Summary
Overview
Work History
Education
Skills
Timeline
Generic
Daniel Leyes

Daniel Leyes

Boones Mill,VA

Summary

Aspiring financial advisor with practical experience in financial planning and client engagement. Developed comprehensive financial plans covering cash flow, investments, insurance, retirement, tax, and estate planning during externship and internship. Proficient in eMoney, Asset-Map, Redtail CRM, and Morningstar Workstation. Currently pursuing a B.S. in Finance with minors in Economics and Ethics at Radford University, expected December 2025.

Overview

6
6
years of professional experience

Work History

Financial Advising Internship

Frank A. Leyes & Associates
Roanoke, VA
05.2025 - 08.2025
  • Facilitated preparation of client reviews, workflow development, and planning process enhancements.
  • Supported implementation of financial planning technology to boost client engagement.
  • Acquired practical experience in compliance, planning documentation, and client communications.

The Externship

Amplified Planning
06.2025 - 08.2025
  • Company Overview: Virtual
  • Observed real client meetings and developed financial planning deliverables across cash flow, investments, insurance, taxes, retirement, college planning, and estate planning.
  • Gained hands-on experience with eMoney, Asset-Map, Redtail, EncorEstate Plans, and Morningstar Workstation Advisor; earned eMoney certification.
  • Learned from 60+ financial planning professionals, earning 500+ hours toward CFP Board experience requirements.

Team Lead

Chick-fil-A
Roanoke, VA
12.2019 - 05.2025
  • Supervise and develop team members, optimizing staffing and workflows during peak hours.
  • Resolve customer issues quickly, ensuring high retention and positive client experiences.
  • Recognized for rapid decision-making, leadership, and consistent top performance.

Planetarium Showrunner

Radford University
Radford, VA
08.2022 - 05.2023
  • Directed campus planetarium programming, optimizing operations and marketing strategies.
  • Executed targeted outreach initiatives to boost community engagement and participation.

Education

BBA - Finance

Radford University
Radford, VA
12.2025

Skills

  • Financial planning software (emoney, Morningstar, Asset-map)
  • Client relationship management
  • Microsoft Office proficiency
  • Leadership and team training
  • Public speaking and presentation
  • Adaptability and communication
  • Compliance awareness and risk management
  • Time management and multitasking
  • Prospecting and business development

Timeline

The Externship

Amplified Planning
06.2025 - 08.2025

Financial Advising Internship

Frank A. Leyes & Associates
05.2025 - 08.2025

Planetarium Showrunner

Radford University
08.2022 - 05.2023

Team Lead

Chick-fil-A
12.2019 - 05.2025

BBA - Finance

Radford University

Similar Profiles

CREATE PROFILE
Daniel Leyes