Summary
Overview
Work History
Education
Skills
Volunteering
Timeline
Generic

Daniel Friedlander

Phoenix,AZ

Summary

Results-driven financial professional with forward-thinking approach centered on servant leadership. Demonstrated record of success in building successful operations and managing profitable relationships.

Overview

7
7
years of professional experience

Work History

Financial Advisor - VP

PNC Investments
12.2020 - Current
  • Successfully retained $120MM in AUM during merger of PNCI and BBVA Investments
  • PNC Financial Advisory Council member for California, Arizona, and Texas to build improvements in business development objectives
  • Analyzed investment opportunities, created performance reports and developed relationships across 4 PNC branches and 800+ households
  • Led state of Arizona for new advisory business and financial plans delivered in 2022

Associate Wealth Management Advisor

Northwestern Mutual
11.2018 - 12.2020
  • Processed all new business for our practice which led the network with 130+ new clients
  • Developed financial plans for our 200+ resident physician prospects which led the region in 2019 and 2020
  • Created investment proposals and performance reports for quarterly client reviews

Investment Specialist

Merrill Lynch
01.2017 - 11.2018
  • Converted trade and service requests into new AUM for the firm and ranked in the top 10 each quarter for the metric
  • Executed complex trades for the highest net worth individuals in our segment
  • Provided exceptional customer service to client needs and consistently placed in top-tier ranking for client surveys

Education

Bachelor of Science - Business Administration

Grand Canyon University
Phoenix, AZ
12.2016

Skills

  • Critical Thinking
  • Financial Management
  • Process Optimization
  • Portfolio Management
  • Coaching and Mentoring
  • Negotiation and Persuasion

Volunteering

I am a volunteer for Junior Achievement in Arizona which is an organization that focuses on financial literacy for the youth through lesson planning in the classroom and live workplace simulations in a replica business district.

Timeline

Financial Advisor - VP

PNC Investments
12.2020 - Current

Associate Wealth Management Advisor

Northwestern Mutual
11.2018 - 12.2020

Investment Specialist

Merrill Lynch
01.2017 - 11.2018

Bachelor of Science - Business Administration

Grand Canyon University

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Daniel Friedlander