Danzger Group - Igniting Finance and Tech Careers

Are you finding it really hard to achieve your career objectives? Getting a job or transitioning out of what that doesn’t suit you. Or maybe you need to improve your current work situation?

I’m the solution. I help you land a gratifying, rewarding job or internship matched to your strengths and interests and to succeed in your career. I do this through one-on-one coaching and advising with a holistic, design-oriented approach.

I help you get off the hamster wheel of simply constantly applying to jobs and hearing crickets. I teach you how to supplement those applications with networking in a way that doesn’t feel cringey.

We’ll start by ensuring that you have some clarity on what you might like to do. It’s better to take a moment to reflect on where your strengths and interests might best be applied than to start randomly applying to jobs.

I ensure that your career documents (resume, LinkedIn, and cover letter) are in great shape.

I help you land and prepare for meetings and interviews.

I help you with the important, yet often-overlooked, things that many career coaches don’t consider, like evaluating and negotiating job offers and getting off on the right foot in a new job.

In short, I help you:

• Identify your strengths and passions to suggest career direction
• Create materials to present themselves in the most attractive light (e.g., resume, LinkedIn profile, cover letter)
• Learn how to build and grow your professional network to help land a job
• Master meeting and interviewing skills
• Understand how to evaluate and negotiate offers
• Succeed in the workplace with an early action plan

LEARN MORE

MY FREE MONTHLY NEWSLETTER: https://go.danzgergroup.com/newsletter
REQUEST A FREE CAREER SOLUTIONS CALL: https://www.calendly.com/danzgergroup/15min
TESTIMONIALS: https://www.danzgergroup.com/home#Testimonials
EMAIL: neil@danzgergroup.com

Career Coach and Advisor

I uplevel your career documents so you get more interviews and offers.

In today’s busy world, people who read your resume and LinkedIn profile give them quick scans. They must be concise and demonstrate what you can do for your next employer.

I transform your resume from a laundry list of roles and responsibilities to compelling, quantified accomplishments and achievements that make people stand up and take notice. 

When I’m through, you’ll not only have a polished resume, LinkedIn profile, and cover letter, but you’ll be better prepared in meetings and interviews when you see how I’ve communicated you to others in writing.

LEARN MORE

MY FREE MONTHLY NEWSLETTER: https://go.danzgergroup.com/newsletter
REQUEST A FREE CAREER SOLUTIONS CALL: https://www.calendly.com/danzgergroup/15min
TESTIMONIALS: https://www.danzgergroup.com/home#Testimonials
EMAIL: neil@danzgergroup.com

Resume Writing and LinkedIn Optimization

I’ll make you a pro at acing interviews and networking meetings. This translates to more offers.

I share the principles and techniques that help you truly connect during a conversation. 

You’ll learn how to master the art of storytelling, effectively demonstrating what you can do for your next employer, and building stronger personal connections that instill trust.

I’ll conduct a mock interview with you and provide you with detailed, useful feedback so you can up your game.

Interview Preparation

If you’re generally happy in your current role, but you’d like to address issues that you feel prevent you from being the most effective, productive, and satisfied, I can help. I can coach you, asking you questions you never thought of to unlock insights. Despite a common misconception, coaching is about much more than remediation. It’s about making strides through continuous reflection and improvement.

Executive Coach

TechCXO

Offered strategic CFO/COO services (on-demand/fractional, interim, and project-based engagements) to technology-intensive companies nationwide. Areas of focus included investment management/fintech, SaaS, big data, AI, and machine learning. Helped companies that might not otherwise have the scale to afford a full-time strategic CFO for capital raising, increasing revenue, entering new markets, and profitability improvement.

Partner

Rebar Systems, LLC

One of four founders who grew the firm from startup to a team of 60 and double-digit millions in revenue.

Established and managed finance, administration, and operations (FA&O) processes. Spearheaded human resources/benefits, legal, international operations, compliance, risk management, & real estate.

Helped secure private investments from three of the world's largest hedge funds. Crafted and negotiated financing, teaming, intellectual property (IP), and client agreements.

Rebar Systems’ core expertise is providing financial institutions such as hedge funds, brokers, and banks with software, IT consulting/integration services, and support of high performance trading and transaction management systems. Systems include execution management systems (EMS) and order management systems (OMS.)

Chief Financial Officer and Co-founder

Miami International Holdings, Inc.

Senior Vice President focusing on operations and finance for the IT group of a well-funded startup involved in a massive systems development effort to serve the capital markets

Senior Vice President

Front Row Electronics, LLC

Founded a consumer electronics e-commerce business.  Subsequently sold ownership interest.

Owner

RiverEdge Capital Partners LLC

Primary responsibility for tech sector investments in a concentrated long/short equity hedge fund

Hedge Fund Analyst

US Trust

Managing Director, Growth Equity Group
Co-managed $1 billion in large/mid cap growth equities. 

• Gathered assets, winning numerous new mandates, ranging from $2 million to $75 million, from individuals, institutions, as well as clients of intermediaries.
• Conducted investor seminars, appeared on television (e.g., Bloomberg TV), and was quoted in the financial press (e.g., Barron’s.)
• Demonstrated strong investment performance during tenure.
• Refined the team’s buy/sell disciplines and introduced advanced valuation techniques (e.g., Credit Suisse HOLT), leading to improved risk-adjusted returns.
• Served on the firm’s Portfolio Policy Committee, establishing firm-wide investment policy.

Managing Director/Portfolio Manager

Morgan Stanley

Research Analyst, Telecommunications Equipment ('94-'97); Computer Hardware/Software ('92-'94)

• Ranked #3 among Telecom Equipment analysts in 1997 Greenwich Associates research poll.
• Ranked #4 among Morgan Stanley research analysts in stock picking (1996).
• Involved in seven IPOs (including one of the largest U.S. IPOs ever) and two follow-on offerings, transactions representing almost $4 billion.
• Contributed to The Internet Report by Mary Meeker.  HarperCollins, 1996.

Equity Research Analyst

🔥 Igniting Tech & Finance Careers | Getting You the Role and Compensation You Deserve | (Learn How to Get More Interviews and Offers. Click On The Video Link Below.) ⬇️

Face it. There are few things as trying as being in a job you don’t like or searching for a job.

Both of these situations are often accompanied by restlessness, frustration, and anxiety.

How happy would you be to achieve your career goals and find meaningful, sustaining work that energizes you?

You CAN find your dream position when armed with the methodology to establish or confirm career direction and effectively execute a job search. Or, if you’re in a position that suits you, but you are confronting some obstacles, you may very well be able to improve your situation.

Hi, I’m Neil. I’m proud to have helped many people land exciting jobs and internships and improve their work situations. I’m happy to do the same for you.

My career has been largely at the intersection of finance, operations, and technology. I've run HR for the eight-figure revenue tech startup I co-founded, having hired 100 people, interviewed 500 people to find them, and reviewed thousands of resumes during my career. This follows earlier experience at big companies like Morgan Stanley and Goldman Sachs and several startups.

Let me shepherd you in your career so you can be prepared to face any work situation confidently.

WHAT MY CLIENTS SAY:

⭐⭐⭐⭐⭐

"I’m thrilled with the work Neil did with me on my resume, LinkedIn profile, and cover letter. The process was efficient and painless! Neil drew out my accomplishments and achievements and made them pop on my resume. He helped me revise my LinkedIn profile, including a headline and an About section that allow my personality to shine through. He also composed a crisp, customized cover letter with me. If you’re looking for help with your career materials, you can count on Neil.

- Karen S., managing director

⭐⭐⭐⭐

“Neil will help get you focused and organized in no time at all. I particularly appreciated his help and guidance on my LinkedIn profile which is now showing up in many more searches.

– Global portfolio manager at a premier asset manager

⭐⭐⭐⭐⭐

While working with Neil on interview prep, he consistently served as a helpful voice, reminding me of what recruiters and prospective employers are really looking for. He makes himself extremely accessible to his clients as well. I highly recommend his services for anyone who is going through a job search or career pivot. 

– Eric K., operations manager, Arch

💡 Visit my Featured section to watch my introduction video and learn how to get more interviews and offers.

https://www.DanzgerGroup.com
neil@danzgergroup.com

Neil Danzger, CFA

Baystate Financial

Since we opened our doors in 1901 we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead. Baystate is headquartered in Boston, MA and has 16 office locations throughout New England with over 600 employees. Baystate Financial specializes in many things such as financial planning, business and
estate planning, retirement planning, as well as a variety of protection and investment products.

“We believe that Baystate Financial's greatest strength is its network of talented people, the
passion they have for their work, and the collaborative culture they embrace. All across New
England, our associates make us a best place to work. Our focus always is to foster an
environment that encourages their best thinking and supports their personal and professional
development so that we bring the best to each other and to our clients day in and day
out,” David C. Porter, Managing Partner.

We are proud to announce that Baystate Financial was voted one of the Top Places to Work again. This is the 9th time we have achieved this recognition. The honor recognizes the company’s achievements in creating a positive work environment that attracts and retains associates through a combination of associate satisfaction, working conditions and company culture.

Financial Advisor

Thrivent

• Launched independent financial advisory practice.
• Offered tailored advice, investment, insurance, banking and generosity solutions.

Financial Professional

Hedge Fund [Confidential - Full Details Available on Request]

• Consulted founding partner on investment strategy, competitive positioning and capital-raising efforts.
• Researched macroeconomic trends and synthesize buy- and sell-side analyses.
• Helped write initial investor pitchbook and edited subsequent marketing materials.

Advisor

Charles Schwab

• As primary relationship manager, built private-bank-like practice of over 400 high-net-worth families, focusing on client retention, new business development and asset allocation.
• Provided customized financial/estate planning, portfolio analysis and investment advice resulting in increased client engagement, outside asset consolidation and referrals.
• Advised clients on overall capital markets and changing day-to-day market conditions.
• Doubled book of business to over $800 million by targeting executives and influencers in Silicon Valley’s tech, venture capital and private equity communities.
• Exceeded net asset flow goal by 60% in 2016 and 100% in 2017.
• Developed relationship with SaaS company CEO and his family, creating opportunity for Schwab to win his personal assets and corporate stock plan.
• Directed $100+ million in client assets to independent RIAs, Schwab Private Client team, affiliated asset managers and robo-adviser Schwab Intelligent Portfolios.

Vice President, Financial Consultant

FBR Capital Markets & Co.

• Improved penetration at top-tier institutional investors in New York and New Jersey.
• Increased commissions 50% year-over-year at top client.
• In 2011, voted top salesperson in New York office and ranked 7th nationally out of 50 by research analysts based on my commitment to outstanding research content delivery.

Senior Vice President, Equity Research Sales

Telsey Advisory Group

• Led western US sales program for this consumer-focused boutique research firm.
• Conducted high-touch outbound calling campaigns and monthly analyst marketing visits.
• Increased broker ranking and commissions at the largest asset manager in Denver.
• Made broker list for the first time at the fourth-largest asset manager in Denver.

Director, Equity Research Sales

Banc of America Securities

• Served as primary business development officer for assigned hedge funds, institutional money managers, insurers, mutual fund companies and pension funds.
• Developed deep understanding of client needs to drive customer acquisition and loyalty, achieving top ten broker ranking on core accounts.
• Attained targeted customer service levels and negotiated commission payments annually per account.
• Up-sold a commission-sharing agreement to the asset management division of a Fortune 100 company, becoming a preferred trading partner.
• Cross-sold equity derivative trading services into the asset management arm of a major European insurer.
• Prospected a high-visibility international family office. Increased commissions to $2M within two years. Helped this client obtain top ten allocation in VISA IPO.
• Recruited nine associates from the Class of 2005 NYU MBA program – the most hires from any MBA program that year.

Principal, Equity Research Sales

Vice President, Equity Research Sales

Sales Assistant and Associate, Equity Research Sales

Runner and Trade Processor

Citi

Associate

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and
access to a wide variety of products and services can help you meet your financial goals, estate
strategies and insurance needs. Whether your goals include preparing for milestone life events like
retirement or college, or whether you’re simply looking for life, disability income or long-term care
insurance protection, I promise you a new level of attention, insight and capability. Contact me to
discuss your financial future.

I am licensed to sell insurance in CA, LA, MA, MD, NJ, NY & WY.

CA License #0L79201

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor, Boston, MA 02110 / 617-585-4500

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The Battle

Neil Danzger, CFA

Tom Wyszynski MBA

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