Mark Daniels
Worcester,MA
Summary
Experienced financial services professional with a strong background in annuity products and solutions. Collaborative and adaptable, consistently achieving organizational goals. Skilled in managing client relationships, ensuring regulatory compliance, and developing strategic plans. Known for reliability and a results-driven approach, consistently delivering effective responses to evolving needs.
Overview
20
20
years of professional experience
Work History
Senior Copywriter
Security Discovery
01.2015 - Current
- Managed a portfolio of high-net-worth clients, ensuring their financial goals were met through strategic investment planning.
- Transformed complex information into easily digestible pieces tailored for specific audience segments using plain language principles.
- Streamlined internal communications via drafting informative company-wide announcements, memos, and newsletters.
- Mentored junior copywriters, improving their skills and contributing to a more productive work environment.
- Consistently met project objectives by effectively managing multiple assignments simultaneously while maintaining high-quality output.
- Contributed to successful product launches with targeted messaging tailored to specific audience segments.
Vice President – Financial Solutions Advisor - B2B
Merrill Edge Bank of America
08.2008 - 11.2015
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Represented organization at industry conferences and events.
Financial Training Specialist
Digital Federal Credit Union Financial Division
05.2005 - 09.2008
- Utilization of several marketing, and sales based Programs Including FBSI, HQL, Money Guide Pro, Smartworks, Albridge, Memberworks, Hyperion, Reuters and Morningstar,
- Advance Microsoft Excel, Microsoft Access, Microsoft PowerPoint, and TurboTax
- Provided coaching and mentoring to employees.
- Coordinated logistics for training events, including scheduling facilities, securing necessary equipment, and managing participant registration.
- Wrote contracts for company employees, working towards satisfactory agreement between executives, employees and personal goals.
- Achieved significant improvements in employee performance metrics by identifying skill gaps and delivering targeted training programs.
- Trained and mentored 72 new personnel within 3 years
Education
Bachelor of Science - Finance And Business Administration
Nichols College
Dudley05.2003
Skills
- Communication
- Leadership
- Proofreading accuracy
- Innovative problem-solving
- Creative concept development
- Corporate Communications
- Investment Analysis
- Tax Laws Understanding
- Time Management
- Reliability
- Critical Thinking
- Organizational Skills
- HIPAA Compliance
- Portfolio Management
Extracurriculars
- Management Club
- Football Captain
- Golf Club
- Basketball
- Shot Clock Coordinator for Girls Basketball Team
- Finance Club Vice President
- Investment Club President
Timeline
Senior Copywriter
Security Discovery
01.2015 - Current
Vice President – Financial Solutions Advisor - B2B
Merrill Edge Bank of America
08.2008 - 11.2015
Financial Training Specialist
Digital Federal Credit Union Financial Division
05.2005 - 09.2008
Bachelor of Science - Finance And Business Administration
Nichols College
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