Alexander Daniel Email & Phone Number

• Opened brokerage, direct business, and managed investment accounts.• Set up ACH and checkwriting services for clients, including cash and security journals.• Produced advisory client reviews, cash reports, systematic withdrawals, and IRA rollovers.• Scheduled dividend payments, employee salary deferrals, and required minimum distributions.• Created MoneyGuide life and retirement plans based on client needs.• Placed phone calls, arranged appointments, filtered voice transcriptions, and sent client mail.

North Augusta, South Carolina

• Supported relationships between clients, financial advisors, and branch office administrators.• Partnered with branch teams on client onboarding and asset movement (including account opening and maintenance, internal and external transfers, rollovers, advisory and 529s).• Assisted branches in updating account roles, resolving restrictions, online access enrollment.• Provided solutions to thousands of clients across multiple countries by phone.

Evans, Georgia

• Displayed strong authoritative abilities and the capacity to deliver within fixed deadlines.• Sustained harmony and customer loyalty in an extremely dynamic environment.• Improved my ability to perform various tasks while under pressure and time constraint.

Grovetown, Georgia

• Led meetings involving branch performance, lead generation, and sales goals.• Advertised products and services while creating client connections.• Created a three-year customer journey timeline detailing future interactions.

Bachelor Of Business Administration - Bba, Business And Personal/Financial Services Marketing Operations

Activities and Societies: Real Estate Club and Red Cross Club

Bachelor Of Business Administration - Bba, Entrepreneurial And Small Business Operations