Daniel Stein
Franklin Square
Summary
Dynamic and results-driven professional with experience in event management, client services, and financial solutions. Proven ability to oversee projects from conception through completion, deliver exceptional customer service, and drive business growth through strategic client engagement and CRM-based follow-ups. Skilled in analyzing customer needs, coordinating complex logistics, and maintaining accurate sales records. Strong communicator, adept at building relationships, managing investor appointments and supporting senior teams to achieve organizational goals. Holds Series 65 certification and a background in leadership roles and team sports, demonstrating commitment, discipline, and collaboration.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Event Manager, Part Time
Ace & Jack Casino Theme Night Party Rentals
Merrick, NY
05.2021 - Current
- Oversaw all aspects of event production
- Handled client questions and concerns via different communication channels to deliver exceptional customer service
- Coordinated and allocated equipment supplies and staff for events
Client Service Associate
Masterworks
New York, NY
10.2024 - 04.2026
- Cultivated relationships with potential clients to identify business opportunities and drive growth
- Developed comprehensive product knowledge, providing tailored guidance to clients.
- Scheduling investor appointments with the senior investment advisor team
Capital Specialists
Alternative Funding Solutions
Uniondale, NY
05.2024 - 10.2024
- Analyzed customer needs and recommended appropriate financial services.
- Maintained accurate records of calls and sales activities using CRM software
- Followed up on leads generated from marketing campaigns in order to increase sales
Education
Bachelor of Science - Business Administration And Economics
Hartwick College
Oneonta, NY05-2024
Skills
- Account management
- Strong interpersonal skills
- CRM software usage
- Financial services
- Time management
- Teamwork and collaboration
Certification
Series 65 - Uniform Investment Adviser Law Exam, FINRA
Timeline
Client Service Associate
Masterworks
10.2024 - 04.2026
Capital Specialists
Alternative Funding Solutions
05.2024 - 10.2024
Event Manager, Part Time
Ace & Jack Casino Theme Night Party Rentals
05.2021 - Current
Bachelor of Science - Business Administration And Economics
Hartwick College