Summary
Overview
Work History
Education
Skills
Career Transition
Timeline
BusinessAnalyst
Daniel D Haskell

Daniel D Haskell

Senior Sales Consultant
Murfreesboro,TN

Summary

Dan is an accomplished Senior Sales Consultant with 10+ years of experience in financial services, specializing in relationship management and sales strategy. He has a proven track record of building value-added relationships and driving client engagement, resulting in significant portfolio growth.


His confluential knowledge of finance and investments, real estate, and non-profit expertise further enhance his eccentric and diversified background. In addition, Dan has demonstrated executive leadership in responsibilities as a Director of Operations and Managing Director, successfully launching initiatives that enhance community impact.

Overview

20
20
years of professional experience

Work History

Donor Advisor

Educational Media Foundation
01.2025 - 03.2025

Responsible for intentionally building ministry-oriented relationships with a portfolio (~150) of the organization's mid-level donors ($10K-$100K) to include stewarding and informing donors of the impact from their generous gifts.

Seasonal Support Driver

UPS
11.2024 - 12.2024

Exceeded expectations with route and package delivery, at peak times 100+ daily stops with a multitude of package sizes that had to be strategically organized in a personal vehicle for maximum efficiency; 2K+ packages delivered.

Assistant Manager & Baseball Instructor

D-BAT Academy
02.2024 - 07.2024

Assisted with the opening of the Murfreesboro location, and educated new guests on membership options that best fit their athlete's needs. Instructed baseball and softball athletes with the fundamentals and mechanics of their respective discipline (hitting, pitching, throwing, and incorporated speed & agility with dynamic stretching).

Managing Director

ARA Eagles
Pingree Grove, IL
04.2023 - 12.2023

Launched a NFP/501(c)3 baseball organization with a primary focus on high performance instruction. Successfully launched two travel baseball teams. Responsibilities included all aspects of managing the organization from initial setup to sales and marketing, and instructing athlete's with their mechanics.

General Contractor Apprentice

Construction Complete LLC
Hampshire, IL
11.2019 - 09.2021

Apprenticed with a skilled General Contractor, who was an Army Veteran, on an array of home improvement projects from building deck extensions to re-engineering a screened porch, and painting an aviation hangar.

Director of Operations

City of Joy Church
Pingree Grove, IL
05.2018 - 11.2019

Transitioned to full-time vocational ministry. Helped launch a church plant, in which Dan served as a Deacon:Elder, and Associate Pastor. Managed church finances and reported to the Board, advised on strategic direction and responsible for all safety protocols with the location and ministry volunteers.

Director of Development

Missions Direct
Elgin, IL
10.2018 - 03.2019

Responsible for financial oversight and funding to ministry recipients with this 501(c)3 church planting organization, which was affiliated with the North American Mission Board (NAMB, domestic missions agency of the SBC).

Senior Investment Consultant

Calamos Asset Management
05.2010 - 05.2018
  • Investment Consultant to the Minnesota Region (MN, WI & IA)
  • Promoted to Senior Investment Consultant to the Indiana-Michigan Region in support of a Top-Tier Regional Sales Director
  • Built value-added relationships within the region and worked collaboratively with the entire Calamos Team
  • Articulated the quantitative and qualitative attributes of Calamos' investment solutions including: mutual funds (convertible and alternative), Closed-End Funds, and SMAs to advisors and their clients, and prospects
  • Conducted analysis to review the opportunities within the client's asset allocation, and reviewed how the investment solutions may fit within their recommended allocations
  • Developed and successfully executed upon a business plan for the region in alignment with the measures developed by Sales and Distribution Management
  • Organized the territory efficiently by focusing on high potential existing and prospective clients using activities such as telephone calls and follow up email, in partnership with the external Consultant
  • Daily organized and multi-tasked outbound calls, projects, campaigns and incoming calls
  • Identified and pursued leads generated from referrals, conferences, email campaigns, and region prospecting
  • Entered activity data (inbound/outbound calls, voicemails, conference calls, meetings, email, literature etc.) into the CRM database on a regular basis, and updated other relevant information

Client Services Representative

Calamos Asset Management
11.2007 - 05.2010

Provided exceptional client service to Calamos shareholders, and financial advisors related to mutual fund products; supported the internal sales force and other departments; mentored new colleagues.

Licensed Associate Real Estate Appraiser

Argianas & Associates, Inc.
10.2005 - 10.2007

Efficiently managed appraisal work by using organizational skill sets and utilizing educational background in finance & economics to develop an opinion of market value in a variety of complex real estate properties.

Broker Assistant

Marcus & Millichap
07.2005 - 09.2005

Diligently wrote offering memorandums for investment purposes in multi-family real
estate properties.

Education

Bachelor of Arts - Finance

Benedictine University
Lisle, IL
05-2005

Skills

  • Territory management
  • Time management
  • Consultative sales
  • CRM proficiency
  • Strategic planning and execution
  • Operations management

Career Transition

Career Transition & COVID-19 Impact

In May 2018, Dan transitioned into full-time vocational ministry. His family helped launch a
church plant in their hometown at that time, in which Dan served as a Deacon:Elder, Director of Operations and Associate Pastor through November 2019. Dan also had an opportunity to work short-term on contract as Director of Development for a 501(c)3 church planting organization.

In late Fall of 2019 and into the new year, Dan began searching for new career opportunities, which soon became closed doors due to the global challenges we all faced in 2020-2021.

Throughout the last several years, Dan has been a stay-at-home Father (and teacher), apprenticed with a General Contractor, served their local community as a Little League Head Coach, and supported youth athlete development as a Baseball Manager & Coach with a few travel baseball
organizations (Summer 2022 - Fall 2024).

In November 2023, Dan's family relocated to Murfreesboro TN, and they are thankful to have his
brother-in-law's family close by in Lebanon TN.

Timeline

Donor Advisor

Educational Media Foundation
01.2025 - 03.2025

Seasonal Support Driver

UPS
11.2024 - 12.2024

Assistant Manager & Baseball Instructor

D-BAT Academy
02.2024 - 07.2024

Managing Director

ARA Eagles
04.2023 - 12.2023

General Contractor Apprentice

Construction Complete LLC
11.2019 - 09.2021

Director of Development

Missions Direct
10.2018 - 03.2019

Director of Operations

City of Joy Church
05.2018 - 11.2019

Senior Investment Consultant

Calamos Asset Management
05.2010 - 05.2018

Client Services Representative

Calamos Asset Management
11.2007 - 05.2010

Licensed Associate Real Estate Appraiser

Argianas & Associates, Inc.
10.2005 - 10.2007

Broker Assistant

Marcus & Millichap
07.2005 - 09.2005

Bachelor of Arts - Finance

Benedictine University
Daniel D HaskellSenior Sales Consultant