Daniel Koval
Hawthorne,NJ
Summary
Adept Financial Planner with a proven track record at Prudential Financial, where strategic financial planning and exceptional client relationship development led to significantly enhanced client satisfaction and portfolio performance. Leveraged expertise in asset allocation and retirement planning alongside strong leadership qualities to foster growth and stability.
Financial planning professional with strong foundation in investment strategies, retirement planning, and risk management. Known for delivering results through collaborative team efforts, adaptable to changing needs, and reliable in high-stakes environments. Skills include financial analysis, portfolio management, and client relationship building, underpinned by strategic approach and strong ethical standards. Ready to make significant impact by aligning financial solutions with clients' long-term goals.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Planner
Prudential Financial
12.2023 - Current
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Recommended specific investments to help clients meet financial goals.
Education
Bachelor of Arts - Environmental Studies
SUNY, Purchase
Purchase, NY05-2015
Skills
- Leadership qualities
- Teamwork orientation
- Client relationship development
- Cash flow management
- Strategic financial planning
- Insurance planning
- Retirement planning
- Portfolio management
- Wealth management
- Market research
- Asset allocation
- Investment advising
- Sales acumen
- Financial plan preparation
Certification
- Registered Investment Advisor (RIA) - U.S. Securities and Exchange Commission or State Securities Regulators.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 65 License - North American Securities Administrators Association through FINRA.
- Series 63 License - North American Securities Administrators Association through FINRA.
Timeline
Financial Planner
Prudential Financial
12.2023 - Current
Bachelor of Arts - Environmental Studies
SUNY, Purchase