Who Am I: Adaptable, Professional, Athlete. What I Aim to Achieve: Community, Progress, Connection.As a student of consistent learning, the axiom of "See a Need - Fill a Need" inspires me to connect with businesses to achieve community prosperity. My experience in managing teams continues to refine my values for creating quality products and services.
Pulse8Protection Inc,
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Financial ControllerPulse8Protection Inc, Jan 2017 - PresentLos Angeles, California, United States● Oversee financial reporting, budgeting, and forecasting processes.● Ensure compliance with applicable laws and regulations, including GAAP.● Monitor and analyze financial performance, providing insights to senior management.● Develop and implement financial policies and procedures to enhance efficiency.● Manage audits, liaising with external auditors and preparing necessary documentation.● Supervise accounting staff, providing training and guidance as needed.● Coordinate financial planning and analysis activities to support strategic goals.● Prepare and present financial statements and reports to stakeholders.● Assess financial risks and implement risk management strategies.● Maintain and improve internal controls to safeguard company assets.
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Bank Of America: Remote Ppp4 Loan Reviewer SpecialistErnest And Young Jan 2021 - Apr 2021Toledo, Ohio Metropolitan Area• Provided appraisals for every customer loan or credit application to ensure they complied with loan policies and federal regulations and to identify money lending problems. Documented all inquiries, requests, resolutions, and follow-up tasks.• Reviewed each loan request based on risk and size, verified that credit standards were maintained, and reviewed documentation to ensure each form was accurate and complete. Displayed a courteous and empathetic attitude to borrowers• Checked creditworthiness of loan portfolios, identifying problem loans, and described deficiencies.• Provided recommendation for final credit grades and eligibility for supervisor approval. • Applied banking processes, evaluated effectiveness of tracking systems, reported any possible fraud, and examined the loan policy while making suggestions for changes. -
Remote Customer Service RepresentativeRobert Half Aug 2020 - Dec 2020Toledo, Ohio Metropolitan Area• Respond to customer inquiries and requests via telephone, email, and chat in a timely fashion• Document all inquiries, requests, resolutions, and follow-up tasks• Escalate inquires and requests as necessary to the appropriate department or person following outlined guidelines• Display a courteous and empathetic attitude to all customers• Perform research to answer customer inquiries and requests• Grow existing customer accounts through exceptional customer service and effective sales techniques• Meet quantitative performance metrics as outlined• Keep customer accounts current by updating databases during call.
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Operations AdminFedex May 2020 - Sep 2020Toledo, Ohio Metropolitan Area● Responsible for performing the clerical and administrative functions for any or all hub and station operational areas, including linehaul, quality assurance and customer service.● Reviews, researches and/or enters data in various systems to support respective functional area.● Provides clerical support to various management and operational functions, including, but not limited to, photocopying, filing, faxing, emailing and answering telephone● Responsible for records management tasks such as maintenance, destruction and inventoryIn addition to the above essential functions, the following functional area assignments have additional essential functions as noted below. -
Manager Of Business DevelopmentThe Spyglass Group, Llc. Apr 2019 - Sep 2019Cleveland/Akron, Ohio AreaGenerated business to business sales with the responsibility to achieve revenue goals within a given territory, totaling 118%. Communication and relationship building with C-level executives in both private and public companies and public sectors. Prospecting, cold-calling, creating new client development, pipeline database management, and delegating and appointing outside sales meetings. Maintained above-average number of calls made, targets spoken with, and personal closing ratio on a weekly basis -
Assistant Store ManagerStarbucks Feb 2013 - Jul 2016Greater New York City Area• Trained new employees by reviewing and revising SOPs; scheduled and devised training sessions; developing and implementing new product training.• Evaluated competition by visiting competing stores; gathering information such as customer base, foot traffic, social media tactics, and monthly revenue.• Prepared sales and customer relations reports by analyzing and categorizing sales information; identifying and investigating customer complaints and service suggestions.• Maintained inventory utilizing Microsoft Excel by checking merchandise to determine inventory levels; anticipated customer demand for next day’s service. • Prepared reports by collecting, analyzing, and summarizing information. • Maintained quality service by establishing and enforcing organization standards. -
Sales RepresentativeCutco Cutlery Apr 2012 - Jan 2013Northride
Dan Williams Education Details
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Post Graduate -
Business Administration And Management, General
Frequently Asked Questions about Dan Williams
What company does Dan Williams work for?
Dan Williams works for Pulse8protection Inc,
What is Dan Williams's role at the current company?
Dan Williams's current role is District Account Specialist.
What schools did Dan Williams attend?
Dan Williams attended Essex Business School, Lourdes University.
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Dan Williams
Founder & Managing Director Lightning Partners- Advising Industry Leading Saas & Tech CompaniesUnited States3wppartners.com, monty.com, lightningpartners.com -
4gmail.com, teamworkonline.com, lightningpartners.com, usaa.com
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Dan Williams
Orange County, Ca6danwilliams.me, cheerful.com, gmail.com, euniverse.com, 3day.com, 3dayblinds.com9 +131041XXXXX
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Dan Williams
Dallas-Fort Worth Metroplex4cisco.com, gmail.com, alum.mit.edu, deltavcapital.com3 +197292XXXXX
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