oping all relationships whether it is with
a prospect, customer or colleague.
What role has mentoring played in your
Mentoring played a significant role in
my career. First and foremost, I’m lucky
to have a father, Paul Bolger, who is an
ABL industry veteran, as a personal and
professional mentor. There is nothing
like talking ABL shop over a Thanksgiving turkey dinner!
From a professional standpoint, I’ve
had various mentors in each position
I’ve held. From my days as a credit analyst and portfolio manager, and now in
business development, mentors continue to be essential in my career development. While my mentors have not been
part of a formal “mentoring program”,
there is no doubt that working for and
with people who are approachable and
accessible is crucial to a successful
learning and working environment. I’m
lucky to have worked with mentors willing to guide me through the process and
hand over the reins when appropriate.
What do you know now that you wish you
knew when you first started your career?
Efficiency thrives from organization.
Realistically, this is a constant work-in-process and reminder to continue fighting the battle against disorganization.
ers, colleagues, and vendors. In doing
so, be yourself, be honest and follow up
when necessary. People enjoy working
with people they are comfortable with,
who treat them with respect, and who
are straightforward with them.
Be patient. Rome wasn’t built in a day,
and neither is your career. Work hard
and strive to become an expert in your
field. As you become a valued resource
for prospects, customers, and colleagues, ensure continued professional
growth by speaking with mentors about
goals and potential career paths.
Communicate consistently with
prospects, customers, and colleagues.
Whatever the task at hand may be,
always ensure that everyone is on the
same page. In certain circumstances,
last-minute fire drills are unavoidable;
however, if everyone involved is apprised of the situation the process will
What is the best professional advice you
have been given and how have you implemented it?
“People like nice people…” – Ron Burton Sr.
This quote, by Ron Burton Sr., was
engrained in me at a young age by my
father and is more of a life lesson which
translates through to the working world.
Being “nice”, or treating others with respect in all situations, goes hand-in-hand
with developing long-standing relationships. I try to be approachable in devel-
ince joining Citizens Business Capital in 2015, Dan has been a member of
the Originations Team responsible for sourcing and structuring ABL transac-
tions for new C&I and retail clients. The originations effort within Citizens
Business Capital focuses on attracting lead relationships by providing
thoughtful, holistic solutions in coordination with Citizens Commercial Bank-
ing Coverage and Product teams.
Before joining Citizens, Dan worked at Wells Fargo Capital Finance as a portfolio
manager in the ABL Division. In addition to managing a number of relationships, he
managed several non-performing loans, workouts, and turnarounds. Dan began
his banking career in 2005 at TD Bank as a credit analyst in their ABL Group.
In 2016, Dan was President of CFA’s New England Chapter and this year served as
Chairman of the Chapter’s Annual Charity Golf Event. He is a two-time member of
the Dana Farber Marathon Challenge, a former Special Olympics basketball coach
and volunteer with Big Brother of Massachusetts Bay. Dan and his wife Meaghan
are the proud parents of two children, Braden and Brooke.
Vice President – Originations
Citizens Business Capital
Is there a piece of professional advice that
you would give yourself if you could go
back in time?
utside of working hard and
putting in the effort: Be
adaptable, be approach-
able, be patient, and always
Be adaptable; in time, all
organizations evolve to gain competitive
advantages. Changes can be painful in
terms of new processes and changing
teammates. That said, change is to be
expected. Try to understand the insti-
tutional rationale for change, but to the
best of your ability, never let change im-
pact the customer. Never allow change
to take your eye off the ball in terms of
protecting and preserving relationships,
and, just as important, protecting and
preserving shareholder value.
Be approachable with all relationships you foster. Become a valued
resource for prospects, existing custom-