Hugh Daniels
Scottsdale,AZ
Summary
Accomplished Regional Recruiting Director able to develop and execute successful Recruiting strategies. Detail-oriented and resourceful problem-solver with an analytical approach. Unafraid to delve into issues at any level to correct deficiencies and propel the company forward with a stronger talent acquisition program.
Overview
28
28
years of professional experience
Work History
VP, Business Development - Large Enterprise
Osaic
01.2019 - Current
- Cultivated strong relationships with Large Enterprise Managers, to promote collaboration and long-term success.
- Proven Sales Leader, 2022 (26 FA, $8.056M GDC, $1.2B AUA), 2023 (23 FA, $8.595M GDC, $1.246B AUA), YTD 2024 (13 FA, $5.43M GDC, $934M AUA)
- Led cross-functional teams for the successful completion of recruiting and transition projects, resulting in increased efficiency and client satisfaction.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Regional Director Of Financial Service Recruiting
Willis Consulting, Inc.
03.2012 - 01.2019
- Created cutting edge online recruiting platform for the purpose of finding the highest quality passive and active candidates nationwide.
- Highest producing Recruiter at the firm 4 of 6 years
- 2104 - 21 placements/$747K Commission Revenue, 2015 - 22/$908K, 2016 - 23/$979K, 2017 - 24/$927K, 2018 YTD 18/$812K
- Develop new client relationship through aggressive online branding and marketing.
- Expertise in recruiting across all business channels - Independent, Wirehouse, Bank, RIA, Broker Dealer.
- Impeccable negotiating skills and ability to create a win/win situation for my candidates and clients.
President
Daniels Wealth Management
04.2010 - 03.2012
- Helped clients plan for and fund retirements using mutual funds and other options.
- Capitalized on gaps in market and reached out personally to potential new clients.
- Worked with clients to assess and meet short- and long-term financial goal.
- Cultivated and strengthened relationships with new and existing clients.
Financial Advisor
Raymond James & Associates Inc.
04.2008 - 04.2010
- Passed both the Series 7 and Series 66 on first attempt.
- Built a Financial Services practice from scratch with aggressive marketing, radio and print ads, centers of influence, and cold calling.
- Cultivated and strengthened relationships with new and existing clients.
- Assessed clients' financial situations to develop strategic financial planning solutions.
- In addition to wealth Management advised clients on mortgage, educational savings and trust services.
Area Manager
GreenPoint Mortgage
04.1996 - 12.2005
- Started as a Wholesale Account Executive managing the State of Arizona territory marketing wholesale Alt-A mortgages to mortgage brokers and bankers.
- Promoted to Area Manager with 5 Account Executive subordinates.
- Transformed underperforming teams into productive, profitable teams.
- Approached new tasks with enthusiasm and passion.
- Recognized and as an outstanding Leader and Mentor
- Consistently recognized as either the Account Executive or Area Manager of the year almost every year I was with the firm.
Education
Bachelor of Science - Business - Hotel Administration
University of Nevada - Las Vegas
Las Vegas, NVSkills
- Leader and Mentor
- New Business Development
- Quality candidate sourcing
- Technology proficient
- Driven to success
- Exceptional Interviewer
- Self-motivated
- Powerful Negotiator
Timeline
VP, Business Development - Large Enterprise
Osaic
01.2019 - Current
Regional Director Of Financial Service Recruiting
Willis Consulting, Inc.
03.2012 - 01.2019
President
Daniels Wealth Management
04.2010 - 03.2012
Financial Advisor
Raymond James & Associates Inc.
04.2008 - 04.2010
Area Manager
GreenPoint Mortgage
04.1996 - 12.2005
Bachelor of Science - Business - Hotel Administration
University of Nevada - Las Vegas
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