Jennifer Daniels
Summary
Dynamic professional with a rich background in wealth management at Morgan Stanley and faith-based facilitation. Proven track record in enhancing client experiences through strategic problem-solving and relationship building. Skilled in public speaking and advocacy, fostering inclusivity and spiritual growth while empowering individuals to embrace healing and wholeness.
Overview
26
26
years of professional experience
Work History
Faith Facilitator
Independent Contractor
02.2022 - Current
- Establish meaningful connections with diverse groups modeling a lifestyle centered on celebrating the differences in others; rejoicing in our recovery and restoration, working out our salvation together by readily revealing our hurts, habits and hangups. Embracing, active listening skills, and contextual compassion, leading virtual and in person small groups, prayer meetings, and one on one counseling sessions. Enhancing effectiveness through intercession and collaboration.
- Authored, This Is Sonny Bennett, and founded the Sonny Bennett Collective (Online Ministry to promote transparency through trials and tribulations that we might be better prepared to learn from our pain instead of running from it. Exemplifying the impact of walking in love and offering unqualified kindness through profoundly practical assistance.)
- Enhance participant retention by developing engaging follow-up materials and personalized activities.
- Encourage and empower participants to apply Biblical principles to modern day moments, pulling slivers of the Gospel of Jesus Christ from ordinary experiences to provide extraordinary opportunities for healing and wholeness.
Senior Vice President- Wealth Management
Smith Barney, Merrill Lynch/Bank Of America, Morgan Stanley
10.1999 - 02.2022
- Hired and managed employees for The Daniels Group to maximize personalized client experiences and strategies.
- Delivered exceptional customer service by implementing best practices and fostering a culture of accountability and accessibility within our team.
- Developed and executed strategic investment initiatives to promote growth while effectively managing risks, resulting in an enhanced client experience.
- Championed innovation and customization by encouraging cross-functional teams to pursue creative solutions to complex challenges in multi-generational legacy planning.
Education
J.D. - Law
Salmon P. Chase College of Law
Highland Heights, KY05-1999
Master of Arts - Economics
Bellarmine University
05-1996
Skills
- Spiritual growth
- Faith based facilitation
- Problem-solving
- Inclusivity
- Group dynamics
- Advocacy
- Attention to detail
- Written communication
- Conflict resolution skills
- Relationship building
- Public speaking
Timeline
Faith Facilitator
Independent Contractor
02.2022 - Current
Senior Vice President- Wealth Management
Smith Barney, Merrill Lynch/Bank Of America, Morgan Stanley
10.1999 - 02.2022
J.D. - Law
Salmon P. Chase College of Law
Master of Arts - Economics
Bellarmine University
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