Daniel Velasquez
Fort Worth,TX
Summary
A dynamic business professional with over 11 years' experience in business development, program management and sales excellence. Articulate and knowledgeable in client relationship development, revenue generation, due diligence, return on investment (ROI), and cost reduction.
A trusted-voice in competitive intelligence advice on the impact of long-range strategic plans, promotions, and market trends with success in exceeding business targets.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Relationship Manager
Charles Schwab & Co
02.2019 - 01.2024
- Managed 150+ Registered Investment Advisory clients at Charles Schwab with over $25 billion in AUM.
- Strengthened relationships by actively listening to their needs and providing tailored solutions.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
- Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Senior Sales Specialist
TD Ameritrade Institutional
12.2017 - 02.2019
- Partner with Sales VPs, on-boarding new RIAs onto the TD Ameritrade platform
- Developed strong rapport with clients, resulting in increased repeat business and referrals.
- Streamlined sales processes and improved efficiency by utilizing CRM tools and data analytics.
- Maintain relationships with existing and prospective advisors. Making sure to know all aspects of their business.
- Collect and review RIA paperwork including firms ADV Parts 1 & 2, formation documents & advisor agreements.
- Trained, coached, and mentored new sales associates for maximum performance.
Senior Service Relationship Manager
TD Ameritrade Institutional
06.2015 - 12.2017
- Lead service contact for 10 Elite advisors with aggregate AUM in excess of $3 billion.
- Educating advisors on processes, services, and procedures.
- Strengthened customer relationships by proactively addressing service needs and providing tailored solutions.
- Enhanced client satisfaction by promptly resolving issues and effectively communicating with stakeholders.
- Streamlined internal processes for improved efficiency, leading to increased customer retention rates.
- Collaborated with cross-functional teams to develop strategies that targeted clients' unique objectives and challenges.
Skills
Relationship Building, Business Development, Account Management, Sales Strategy, Financial Modeling, Business Strategy, Due Diligence Analysis, Leadership, Critical Thinking, Data Management, Training, Communication, Time Management, Mergers & Acquisitions, Key Performance Indicators, Firm Growth Strategies, Operational Efficiency
Certification
- SIE
- Series 7
- Series 63
Technical Competency
Microsoft Office, Word, Excel, Outlook, PowerPoint, Access, SharePoint, Teams, Salesforce, Workday.
Timeline
Sales Relationship Manager
Charles Schwab & Co
02.2019 - 01.2024
Senior Sales Specialist
TD Ameritrade Institutional
12.2017 - 02.2019
Senior Service Relationship Manager
TD Ameritrade Institutional
06.2015 - 12.2017