Daniel Doyle
Medford Lakes,NJ
Summary
High-energy, detail-oriented, team focused professional seeking to advance in the financial services industry.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Education Savings Group Specialist
Vanguard
07.2023 - Current
- Support clients by providing guidance on investing in 529 Accounts
- Handle rollovers, Secure Act 2.0, excess withdrawals, and investment guidance related to 529 accounts
Investment Orders Representative
Vanguard
06.2022 - 07.2023
- Engaged clients through personal interactions and helped them with all aspects of investments
- Handled mutual fund trades, ETF trades, stock trades, corporate actions, options, margin, and other client needs.
Investments Apprentice
Vanguard
12.2021 - 06.2022
- Handled mutual fund trades and foundational topics
- Equity trading investments
Client Relationship Associate
Vanguard
07.2021 - 12.2021
- Preparation for Series 7 and 63 licensing exams
Comfort Specialist
Campbell Comfort Systems
10.2019 - 02.2021
- Developed and maintained relationships with customers ensuring their satisfaction with products and services
- Analyzed specific HVAC situations, and gave advice and estimates to customers accordingly
- Continually enhanced sales skills and product knowledge to promote a professional image and provide excellent service
- Worked with other branch personnel to ensure great customer service from the order to the delivery and beyond
Leasing Specialist
Asset Campus Housing at Evo Philly and RU Living
04.2018 - 09.2019
- Answered high volumes of phone calls and gave tours to prospective tenants
- Leased various types of apartments and houses to tenants
- Hosted open houses at RU Living in New Brunswick, NJ
- Planned and executed up to four resident events per month
- Participated in off-site marketing for onsite events
- Helped with resident leasing issues in a building with more than eight-hundred tenants
Sales/Account Executive
PLS Logistics Services
01.2017 - 09.2017
- Generated new business through identifying and contacting potential customers and pitching equipment transaction services through cold-calling
- On boarded three new clients
- Negotiated transportation rates and services
- Facilitated logistics of shipments, pricing and locations for more than 100 customers daily
- Resolved problems concerning transportation, logistics systems or customer issues
Assistant Manager of Group Sales (Co-op)
Academy of Natural Sciences
06.2015 - 09.2015
- Worked closely with the manager of group sales to increase group visits
- Contacted large corporations to sell consignment tickets for their employees
- Visited hotel concierges to inform them of upcoming events at the Academy for their guests
- Called groups to invite them to special days and events
Education
B.A. Arts Management -
Drexel University
09.2016
Skills
- Apple and Windows, Microsoft Office Suite, Salesforce
- Negotiation, Sales, Social Media
- High energy, detail-oriented, team-focused professional with success in building relationships, uncovering needs and recommending solutions Excellent customer service, leadership, communication, time management and interpersonal skills Enjoys being part of a team that strives for excellence in meeting and exceeding customer expectations Effectively uses critical thinking to navigate through complex situations Hold Series 7 and 63 licenses
Certification
Series 7 and Series 63 licenses.
Timeline
Education Savings Group Specialist
Vanguard
07.2023 - Current
Investment Orders Representative
Vanguard
06.2022 - 07.2023
Investments Apprentice
Vanguard
12.2021 - 06.2022
Client Relationship Associate
Vanguard
07.2021 - 12.2021
Comfort Specialist
Campbell Comfort Systems
10.2019 - 02.2021
Leasing Specialist
Asset Campus Housing at Evo Philly and RU Living
04.2018 - 09.2019
Sales/Account Executive
PLS Logistics Services
01.2017 - 09.2017
Assistant Manager of Group Sales (Co-op)
Academy of Natural Sciences
06.2015 - 09.2015
B.A. Arts Management -
Drexel University