Christopher A. Daniels
Chapin,SC
Summary
Organized and dependable military veteran effective at managing multiple priorities with a positive attitude. Experienced in working under pressure and adapting to new situations and challenges to achieve the organization's objectives. Demonstrated talent in business management & development, market research & analysis, and content design & presentation while ensuring compliance with policies and federal regulations. Skilled in communicating complex ideas and information to organizational leadership.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Director of Business Development
Axio Consulting Group
08.2020 - Current
- Key leadership position assisting with the development of a Registered Investment Advisory / Consulting firm – Facilitated firm growth to approximately $250M Assets Under Advisement
- Developed and executed strategic initiatives to implement key changes and improvements in business development and sales programs.
- Directed marketing teams, creating, deploying, and optimizing campaigns for prospects and current clientele.
- Consulted with product development teams to enhance products based on customer interest data.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data and budget factors.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Performed market research to identify, analyze and generated strategic business plans and marketing strategies to Senior Executives and Business Owners
- Communicates with all management parties, internal and external, to apply enrollment strategies and communicate progress/monitoring reports.
- Educated and assisted clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Researched ERISA rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
Financial Advisor
Self-Employed
05.2017 - 07.2020
- Utilized Prudential & Merrill Lynch as Broker/Dealer
- Analyzed client goals and financial data to determine solution(s) in the client’s best interest
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
Front House Manager
The Dover Brickhouse Restaurant
12.2012 - 12.2014
- Managed day-to-day FOH operations to drive quality, standards and meet customer expectations.
- Controlled cash and credit receipts by adhering to cash handling and reconciliation procedures to comply with company policies and procedures.
- Supervised staff of 40 through motivational coaching and effective training programs for service and sales techniques.
- Created and distributed staff schedules and maintained time cards to facilitate efficient payroll process.
- Resolved guests complaints while maintaining positive customer environment.
Sergeant / Artillery & Infantry Noncommissioned Officer
United States Army
01.2006 - 01.2014
- Awarded the Bronze Star Medal for meritorious service in combat deployments.
- Secured and protected military property, assets and personnel.
- Endured highly stressful situations and worked in physically demanding settings, remaining calm and composed.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Prepared teams for combat operations through effective training.
- Deployed and maintained rifles, machine guns, grenades and rocket launchers in offensive and defensive operations.
Education
Bachelor of Arts - Business Administration, Finance & Accounting
Shidler College of Business, University of Hawaii System
Honolulu, Hi12.2017
Skills
- Business Development and Planning
- Budgeting, Forecasting & Expenditure Monitoring
- Financial Statement Analysis
- Investment Evaluation & Portfolio Construction
- Key Account Relationship Management
- Understanding of Market & Economic Trends
- Regulatory Research & Compliance (ERISA, SEC, DOL, IRC, FINRA, and other applicable federal laws)
Affiliations
- Rotary International - Columbia Chapter
- South Carolina Chamber of Commerce
- Honolulu Chamber of Commerce (former)
- Junior Chamber International – Honolulu Chapter (former, B.O.D.)
Certification
- AIF - Accredited Investment Fiduciary
- CRES - Certified Retirement Education Specialist
- FEDC - Fiduciary Essentials for Defined Contribution plans (qualified instructor)
Timeline
Director of Business Development
Axio Consulting Group
08.2020 - Current
Financial Advisor
Self-Employed
05.2017 - 07.2020
Front House Manager
The Dover Brickhouse Restaurant
12.2012 - 12.2014
Sergeant / Artillery & Infantry Noncommissioned Officer
United States Army
01.2006 - 01.2014
Bachelor of Arts - Business Administration, Finance & Accounting
Shidler College of Business, University of Hawaii System
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