Benjamin Daniel, Cfp® Email & Phone Number

Carlsbad, Califronia, US

• Create comprehensive financial plans and perform analysis for financial advisors.
• Build financial plan models and model scenarios in financial planning software.
• Record model assumptions and client data requests.
• Document internal planning best practices and processes to streamline operations.

• Research equities and write valuation reports and articles.

• Research and review titles for property succession clauses.

• Performed fundamental investment research and analysis on domestic and international, publicly-traded and privately held corporations.

Milwaukee, WI, US

• Placed mutual fund trades and monitored account balances and cash positions.
• Created asset allocation proposals for $50k+ portfolios with maximized returns per level of risk.
• Enhanced productivity 25% by streamlining the investment system in collaboration with the senior management team.
• Trained classes from 10-20 financial representatives in size and developed the investment software training program.
• Created periodic performance reports with proprietary investment software.
• Coordinated with Investment Specialist in servicing and meeting high net worth clients.

• Analyzed industry reports, performed market research, and developed strategies to position product in $6.8B market.
• Created a competitive product analysis associated with the $200M market segment for product strategy review with Johnson & Johnson’s research and legal team.

• Analyzed inventory forecasts, created reports for Sr. Buyers and coordinated shipments with international suppliers.

Education record

Education record

B.S., Business