Daniel Hess

• Developed and executed high-probability futures and options trading strategies utilizing multi-timeframe analysis, institutional order flow, market structure, and volume profile methodologies.
• Identified precise trade entries and exits through the integration of liquidity analysis, price action, and auction market theory concepts.
• Managed multiple funded accounts simultaneously while adhering to strict proprietary firm risk parameters and capital preservation requirements.
• Developed strong psychological discipline through consistent self-assessment, emotional regulation practices, and process-oriented decision-making.

• Achieved successful onboarding of new clients through the development of comprehensive financial plans and seamless facilitation of asset transfers. Delivered effective financial plan presentations to clients, resulting in smooth asset transfer experiences.
• Delivered comprehensive market and portfolio updates, responding promptly to client inquiries and requirements.
• Utilized planning tools and relevant topics to enhance client relationships and support financial goal attainment.
• Analyzed market trends to discover potential new assets and referrals, successfully maintaining a retention rate above 98%.

• Executed comprehensive recruitment and coaching strategies to cultivate a motivated and high-performing sales team.
• Conducted in-depth consultations with prospects and clients to identify financial objectives and develop customized planning solutions.
• Facilitated collaboration with professionals and clients to strategize critical wealth management solutions.

• Delivered comprehensive wealth management and financial planning solutions to high-net-worth clients
• Leveraged consultative selling, relationship-building, and persuasive presentation skills to consistently convert prospective clients into long-term relationships, generating over $100 million in new assets under management during a peak six-month period.
• Collaborated with teams to establish a nationwide initiative focused on optimizing client and broker communication.
• Honored with multiple key contributor and chairman awards for outstanding performance

Cum Laude