Daniel Witherspoon
Champaign,IL
Summary
Wealth management professional with a demonstrated history of success in optimizing client portfolios and fostering financial growth. Seeking to transition into a corporate finance role, leveraging knowledge of financial markets, investment strategies, and client relationship management skills to enhance performance through strategic decision making.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Busey Bank
05.2021 - Current
- Managed portfolios for 500+ households alongside a team of senior advisors.
- Streamlined onboarding for 50+ new clients, enhancing client retention and satisfaction.
- Built strong relationships with diverse clientele through insightful market analysis and investment planning.
- Provided timely, data-driven advice on market trends and economic indicators, enabling clients to make informed investment decisions.
- Boosted assets under management by $30M in 2022 through strategic portfolio support.
Division 1 College Football Player
Illinois State University
06.2017 - 02.2021
- Strengthened communication among teammates with regular goal-setting meetings and open discussions.
- Devoted 20+ hours per week to football while maintaining a full academic course load, and exceeding the academic eligibility requirements.
- emonstrated adaptability by quickly learning new plays or adopting different positions based on the team's needs.
- Participated in community outreach events on behalf of the team, fostering positive relationships between community residents
Education
Bachelor of Science - General Finance
Illinois State University
Normal, IL05.2021
Skills
- Relationship Building
- Risk Management
- Investment Strategies
- Communication
- Time Management
- Customer Service
- Project Management
- Analytical Skills
Licenses
FINRA - Series 7
FINRA - Series 66
Timeline
Financial Advisor
Busey Bank
05.2021 - Current
Division 1 College Football Player
Illinois State University
06.2017 - 02.2021
Bachelor of Science - General Finance
Illinois State University
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