Daniel Shallit

Daniel Shallit is an experienced finance professional with a robust background in strategic account management and business relationship management. Daniel currently serves as a Strategic Account Manager for Accountant Partnerships at Bill.com since October 2019, following a successful tenure at Wells Fargo from August 2011 to October 2019, where roles included Business Relationship Manager and Private Banker. During this period, Daniel demonstrated strong leadership and project management skills, managing diverse portfolios and consistently surpassing performance goals. Additionally, Daniel contributed as a Board Member for the Pacific Heights Residents Association from January 2016 to December 2017, focusing on community quality and character. Daniel holds a Bachelor's Degree in International Relations with a focus on Global Economics from the University of California, Davis.