Daniel Basye
St. Petersburg,FL
Summary
Developed comprehensive skills in fast-paced finance environment, focusing on client relations and account management. Demonstrates proficiency in managing complex administrative tasks and ensuring regulatory compliance. Eager to contribute to team success and further develop professional skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
New Accounts Associate
Raymond James Financial, Inc.
St. Petersburg, FL
09.2025 - Current
- Support registered client service representatives and financial advisors by maintaining and updating client brokerage accounts.
- Advise on required documentation for financial transactions and assist with opening new retail and retirement accounts in the account tracking system.
- Process and review submitted forms to ensure accuracy, legitimacy, and compliance with firm standards and FINRA regulations.
- Respond promptly to branch email inquiries and deliver high-quality service to support efficient account management and strong branch relationships.
- Strengthened regulatory knowledge, financial analysis, attention to detail, problem-solving abilities, and communication skills in a fast-paced financial services environment.
Team Member
Belle Meade Children’s Center
Belle Meade, TN
12.2024 - 09.2025
- Support staff across the facility by stepping in where needed to ensure smooth daily operations.
- Manage administrative tasks including running copies, checking attendance, and tracking building entry and exit.
- Monitor and maintain compliant staff-to-participant ratios.
- Oversee activity across departments to ensure adherence to operational guidelines.
- Review and verify records for accuracy to maintain organized and reliable documentation.
- Strengthened analytical skills and attention to detail by tracking occupancy and supporting team-wide efficiency.
Supervisor
Lifetime
Collierville, TN
08.2023 - 08.2024
- Supervised the kids’ department and support team members by ensuring they have the materials and resources needed to operate effectively.
- Maintain accurate attendance records by inputting data into attendance software and tracking facility entry and exit.
- Review attendance sheets, monitor participation, and stay informed on daily operations to ensure smooth workflow.
- Manage time effectively, stay organized, and lead team members with confidence in a fast-paced environment.
- Handle real-time situations with composure while maintaining a safe, structured, and well-managed environment.
Education
BBA - Finance – Real Estate Concentration
University of Memphis
Memphis, TN05-2025
High School Diploma - undefined
Evangelical Christian School
Cordova, TN05-2021
Skills
- Finance Analysis
- Financial Services
- Client Relations
- Document Processing
- Financial Literacy
Certification
FINRA Securities Industry Essentials (SIE) - in progress
Timeline
New Accounts Associate
Raymond James Financial, Inc.
09.2025 - Current
Team Member
Belle Meade Children’s Center
12.2024 - 09.2025
Supervisor
Lifetime
08.2023 - 08.2024
High School Diploma - undefined
Evangelical Christian School
BBA - Finance – Real Estate Concentration
University of Memphis