Daniel Stange
Brooksville,FL
Summary
In 2014 I began my career as a Financial Representative at Westshore Financial Group, an Agency of Guardian Life Insurance. I learned how to attract clients, effectively take clients though a financial planning process, and implement recommended products and advisory services.
In 2018 I joined a senior advisor who started Impact Wealth Advisors. I joined under a hybrid role that allows me to continue to work as an advisor while also being responsible for operations for the team. I manage one other employee currently.
My desire is to move to a role where my strongest skillets, leadership, communication, and sales are utilized to their fullest potential.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Park Avenue Securities
11.2017 - Current
- Building strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educating clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developing personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Meeting with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Director of Operations
Impact Wealth Advisors
11.2018 - Current
- Managing and training administrative employees and ensuring they are executing with efficiency.
- Overseeing and performing administrative tasks as needed.
- Managing all compliance activities for the group.
- Impact Wealth has experienced 50% annual revenue growth on average during this time.
Financial Representative/Broker
Guardian Life Insurance
06.2014 - Current
- Meeting with customers to assess needs, financial status, and eligibility.
- Helping clients understand and select from a variety of life and disability insurance products.
Education
Clearwater Christian College
Clearwater, FLSkills
Leadership
Communication
Organization
Operations Oversight
Strategic planning and execution
Accomplishments
- I am currently serving as President at a local BNI Chapter with 40+ members. - I was nominated for this role by the members of the chapter due to demonstrating strong leadership and communication capabilities.
- In 2018 I won Top of Class award at Westshore Financial Group for most insurance production of those hired the same year as me.
Certification
Series 7 and Series 66 Investment Licenses
2-15 Insurance License - Life, Health, & Annuities
Timeline
Director of Operations
Impact Wealth Advisors
11.2018 - Current
Financial Advisor
Park Avenue Securities
11.2017 - Current
Financial Representative/Broker
Guardian Life Insurance
06.2014 - Current
Clearwater Christian College
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