DANIEL M. WAGNER
Westwood,Massachusetts
Summary
Results-driven executive with a proven track record in marketing products, solutions, and strategies to small- to mid-sized businesses and high-net-worth individuals. Proficient in developing and managing senior-level relationships at client and partner firms. Expert in sales and relationship management for corporate retirement plans, investments, private placements, and capital markets. Strong public speaking and presentation abilities.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Partner
Boston Wealth Strategies, Inc.
Needham , MA
2024.04 - 2024.09
- Successfully oversaw firm's financials, daily operations, and sales to ensure optimal departmental integration and productivity.
- Led dedicated business unit overseeing growth and servicing of over 90 corporate retirement plans with $430 million AUM.
- Supervised and mentored a team of six direct reports, fostering a collaborative and high-performing work environment.
- Successfully grew assets under management (AUM) by 240%, and increased revenue by 250%, driving substantial business expansion.
- Maintained strong relationships with clients to ensure continued satisfaction and retention of business.
- Forged connections and networks with numerous COIs as well as other entities affiliated with the broker/dealer to nurture an avenue of referrals for prospective 401(k) undertakings.
Financial Advisor/Senior Portfolio Manager
Merrill Lynch
Wellesley Hills , MA
2011.08 - 2015.03
- Developed and implemented tailored financial strategies to meet the unique needs and goals of high net worth clients, including investment management, estate planning, and tax optimization.
- Designed, managed, and optimized corporate 401(k) plans, ensuring compliance with regulations, maximizing employee participation, and providing ongoing education and support to plan participants.
- Established and maintained strong, long-term relationships with clients by providing exceptional service, transparent communication, and proactive financial advice to help them achieve their financial objectives.
Managing Director/Institutional Sales & Client Relationship Management
JOHN HANCOCK FINANCIAL SERVICES, INC.
Boston , MA
2006.11 - 2008.11
- Managed overall sales and marketing efforts for proprietary Defined Benefit separate account investment product targeting senior corporate executives and pension investment managers at Fortune 500 companies
- Designed and implemented innovative institutional distribution model by establishing strategic partnerships with leading executive benefit organizations.
- Generated over $9 billion in potential deals within the first 10 months after product launch, notably securing a lucrative $1.4 billion opportunity with ExxonMobil (average deal size - $330 million)
Vice President/Senior Relationship Manager
FMR, LLC (FIDELITY INVESTMENTS)
Smithfield , RI
2003.09 - 2006.03
- Instrumental in the development and implementation of strategic business plan for offshore businesses, including P&L responsibility and compliance oversight, as member of senior management team
- Fostered strong partnerships with distribution firms to drive revenue growth and identify new business prospects
- Increased the number of new distribution partners by 30% throughout North and South America as well as major European global banks
Education
Bachelor of Arts Degree - Economics
University of Massachusetts
Amherst, MAUnion College
Schenectady, NYSkills
- Corporate Retirement Plans
- Industry Expertise
- Strategic leadership
- Business Development
- Relationship Management
- Institutional Sales
- Key Account Management
- Sales Management
- Financial Leadership
- Partnerships/Alliances
- Compliance Issues
Certification
- AIF
- CRPS
- CPFA
Timeline
Senior Partner
Boston Wealth Strategies, Inc.
2024.04 - 2024.09
Financial Advisor/Senior Portfolio Manager
Merrill Lynch
2011.08 - 2015.03
Managing Director/Institutional Sales & Client Relationship Management
JOHN HANCOCK FINANCIAL SERVICES, INC.
2006.11 - 2008.11
Vice President/Senior Relationship Manager
FMR, LLC (FIDELITY INVESTMENTS)
2003.09 - 2006.03
- AIF
- CRPS
- CPFA
Bachelor of Arts Degree - Economics
University of Massachusetts
Union College
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