Dan Richmond Email and Phone Number
Dan Richmond work email
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Dan Richmond personal email
Mission- Our team helps families articulate their vision, assess current financial progress, and design a written financial plan navigating the course to their future. We accomplish this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies.
Worklife Benefit Consultants
View- Website:
- worklifebc.com
- Employees:
- 8
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Managing Partner And Co-FounderWorklife Benefit ConsultantsDetroit, Mi, Us -
Vice President - MichiganThg Financial Strategies, Llc Jun 2023 - PresentTroy, Michigan, United States -
Managing Associate/Wealth Management AdvisorMassmutual Great Lakes Feb 2022 - Jun 2023 -
Director Of College Internship ProgramMassmutual Great Lakes Feb 2022 - Jun 2023 -
Field DirectorNorthwestern Mutual Jan 2022 - Feb 2022 -
Financial RepresentativeNorthwestern Mutual Jul 2020 - Feb 2022Troy, Michigan, United StatesSome companies only focus on insurance. Others on investments. I will look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.With the backing of Northwestern Mutual, a company that has been around for 163 years and has AAA financial ratings, we can put you in the best position to succeed in accomplishing your goals. -
Account ManagerWoodbridge Jul 2018 - Jul 2020Troy, MichiganAccount Manager for 20 customers consisting of $100 million in revenue, across 5 BU's (Formed Plastics, Engineered Composites, Flexible Foam and Lamination, Technical Foam and Molded Foam).Responsibilities consist of:• Develop and maintain customer purchasing, engineering and other appropriate relationships• Business Development in order to support customer sales target• Coordinate Pre-Quote Reviews and develop customer response• Execute customer contracts/agreements and… Show more Account Manager for 20 customers consisting of $100 million in revenue, across 5 BU's (Formed Plastics, Engineered Composites, Flexible Foam and Lamination, Technical Foam and Molded Foam).Responsibilities consist of:• Develop and maintain customer purchasing, engineering and other appropriate relationships• Business Development in order to support customer sales target• Coordinate Pre-Quote Reviews and develop customer response• Execute customer contracts/agreements and ensure adherence to agreed terms & conditions (Program specifics, LTA, Volumes, RMI, etc.)• Obtain Tooling Purchase Orders for kickoff and PPAP• Responsible for submission of updated pricing/tooling to customer purchasing after business award (i.e., margin improvement mgmt., ECNs, etc.)• Lead Interface with Customer Purchasing• Create and monitor an Open Commercial Issues Matrix• Support closure of open BU receivables payment Show less -
District Sales Leader (Frito Lay)Pepsico Apr 2016 - Jul 2018Lansing, Michigan AreaLeader of a 15 person team consisting of route sales representatives, merchandisers and detailers who cover 13 large format stores that account for 8 million dollars in sales annually. Responsibilities consist of:• Successfully interacting with customers (store management) and effectively executing sales programs and initiatives• Lead district meetings focused on a plan to achieve sales objectives and goals• Conducting one-with-one meetings and "work withs" with RSR's to discuss… Show more Leader of a 15 person team consisting of route sales representatives, merchandisers and detailers who cover 13 large format stores that account for 8 million dollars in sales annually. Responsibilities consist of:• Successfully interacting with customers (store management) and effectively executing sales programs and initiatives• Lead district meetings focused on a plan to achieve sales objectives and goals• Conducting one-with-one meetings and "work withs" with RSR's to discuss performance, selling and customer service skills• Coaching RSR's to successfully sell against baseline and promotional opportunities• Collecting and interpreting statistical data utilizing PepsiCo specific applications• Partner with product supply team to create accurate forecasts based on promotions and historical performance to ensure product availability and freshness• Prepare and deliver sales presentations to customers • Working flexible hours including early mornings, evenings and/ or weekends• Creating, managing and communicating weekly schedules for entire team Show less
Dan Richmond Skills
Dan Richmond Education Details
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Accounting And Finance
Frequently Asked Questions about Dan Richmond
What company does Dan Richmond work for?
Dan Richmond works for Worklife Benefit Consultants
What is Dan Richmond's role at the current company?
Dan Richmond's current role is Managing Partner and Co-Founder.
What is Dan Richmond's email address?
Dan Richmond's email address is da****@****oup.com
What schools did Dan Richmond attend?
Dan Richmond attended Northwood University.
What skills is Dan Richmond known for?
Dan Richmond has skills like Sales, Management, Leadership, Finance, Inventory Control, Inventory Management, Microsoft Powerpoint, Customer Service, Direct Sales, Analytical Skills, Forecasting, Microsoft Word.
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Dan Richmond
Los Angeles County, Ca2megameeting.com, verizon.net2 +181878XXXXX
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4charochicken.com, cox.net, charochicken.com, robeks.com
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