Daniel Moll
Sunrise,FL
Summary
I am the consequence of a discipline and the recipient of a relentless and inextinguishable determination moved by a profound, impulsive desire to expand my capabilities and evolve my cognitive degree to become someone with distinguished accomplishments.
Overview
1
1
year of professional experience
Work History
Financial Coach
PFS Investments
03.2023 - Current
- Conducted dynamic group presentations and one-on-one coaching on diverse financial topics. Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs resulting in 19 sales of financial plans in 7 months
- Guided participants in development of realistic goals and enhanced accountability on financial matters.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts. Developed and maintained strong relationships with clients to maximize satisfaction.
- Recruited, trained and mentored 38 junior financial and support staff to generate ideas, share knowledge and grow firm in 7 months.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
- Studied financial documents to identify potential areas needing improvement.
Assistant Accountant
MPE Consulting
08.2022 - 12.2022
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
Education
No Degree - Business Administration And Management
Broward College
Fort Lauderdale, FL05.2025
Skills
- Financial Needs Analysis
- Financial Solutions: Prepaid Legal Life Insurance Mutual Funds
- Sales & Sales Team Developer
- Leadership
- Communicator
- Referral Marketing and Fanatical Prospector
Additional Information
- Fluent in Spanish and English
- Aspiring Certified Financial Advisor by Dave Ramsey
- Aspiring Series 6 Investments Licensed
- Licensed in LIFE INCL VARIABLE ANNUITY (0214) and PLPP Legal Protection
Timeline
Financial Coach
PFS Investments
03.2023 - Current
Assistant Accountant
MPE Consulting
08.2022 - 12.2022
No Degree - Business Administration And Management
Broward College