Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

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, TX
2019

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

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Daniel Jeffries