Daniel Van Patten
Nampa
Summary
Dynamic professional with a robust background in financial planning and client consultation. Proven ability to develop innovative sales strategies that drive growth and enhance client relationships.
Overview
27
27
years of professional experience
Work History
Company Owner
Assure Financial Service, Inc.
Meridian
02.2011 - 08.2022
- Presented and sold fixed annuities, long-term care insurance, and life insurance to meet client needs.
- Consulted with prospective clients, reviewing financial prospectuses and statements, including brokerage and bank accounts, as well as existing fixed and variable annuities.
- Developed and presented new financial plans utilizing fixed and fixed indexed annuities to enhance client portfolio strategies.
Costruction Company Owner
Advanced Remodeling Services
Lubbock, Atlanta.
06.1995 - 06.1999
- Oversaw project management for residential remodeling and renovation initiatives.
- Developed and maintained relationships with subcontractors and suppliers.
- Implemented marketing strategies to promote services to potential clients.
- Oversaw day-to-day operations of the business, including staff management and scheduling.
Education
GED -
Colonial Christian Acadamy
Federal Way, WA05-1980
Skills
- Financial planning
- Investment analysis
- Risk assessment
- Client consultation
- Sales strategy
- Sales negotiation
- Project management
- Team leadership
- Entrepreneurial personality
- Problem solving
- Effective communication
- Verbal communication
- Good Telephone Etiquette
Timeline
Company Owner
Assure Financial Service, Inc.
02.2011 - 08.2022
Costruction Company Owner
Advanced Remodeling Services
06.1995 - 06.1999
GED -
Colonial Christian Acadamy