Daniel Thompson
CAMANO ISLAND,WA
Summary
Experienced with client relationship management, investment strategies, and financial planning. Utilizes analytical skills to offer tailored investment solutions and ensure compliance. Track record of strong communication and regulatory adherence in financial services sector.
Overview
6
6
years of professional experience
1
1
Certification
Work History
New York Life Registered Rep
New York Life Insurance Co
Bellevue, WA
09.2025 - Current
- Developed and maintained client relationships to ensure satisfaction and retention.
- Analyzed client needs and provided tailored insurance solutions to meet their goals.
- Educated clients on policy options, benefits, and claims processes for informed decision-making.
- Collaborated with team members to streamline operations and enhance service delivery efficiency.
- Conducted regular follow-ups with clients to assess ongoing needs and adjust coverage accordingly.
Customer Service Representative (Teller)
Coastal Community Bank
Arlington and Stanwood, WA
06.2023 - 08.2025
- Delivered exceptional customer service by promptly addressing inquiries and concerns in person, via phone, and through email.
- Articulated complex financial products, demonstrating expertise in interpersonal and communication skills.
- Oversaw high-volume interactions with precision to ensure accurate transaction processing.
- Collaborated cross-functionally between different departments and branch colleagues to resolve intricate customer issues, ensuring positive experiences.
- Utilized banking software for efficient assistance and accurate record-keeping.
- Maintained professionalism in challenging situations by de-escalating conflicts.
- Engaged in research for potential business targets, contributing to strategic client acquisition initiatives.
Financial Service Analyst
Cougar Investment Fund
Pullman, WA
08.2024 - 12.2024
- Managed a $5.5 million fund by analyzing trends, valuing equities, and recommending buy, sell, and hold decisions
- Led the financial sector analysis by presenting data-driven stock pitches by applying modern portfolio theory
- Collaborated with a team to evaluate equities through risk-adjusted performance indicators for investment decisions.
Shop Worker
Camano Mold, Inc
Camano Island, WA
12.2019 - 08.2022
- Efficiently and promptly cleaned machines and the shop to ensure safe and effective production.
- Proficiently utilized SolidWorks, to independently draft and create intricate engine mold parts
- Acquired fundamental proficiency in operating machinery by learning and executing essential actions
- Played a vital role in the creation of an intricate engine mold, contributing to the assembly of the Gen X Leap engine for General Electric
Education
Bachelor of Arts - Business Administration, Concentration: Finance
Washington State University, Carson College of Business
Pullman, WA05-2025
Skills
- Honors: The Distinguished University Achievement Award Presidents Honor Roll: 8 semesters The Gordy Andrews Memorial Scholarship
- Collaborative Tools and Platforms: Excel PowerPoint Tableau Bloomberg Terminal Sales Central
- Skills: Leadership Problem Solving Customer Service Teamwork Communication Independence's Attention to detail
Certification
Series 7
Series 66
Securities Industry Essentials (SIE)
Life & Health Insurance License
Timeline
New York Life Registered Rep
New York Life Insurance Co
09.2025 - Current
Financial Service Analyst
Cougar Investment Fund
08.2024 - 12.2024
Customer Service Representative (Teller)
Coastal Community Bank
06.2023 - 08.2025
Shop Worker
Camano Mold, Inc
12.2019 - 08.2022
Bachelor of Arts - Business Administration, Concentration: Finance
Washington State University, Carson College of Business