Work Preference
Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic
Open To Work

Daniel Barrientos Jr

Plano,TX

Work Preference

Job Search Status

Open to work
Desired start date: Open to discussion

Desired Job Title

Substitute Teacher, K-8Voice ActorPrivate Client BankerCEOCo-Founder

Work Type

Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work

Location Preference

HybridRemote
Location: Plano, TX, US
Open to relocation: No

Salary Range

60000/yr - 200000/yr

Important To Me

Flexible work hoursWork from home optionPersonal development programsCareer advancementCompany Culture

Summary

Talented Investment Professional offering 23 years of experience in asset and risk management. Possesses strong analytical skills, consultative sales experience and entrepreneurial creativity.

Overview

2027
2027
years of professional experience

Work History

Substitute Teacher, K-8

Educational Staffing Solutions
Plano, TX
2025 - Current
  • Implemented lesson plans to engage students in various subjects across K-8 grade levels including library instruction
  • Adapted teaching strategies to accommodate diverse learning styles and abilities within classroom settings.
  • Fostered a positive classroom environment to enhance student participation and collaboration.
  • Collaborated with regular teachers and librarians to ensure continuity of instruction and support for student needs.

Voice Actor

Self-employeed
Plano, TX
2020 - Current
  • Delivered diverse voice performances for various media, including commercials and websites.
  • Collaborated with clients to understand project requirements and deliver tailored voice solutions.
  • Utilized audio editing software to enhance recordings and ensure high-quality sound production.
  • Developed robust voices to bring scripts to life, enhancing audience engagement.

Private Client Banker

JPMorgan Chase Bank
Dallas, TX
2019 - 2020
  • Fostered high-net-worth relationships with 350 affluent clients, managing approximately $85,000,000 in assets.
  • Facilitated opening and upgrading of new customer accounts, including checking, savings, and lines of credit solutions.
  • Facilitated collaboration with three partners, including JPMorgan Wealth Advisor, Business Lending Manager, and Senior Home Lending Officer, to establish a cohesive OneChase team for high-net-worth clients.
  • Enhanced affluent client retention through implementation of strategic investment plans and tailored business lending solutions.

CEO

Park Cities Wealth Management, LLC
Plano, TX
2009 - 2019
  • Oversaw multi-million dollar investment portfolios through analytical consulting on asset performance and investment objectives.
  • Advised clients on diverse financial matters and delivered tailored recommendations for investment opportunities and services.
  • Evaluated investment opportunities through rigorous quantitative analysis of financial ratios and reports.

Co-Founder

214 Properties, LLC
Plano, TX
2009 - 2018
  • Executed negotiation, facilitation, and management of 19 real estate transactions, including a hospitality acquisition.
  • Developed and executed innovative guerilla marketing strategies targeting potential sellers and buyers.
  • Facilitated negotiations with buyers and sellers to assess raw property valuations.
  • Executed multi-media advertising strategies for property promotion across on-site and print media platforms.

Assistant Vice President- Financial Advisor

Merrill Lynch Wealth Management
Dallas, TX
1997 - 2009
  • Collaborated with clients to evaluate and achieve short- and long-term financial objectives.
  • Advised clients on diverse financial matters and delivered tailored investment recommendations aligned with individual needs.
  • Oversaw management of millions in client investments through personalized consultations to assess asset requirements and expense challenges.
  • Analyzed clients' financial circumstances to create effective financial planning solutions that align with their goals.
  • Evaluated and selected investments through comprehensive quantitative analysis of financial performance ratios and economic indicators.

Education

BBA - Marketing

Southern Methodist University
Dallas, TX
1996

Skills

  • Experienced in the broader registered securities industry, investment real estate, and the teaching industry
  • Analytical with an aptitude for troubleshooting, logistics and planning
  • Consultative sales experience with an entrepreneurial drive
  • Experienced in education of early adolescents and primary school students
  • Commercial and advertising voice acting experience

Affiliations

Member of American MENSA

Volunteer Librarian- Fowler Middle School

Former WatchDOGS President- Borchardt Elementary

Plano Citizen's Police Academy graduate

Avid Pickleball player

Timeline

Substitute Teacher, K-8

Educational Staffing Solutions
2025 - Current

Voice Actor

Self-employeed
2020 - Current

Private Client Banker

JPMorgan Chase Bank
2019 - 2020

CEO

Park Cities Wealth Management, LLC
2009 - 2019

Co-Founder

214 Properties, LLC
2009 - 2018

Assistant Vice President- Financial Advisor

Merrill Lynch Wealth Management
1997 - 2009

BBA - Marketing

Southern Methodist University

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