MALCOLM DANIELS
DALLAS
Summary
Dynamic professional with a proven track record, excelling in client engagement and financial analysis. Skilled in securities trading and communication, I enhance customer satisfaction by anticipating needs and delivering tailored solutions. Adept at managing wealth and implementing effective cash management strategies to help clients achieve their financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
Westlake
03.2024 - Current
- Assisted clients with trading securities, moving money, and providing online support.
- Provided clients with securities information, both within Fidelity and within the finance industry.
- Answered customer inquiries and provided accurate information regarding products and services.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Delivery Driver
Uber
Frisco
09.2018 - 03.2024
- Ensure that customers get their delivery in a timely manner
College Financial Advisor
Northwestern Mutual
Frisco
05.2022 - 05.2023
- Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate need for plan reassessment
- Recruited and maintained client bases
- Recommended to clients strategies in cash management, insurance coverage, investment planning and other areas to help them achieve financial goals
- Implemented financial planning recommendations or referred clients to someone who can assist with plan implementation
- Contacted clients periodically to determine changes in financial states
- Guided clients in gathering information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills
Party Host
Pump It Up
Frisco
03.2017 - 06.2019
- Provided information about facilities, entertainment options and rules and regulations
- Built relationships with parents and got contact information for things such as taking family pictures with my photography business
- Maintained inventories of equipment, storing and retrieving items and assembling and disassembling equipment as necessary
Education
B.S. - Financial and Business Studies
University of Oklahoma
Norman, Oklahoma12.2023
Diploma -
Hebron High School
Carrolton, Texas05.2018
Skills
- Microsoft Excel
- Communication skills
- Ability to work in a team
- Microsoft Office
- Client recruiting and retention
- Managing wealth
- Insurance customization
- Financial Analysis
- Retirement needs
- Funding education
- Investment planning
- Securities trading
- Data entry
- Customer service
- Regulatory compliance
- Technical support
- Inbound call answering
- Problem-solving skills
Certification
- Life, Accident, & Health License
- Series 7
- Series 63
- SIE
Timeline
Customer Relationship Advocate
Fidelity Investments
03.2024 - Current
College Financial Advisor
Northwestern Mutual
05.2022 - 05.2023
Delivery Driver
Uber
09.2018 - 03.2024
Party Host
Pump It Up
03.2017 - 06.2019
B.S. - Financial and Business Studies
University of Oklahoma
Diploma -
Hebron High School
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