Daniel McNicholas
Melville,NY
Summary
Dedicated and organized financial professional with over 10 years experience in providing sound investment advice and developing complex financial and retirement plans while providing a high level of service for clients.
Overview
13
13
years of professional experience
Work History
Financial Advisor
The Choice Group Wealth Management
Melville, NY
04.2017 - Current
- Conduct detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Build and manage investment portfolios, regularly reviewing and rebalancing as needed.
- Prepared and presented performance reports for existing clients detailing the progress of their investments.
- Network and build relationships with potential clients and Centers of Influence.
Financial Advisor
Bank of America/Merrill Lynch
Melville, NY
05.2011 - 04.2017
- Established wealth management relationships with bank clients
- Facilitated client meetings with comprehensive investment strategy planning.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
Education
BBA - Accounting
Hofstra University
Hempstead, NY06-2010
Skills
- Financial Planning
- Portfolio construction
- Investment Advice
- Client Service
Timeline
Financial Advisor
The Choice Group Wealth Management
04.2017 - Current
Financial Advisor
Bank of America/Merrill Lynch
05.2011 - 04.2017
BBA - Accounting
Hofstra University
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