Dan Chory, Cfp® Email & Phone Number

Redondo Beach, CA, US

Manhattan Beach, California, United States

Los Angeles, California, United States

• Collaborate with internal and external teams to facilitate the securement and operation of many long-term luxury rentals in Bel Air, CA
• Coordinate and manage tasks such as property developments, inventory tracking, and client turnover
• Prioritize responsibilities and set timelines to ensure essential deadlines are met
• Analyze and interpret Sage Intacct data to develop budgets and provide clarity to the fiscal picture
• Develop forecasting models to help improve our financial plan and cash flow projections
• Monitor the financial performance of properties and create performance analysis presentations

Beverly Hills, California, United States

• Worked as a real estate professional creating my own networking groups and expanding my presence in the industry
• Analyzed recent comparable properties, active rentals, local influential factors, and market trajectories to ensure my clients were making thorough financial investments
• Managed client expectations and coordinated deadlines to ensure successful closings of escrow
• Used tactful negotiation skills to best serve my clients’ leverage

Playa Vista, CA

• Develop integrated media strategies which include broadcast, digital, social and out-of-home
• Maintain an accurate budget by ensuring actualized dollars align with planned budget for digital campaigns
• Work with internal product research team to develop target personas for individual model launches
• Aid in the analysis of targeting strategies and conducted market research to devise market entry methods for Kia model launches; assisted in the design of launch media campaigns driving the reach of quarterly sales goals
• Perform monthly competitive analyses on media spend for over 10 automotive brands using Kantar Stradegy, Competitrak and Polk
• Utilize Nielsen Brand Ratings to develop television data and insights which informed strategy recommendations

Hartford, Connecticut

• Researched and constructed extensive media database for company launch release
• Developed specific marketing strategies to target different media fields
• Implemented problem-solving methods to ensure a reliable and accessible platform for customers
• Provided input and collaborated with management and developers to promote product efficiently
• Articulated the platform application and function with press/businesses

Springfield, Massachusetts Area

• Coordinated financial transactions with internal departments and outside vendors confirming status of checks, electronic fund transfers, journals, and wire disbursements
• Communicated industry requirements to establish investment accounts with internal representatives
• Analyzed client data focused on investment trends engaging databases to advise field representatives
• Supported representatives to sustain professional productive relationships with clients
• Adapted responses for extensive research partnering with other departments
• Provided leadership and motivation to associates

Shrewsberry, MA

• Collected, analyzed, and synthesized sales data
• Provided statistical analysis producing significant marketing strategies
• Analyzed client data to best implement company product
• Developed and maintained productive relationships with customers
• Engaged clients with existing managerial management skills in developing relationships

Certification Of Financial Planning Program, Financial Planning And Services

Bachelor Of Science (B.S.), Resource Economics

Activities and Societies: RES community, Wrestling club

Education record

Activities and Societies: Spanish Club President, Wrestling team (4 years)