Daniel O'Conner
Wesley Chapel,FL
Summary
Self-motivated professional skilled in pool service and financial advising. Demonstrates strong problem-solving abilities and a commitment to maintaining high standards in client service. Ready to leverage expertise to enhance client experiences and operational efficiency.
Overview
11
11
years of professional experience
Work History
Swimming Pool Service and Repair
Self Employed
Wesley Chapel, FL
04.2023 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Cleaned and repaired pool equipment, ensuring optimal functionality of pumps, salt cells, filters, control boards, and timers.
- Maintained pool chemistry to ensure safe and balanced water quality, monitoring chlorine, pH balance, alkalinity, hardness, and stabilizer levels.
- Proven ability to learn quickly and adapt to new situations.
Financial Advisor
Prudential Advisors
Tampa/ Wesley Chapel FL
01.2022 - 07.2026
- Developed personalized financial plans for clients, aligning with individual goals and risk tolerance.
- Provided ongoing support through regular portfolio reviews, ensuring alignment with client objectives and market conditions.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Financial Advisor
Truist Bank
Wesley Chapel, FL
04.2015 - 04.2019
- Cultivated strong client relationships through effective communication and timely follow-ups on financial strategies.
- Educated clients on financial products, enhancing understanding and confidence in investment decisions.
- Conducted thorough market analysis to identify investment opportunities and trends impacting client portfolios.
- Collaborated with cross-functional teams to streamline processes, improving service delivery efficiency for clients.
Education
Bachelor of Science - Marketing/ Finance
Southern Illinois University, Edwardsville
Edwardsville, ILSkills
- Customer service
- Problem-solving
- Attention to detail
- Time management
- Flexible and adaptable
- Teamwork and collaboration
- Positive demeanor
Timeline
Swimming Pool Service and Repair
Self Employed
04.2023 - Current
Financial Advisor
Prudential Advisors
01.2022 - 07.2026
Financial Advisor
Truist Bank
04.2015 - 04.2019
Bachelor of Science - Marketing/ Finance
Southern Illinois University, Edwardsville