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