Daniel O'Hagan
Fort Myers
Summary
Recent finance graduate with a strong foundation in financial planning, risk management, and customer service. Motivated, coachable, and skilled in building relationships, staying organized, and supporting client goals through clear communication and follow-through.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Restaurant Supervisor
Popstroke Entertainment Group
Fort Myers
11.2023 - Current
- Established good customer relations and excellent service to build and retain loyal customers.
- Developed and implemented strategies to enhance team performance, improve processes and boost results.
- Established fair and equitable schedules and met operational goals by assigning tasks and shifts based on team member knowledge and strengths.
Financial Planning Internship
Alliance Financial Group
Fort Myers
06.2025 - 08.2025
- Worked jointly with senior advisors to create comprehensive financial strategies that assisted clients in reaching their financial goals.
- Simplified complex financial concepts to help clients understand and make confident financial solutions.
- Created and fostered strong client relationships through support and client first guidance.
Shift Leader/ Customer Experience Monitor
Chick-fil-A
Edgewater
07.2019 - 08.2023
- Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
- Created weekly customer experience reports highlighting problem areas and promoting solutions.
- Served as a reliable point-of-contact for upper management when needed, effectively communicating any issues or successes from daily operations.
Education
Bachelor of Science - Finance
Florida Gulf Coast University
Fort Myers, FL05-2025
Associate of Science - Business Administration
Anne Arundel Community College
Arnold, MD12-2022
Skills
- Financial analysis
- Client relationship management
- Project management
- Team leadership
- Data interpretation
- Excel
Certification
Securities Industry Essentials Exam, FINRA, 08/2025
Timeline
Financial Planning Internship
Alliance Financial Group
06.2025 - 08.2025
Restaurant Supervisor
Popstroke Entertainment Group
11.2023 - Current
Shift Leader/ Customer Experience Monitor
Chick-fil-A
07.2019 - 08.2023
Bachelor of Science - Finance
Florida Gulf Coast University
Associate of Science - Business Administration
Anne Arundel Community College