams at an Ins and Outs event|
Dan is committed to spending his time on charitable and community institutions. He serves as a member of the Planned Giving Advisory Committee of the Museum of Modern Art in New York and the Annual Dinner Committee for the American Ireland Fund in New York. He is also a member of the Finance Committee of Alpha Sigma Nu, the National Jesuit Honor Society. Dan is the former president of the Kellogg Alumni Club of New York and a former officer of the Marquette Club of Chicago, where he chaired the communications committee. He is a frequent advisor to Kellogg, Marquette and Loyola Academy Jesuit College Preparatory on national alumni, development and career placement issues. He was recently featured in Marquette Magazine for his work assisting Marquette students with focused career development and placement for key analyst training programs on Wall Street.
Dan resides in New York with his wife and daughter. And here’s a fun fact: Dan, originally from Wilmette, Ill., recalls that he wanted to be a doctor growing up. He decided against it because “the blood and mess were not too appealing.”
Dr. Krause concluded, “Please join me in thanking Dan for his enormous contributions. Congratulations on the Young Alumnus of the Year award – it is well deserved.”