Hi, I’m
Darnel James
Dacula,GA
Summary
Reliable business professional with experience in accounting, financial advising, sales, process improvement and financial analysis. Cultivates rapport with individuals to optimize project goals and output and resolve complex problems. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
17
years of professional experience
3
Certification
Work History
International Services Inc
Business Consultant
11.2022 - Current
Job overview
- Assist owners of small and medium sized companies in improving profits, increasing productivity, and optimizing utilization of resources through constraint identification, behavioral and mindset change and general organization development
- Create Profit & Loss Statements, Balance Sheets, Budgets and Cash Flow Forecasts, develop and implement strategies for improving key metrics and business operations.
Voya Investment Management
Regional Coordinator
08.2019 - 07.2022
Job overview
- Partnering with external wholesalers, was responsible for generating, working, and closing leads with top priority financial advisors
- Analyzed and wrote compelling sales pitches based on Zephyr reporting & similar analytic reporting
- Responsible for maximizing regional team's time management, sales effectiveness, and driving positive impact to territory gross & net sales (including asset retention) utilizing Salesforce, Tableau and WalletShare databases.
PNC Investments
Advisor Direct Financial Advisor
02.2017 - 12.2018
Job overview
- As ADFA, was responsible for 8 Florida branches and 4 branches in South Jersey/Delaware region
- As ISA, served as primary Investment Center Advisor for over 40 Atlanta branches
- Acquired, expanded, and maintained client relationships through business development and client networking
- Established individual financial plans based on client financial needs and objectives
- Monitored financial plans and recommended changes as needed
- Regularly met with branch and regional managers and other internal business partners to communicate and review business results and pipeline management
- Actively and regularly coached and educated branch staff and internal business partners to identify investment opportunities
- Drove investment education and visibility among branch staff
- In partnership with branch manager and/or investment sales associate, led branch team on actions to achieve investment results.
Wells Fargo Advisors
Financial Advisor
06.2014 - 02.2017
Job overview
- Proactively profiled clients through outbound and inbound calls, growing and deepening client relationships
- Identified partner referral opportunities and provided appropriate solutions to clients utilizing assessment tools and sales methods
- Reviewed client's financial situation and prescribed suitable investments from recommended product suite
- Provided exceptional client experience and service while meeting or exceeding sales goals and objectives.
Wells Fargo Advisors
Retirement/Distribution Consultant
10.2011 - 06.2014
Job overview
- Responsible for educating participants on distribution and investment options and generating sales referrals to IRA partners
- Tracked IRA prospects and followed up to address retirement needs
- Consistently met sales and asset retention objectives while providing excellent customer service
- Consistently finished in top ten in monthly sales amongst Charlotte and Minnesota offices
- Responsible for meeting phone support stats and recording and tracking customer information
- Ensured strict adherence of employer plan guidelines as well as ERISA and Department of Labor laws and regulations
- Mentored newly hired representatives when called upon.
Wells Fargo Advisors
Trading Representative
11.2010 - 05.2011
Job overview
- Executed and confirmed moderately complex securities transactions initiated by clients, which included equity and fixed income products
- Opened accounts, initiated ACAT/DTC transfers and performed back-office functions
- Provided quality customer service, addressing issues, trading strategies, market terminology, account status or any client concerns
- Possessed and displayed knowledge of securities markets and solid understanding of fundamental and technical facts affecting market.
Merrill Lynch, Pierce, Fenner & Smith Inc
Investment Specialist
10.2007 - 09.2010
Job overview
- Provided customers with current financial market information and education
- Identified customer's financial needs and referred to internal wealth management advisors
- Cross sold Bank of America banking products and services
- Executed equity, mutual fund and option orders for clients; contacted National Finance Services for escalated trades and reorganization inquiries
- Performed trade inquiries for unexecuted and disputed orders
- Serviced customer accounts and provided accurate and detailed information for one call resolution
- Provided back-office support for financial advisors in opening new accounts, servicing existing clients and initiating ACAT/DTC transfers.
E*Trade Financial Corporation
Financial Service Representative
09.2006 - 10.2007
Job overview
- Supplied information and education to customers and demonstrated understanding of financial service industry and E*Trade's products and services
- Initiated wire transfers and check request for customers
- Performed buy, sell and complex option orders on Elite trading queue, contacted market makers for escalated trades and performed trade inquiries on Bloomberg for unexecuted or disputed orders.
Education
Nova Southeastern UniversityDavie, FL
Master of Science from Taxation
2011
University Overview
- 3.7 GPA
St. John's UniversityJamaica, NY
Bachelor of Science from Accounting
2000
University Overview
- Accounting Society Member
Skills
- Financial Analysis
- Coordinate Events
- Process Improvement
- Business Development
- Financial Forecasting
- Financial Statement Review
Certification
Series 7
Series 63
Series 66
Timeline
Business Consultant
International Services Inc
11.2022 - Current
Regional Coordinator
Voya Investment Management
08.2019 - 07.2022
Advisor Direct Financial Advisor
PNC Investments
02.2017 - 12.2018
Financial Advisor
Wells Fargo Advisors
06.2014 - 02.2017
Retirement/Distribution Consultant
Wells Fargo Advisors
10.2011 - 06.2014
Trading Representative
Wells Fargo Advisors
11.2010 - 05.2011
Investment Specialist
Merrill Lynch, Pierce, Fenner & Smith Inc
10.2007 - 09.2010
Financial Service Representative
E*Trade Financial Corporation
09.2006 - 10.2007
Nova Southeastern University
Master of Science from Taxation
St. John's University
Bachelor of Science from Accounting
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