Summary
Overview
Work History
Education
Skills
Additional Information
Certification
References
Timeline
Generic

Daniel Hill

523 Bradford Rd. Clayton,GA

Summary

Hardworking professional well-versed in handling materials, operating machinery and supporting overall team and project needs. Proficient in navigating compliance mandates that govern site and worker safety. Focused on building a long-range career in the field. Dedicated to continuous learning, enhancing team value through acquired skills.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Sub-Contractor

Jimmy Hill Construction, Inc.
Clayton, GA
01.2023 - Current
  • Visited job sites and reviewed renovation plans to ascertain projects.
  • Renovated and produced physical structures to meet timeline and budgetary constraints.
  • Applied changes requested by designers, owners or inspectors to optimize work.
  • Worked independently and with other team members to decipher problems and create solutions.
  • Maintained composure and productivity in high-pressure environments to facilitate client satisfaction.
  • Conducted online research to obtain relevant information and materials.
  • Converted downtime into learning about new freelance services to offer more assistance and boost earnings.

Paraplanner / Client Services Associate

C.E. Wealth Group, LLC
Franklin, North Carolina
04.2021 - 12.2022
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs
  • Prepare forms or agreements to complete sales
  • Complete sales order tickets and submit for processing of client-requested transactions
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives
  • Record transactions accurately, and keep clients informed about transactions
  • Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients
  • Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations
  • Relay buy or sell orders to securities exchanges or to firm trading departments
  • Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions
  • Prepare documents needed to implement plans selected by clients
  • Explain stock market terms or trading practices to clients
  • Prepare financial or regulatory reports required by laws, regulations, or boards of directors
  • Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter
  • Assist customers by providing information and resolving their complaints
  • Answer customers' questions, and provide information on procedures or policies.

Rural Mail Carrier Associate

United States Postal Service
Clayton, Georgia
07.2014 - 03.2021
  • Transport mail from one work station to another.
  • Receive letters and parcels, and place mail into bags.
  • Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
  • Provide customers with assistance in filing claims for mail theft, or lost or damaged mail.
  • Put undelivered parcels away, retrieve them when customers come to claim them, and complete any related documentation.
  • Sort incoming and outgoing mail, according to type and destination, by hand or by operating electronic mail-sorting and scanning devices.
  • Provide assistance to the public in complying with federal regulations of Postal Service and other federal agencies.
  • Complete forms regarding changes of address, or theft or loss of mail, or for special services such as registered or priority mail.
  • Answer questions regarding mail regulations and procedures, postage rates, and post office boxes.
  • Check mail in order to ensure correct postage and that packages and letters are in proper condition for mailing.
  • Obtain signatures from recipients of registered or special delivery mail.

Education

Associate of Arts - Business Administration

University of North Georgia
Dahlonega, Georgia
08.2020

Associate of Applied Science - Accounting

North Georgia Technical College
Clarkesville, Georgia
01.2018

High School Diploma -

Rabun County High School
Tiger, Georgia
05.2014

BBA - Finance

University of North Georgia
Dahlonega, Georgia

Skills

  • Microsoft Office experience
  • Adaptability
  • Commercial and residential projects
  • Financial planning
  • Problem solving
  • Time management
  • Research skills

Additional Information

  • AWARDS , 10th Place, PBL Nationals - (Anaheim, CA) for Financial Analysis & Decision Making, 2017 1st Place, PBL Nationals - (Baltimore, MD) for Financial Services, 2018 8th Place, PBL Nationals - (San Antonio, TX) for Integrated Marketing Campaign, 2019. Georgia Occupational Award of Leadership (GOAL) Student for North Georgia Technical College, 2018.

Certification

  • SIE + Series 7 License
  • Series 66 License
  • Life & Health Ins. License
  • Variable Products Ins. License

CRD: 7354630 / NPN: 20284084

References

References available upon request.

Timeline

Sub-Contractor

Jimmy Hill Construction, Inc.
01.2023 - Current

Paraplanner / Client Services Associate

C.E. Wealth Group, LLC
04.2021 - 12.2022

Rural Mail Carrier Associate

United States Postal Service
07.2014 - 03.2021

Associate of Arts - Business Administration

University of North Georgia

Associate of Applied Science - Accounting

North Georgia Technical College

High School Diploma -

Rabun County High School

BBA - Finance

University of North Georgia

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