Daniel Platt
Dallas,TX
Summary
Enthusiastic financial services professional highly effective at working with and for clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment portfolio creation.
Overview
3
3
years of professional experience
Work History
Vice President
Focused Feedback
07.2022 - 04.2023
- Collaborated with senior management to develop strategic initiatives and long term goals
- Identified opportunities to improve business process flows and productivity
- Monitored industry trends, keeping current on latest changes and competition in industry
- Led development of strategic marketing plans to raise awareness and drive sales growth increasing followers on LinkedIn by 2,242% in 90 days
- Established and maintained strong relationships with customers, vendors and strategic partners
Associate Financial Advisor
Financial Services of America
01.2022 - 07.2022
- Handled all administrative and customer service/scheduling elements of in-person seminars with after-event schedule rate of 60%+ on average
- Ensured transfer/application documentation was filled out correctly
- Completed ACAT and 1035 transfers/exchanges, as well as annuity and AUM account application paperwork
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Facilitated new client onboarding process and investment account setup
Insurance Agent
EPI Protection, LLC, IAR
06.2020 - 10.2021
- Assisted owner/other reps in driving annuity/life insurance sales of over $20 million in premium in first year, cross-selling insurance products when appropriate under fiduciary responsibility
- Educated customers on variety of topics including but not limited to taxes, retirement planning, managed account fee structures, and performance of existing accounts using tools like MorningStar and FormulaFolios
- Built/rekindled relationships with new and existing clients, providing excellent customer service to smooth over any negative prior experiences with company
- Created and presented holistic financial plans to clients inclusive of estate planning, trust creation, insurance planning, tax strategies, and 401k optimization
Education
Professional Certification - Series 65 & Life And Health Producer Licensing
Kaplan Financial
Online07.2021
Bachelor of Arts - Biblical Studies, Concentration in Communications
Southeastern University
Lakeland, FL05.2020
Skills
- Financial Concepts
- Investment Portfolio Management
- Administration
- Communication
- Customer Service
- Strategic Decision-Making
- Account Management
- Wealth Management
- Process Optimization
- Complex Problem-Solving
Timeline
Vice President
Focused Feedback
07.2022 - 04.2023
Associate Financial Advisor
Financial Services of America
01.2022 - 07.2022
Insurance Agent
EPI Protection, LLC, IAR
06.2020 - 10.2021
Professional Certification - Series 65 & Life And Health Producer Licensing
Kaplan Financial
Bachelor of Arts - Biblical Studies, Concentration in Communications
Southeastern University
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