Daniel Jeffries
Austin,TX
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Associate
Dimensional Fund Advisors
08.2021 - Current
- Acting as internal/ external supporting multiple territories for the broker-dealer team
- Leading client meetings virtually and in person
- To date tagged over $100m in NNA for territory
- Serving as mentor to newer associates and interns
- Providing investment knowledge, guidance, and portfolio analysis to clients
- Leading member of GCG Onboarding Committee
- Well-versed in Dimensional's investment philosophy and unique portfolio design and implementation
- Currently managing a four state territory
Financial Representative
Fidelity Investments
08.2020 - 07.2021
- Supported local Investor Center associates through outbound dialing, inbound service, and client requests
- Actively managed in office operations as a fulfillment coordinator
- Assisted walk in clients virtually as protocol allows
- Learned consultative techniques and strategies through Fidelity's FFC Program
- Studied and obtained SIE, Series 7 and Series 66 on first attempts upon hiring within 4 month period
Broker
Capitol Wealth Strategies
06.2019 - 08.2020
- Determined financial goals and recommended appropriate services to maintain long-term relationships with account holders
- Created and implementing business and marketing plans to drive growth
- Prospected through various mediums to create opportunities
Executive Assistant
University Communities LLC
08.2018 - 06.2019
- Coordinated Principal's complex and frequently changing travel arrangements and coordinated pre-planning of trips
- Learned and implemented valuable business management practices under close guidance of a seasoned executive
Education
Bachelor of Science And Arts - Biology
University of Texas At Austin
Austin, TX2019
Skills
- Selling techniques
- Advanced interpersonal skills
- Analytical problem solving
- Strategic Planning
- Savvy relationship-builder
- Proficient in MS Word, Excel, Powerpoint
- Capital Markets experience
- Investment best practices
Certification
- Finra SIE, Series 7 & 66 licenses
- General Lines Agent- Life, Accident, and Health
- Red Cross Certified Lifeguard Instructor
Interests
Avid fan of all things coffee and espresso, in addition to personal fitness, relationships, and Austin's nature scene
Timeline
Senior Associate
Dimensional Fund Advisors
08.2021 - Current
Financial Representative
Fidelity Investments
08.2020 - 07.2021
Broker
Capitol Wealth Strategies
06.2019 - 08.2020
Executive Assistant
University Communities LLC
08.2018 - 06.2019
Bachelor of Science And Arts - Biology
University of Texas At Austin