Angie Daniel work email
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Angie Daniel personal email
A trusted customer service and technical specialist with a demonstrated history of working in the financial services and customer service industry. Proven ability to collaborate with peers and leadership to accomplish goals and deliver results that move organizations forward.
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Analyst Tax Reporting At EmpowerEmpowerDenver, Co, Us -
Analyst Tax Reporting At EmpowerEmpower Jun 2022 - Present -
Resolution SpecialistEmpower Retirement Feb 2021 - Present
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Senior Operational SpecialistOppenheimerfunds Jan 2018 - Present• Leading a team of four operations specialists and supporting 20 operations service associates as a first point of contact for high impact trades and problem resolution to support our 1,600 intermediaries• Lead the validation and testing efforts for a team of 20+ employees and working with partner firms to onboard new system for the acquisition and integration of a privately held company which includes a complete recordkeeping system of an estimated $6M direct accounts and $200B in assets• Provide operational guidance and act as a technical resource regarding policies, procedures and systems resulting in Intermediary overall satisfaction scores of 97% as measured through our annual back office survey• Facilitate and schedule meetings, creating excel documents for metrics in the dept and pulling data and using formulas to help senior leadership analyze and interpret data• Participated in the design and implementation of a department recognition program which resulted in increased morale as measured on the annual employee survey -
Operational SpecialistOppenheimerfunds Jul 2010 - Jan 2018• Developed reporting and delivery methodology of monthly metrics for 35 employees to support the coaching and development for the department goals• Simplified the annual ICI Spreadsheet process, resulting in the reduction of verification times by 40 hours/process while providing timely and accurate tax reporting data of our clients
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Assistant Supervisor-Bank And TrustOppenheimerfunds Jan 2005 - Jul 2010• Led a team of 13 peers by supporting daily operations, high impact trade verification and complex research and adjustments for TPA’s and 401k clients• Coached and trained new team members on systems, processes and firm dynamics• Recognized at the 2006 International Customer Service Awards breakfast for outstanding partner services
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Specialized Retirement Account RepOppenheimerfunds Dec 2004 - Jan 2005
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Retirement Workflow CoordinatorOppenheimerfunds Jul 1995 - Nov 2004
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Branch Office AdministratorEdward Jones Sep 2019 - Feb 2021
Angie Daniel Skills
Angie Daniel Education Details
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Parks College (Everest College)Computerized Office / Business Applications
Frequently Asked Questions about Angie Daniel
What company does Angie Daniel work for?
Angie Daniel works for Empower
What is Angie Daniel's role at the current company?
Angie Daniel's current role is Analyst Tax Reporting at Empower.
What is Angie Daniel's email address?
Angie Daniel's email address is an****@****nes.com
What schools did Angie Daniel attend?
Angie Daniel attended Parks College (Everest College).
What skills is Angie Daniel known for?
Angie Daniel has skills like Business Process Improvement, Risk Management, Financial Services, Customer Service, Leadership, Nscc, Project Planning, Office Administration, Team Building, Administrative Assistance, Microsoft Office, Back Office Operations.
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2cfpwood.com, columbiaforestproducts.com -
Angie Daniel
Health Insurance Advisor --- Licensed In Pa, Fl, Sc, Mi, Vi, Tx // Referral PartnerQuakertown, Pa -
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