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