Daniel Venditto
Northport,NY
Summary
Dedicated Chief Financial Officer familiar with financial decision making and company-wide policy development. Talent for overcoming operational issues and driving proactive improvements. Offering 25 years' experience in financial leadership.
Overview
24
24
years of professional experience
Work History
Chief Financial Officer
Lost Farmer Brewing
03.2023 - Current
- Created, planned, and implemented policies and procedures to increase productivity and maximize return on investments.
- Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
Owner/Operator
Suburban Cellars Inc.
03.2016 - 03.2020
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Evaluated suppliers to maintain cost controls and improve operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Business Owner/Franchise Master Developer New York
Fiesta Auto Insurance & Tax Service
03.2008 - 06.2014
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Trained and motivated employees to perform daily business functions.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
- Interacted well with customers to build connections and nurture relationships.
- Trained new employees on proper protocols and customer service standards.
Vice President/ Commercial Hard Money Lender
Wextrust Capital Inc.
01.2006 - 04.2007
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Clarified roles, responsibilities and expectations of staff.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Developed innovative sales and marketing strategies to facilitate business expansion.
Senior Financial Advisor
Merrill Lynch
01.2004 - 12.2006
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Financial Advisor
Morgan Stanley
09.1999 - 12.2003
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Education
BBA - Management
Adelphi University
Garden City, NY01.1975
Skills
- Documentation requirements
- Financial Management
- Quantitative analysis
- Financial administration
- Business planning
- Budgeting
- Operational decision making
- Reporting expertise
- Infrastructure development
Timeline
Chief Financial Officer
Lost Farmer Brewing
03.2023 - Current
Owner/Operator
Suburban Cellars Inc.
03.2016 - 03.2020
Business Owner/Franchise Master Developer New York
Fiesta Auto Insurance & Tax Service
03.2008 - 06.2014
Vice President/ Commercial Hard Money Lender
Wextrust Capital Inc.
01.2006 - 04.2007
Senior Financial Advisor
Merrill Lynch
01.2004 - 12.2006
Financial Advisor
Morgan Stanley
09.1999 - 12.2003
BBA - Management
Adelphi University
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