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Employee Daniel Grady
Newport Beach 520 Newport Center Drive Newport Beach, CA 92660
FAX NUMBER: 949-720-0042
Dan Grady is a regional director at CIBC Private Wealth, with more than 38 years of banking experience. In this role, he is responsible for leading, growing and managing a team of experienced private bankers and advisors through sales leadership skills, in addition to sourcing new business opportunities to the organization.
Prior to joining the firm, Dan served as a senior vice president and group manager at Comerica Bank, where he was responsible for managing a $1.4B custom private banking credit portfolio for California markets in Orange County, San Diego and Los Angeles, as well as in Phoenix, Arizona. He was also responsible for developing a team of seven bankers in underwriting credit and business development. Dan also contributed with investment management, financial planning and estate services.
Previously, he served as a middle market banker in Michigan (Detroit and Grand Rapids) and California (San Francisco and Fresno). Dan also worked as a middle market banker for ABN-Amro/LaSalle from 1995-2003.
Dan earned a Bachelor degree in Business Administration from Western Michigan University and a Masters of Business Administration from Wayne State University.
Representing CIBC Bank USA.
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