How I can help you

I am a commercial banking executive with an extensive record of high achievement in both industry and consulting. I have sourced, approved and/or led the approval of over $3B of multiple types of loans to over 350 small business, middle market and large corporate borrowers. I have a successful track record of driving profitable growth in both start-up and established operations as an individual contributor and senior manager. I am currently providing debt market expertise in an advisory capacity and working for the SBA on the PPP lending and forgiveness process. As a former senior credit officer for one of the worlds largest banks, I have evaluated the business plans, strategies, competitive landscapes, operational capabilities and financial performance of manufacturers, distributors, retailers and service companies from a wide variety of industries. During my 25 years of participation in the financial services industry, I have also developed proficiences in mergers and acquisitions, business and commercial real estate valuation, B2B sales and financial hedging and derivative products. Drawing upon a long history of developing, growing and managing client relationships, I look forward to helping you achieve your goals as a SCORE client.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Funding/Loans
  • Human Resources
  • Management & Operations
  • Strategy Development

Industry Experience

  • Accounting & Tax Services
  • Professional Services
  • Real Estate

Dan Toll

Communication Methods

  • Email
  • In Person
  • Phone
  • Video