Dan Chumley Ii Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

• Provided inbound support for a high volume of YCharts clients through web-based live chat, phone calls, and Zoom meetings • Regularly performed Zoom-based onboardings, implementation calls, and check in calls for lower tier and non-financial professional clients and assisted with customer success manager webinars • Collaborated with other customer success teammates, and the sales and product teams to provide feedback, drive value, advocate for customer needs, and perform additional support duties as needed • Built relationships with existing clients including large institutional clients through regular support requests as well as acting as the point person for the sFTP bulk portfolio upload process • Developed deep product expertise through frequent troubleshooting and client training • Offered additional ad hoc support as needed for various teams by working on projects such as expanding the YCharts financial glossary and setting up new client accounts

Chicago, Illinois, United States

Summit County, Colorado, United States

• Took short sabbatical to pursue continuing education

Summit County, Colorado, United States

• Utilized strong time management, an intense focus on customer satisfaction, and attention to detail to manage the full sales and distribution cycle for Frito Lay products for rural grocery and convenience store clients

Summit County, Colorado, United States

• Developed familiarity with the operations of grocery and CPG industries in the Colorado High Rockies region by working independently and with client employees to receive and process beverage deliveries

Denver, Colorado, United States

• Assisted with the ground operations of passenger aircraft by loading and unloading cargo, operating of ground service equipment, and assisting with marshalling arriving and departing aircraft• Developed an insider understanding of the infrastructure and organization of the aviation and shipping industry

Denver, Colorado, United States

• Monitored daily liquidity of multiple mutual funds and regularly stress tested funds to monitor for potential risk events or breaches of SEC liquidity requirements• Frequently utilized Bloomberg and Excel to compile and synthesize large amounts of data for use by the Financial Risk team• Assembled slide deck used by the Financial Risk manager in presentations to the board of directors• Honed business writing ability by producing terms of reference and liquidity reports and acting as the secretary for an internal committee responsible for monitoring fund liquidity

Greater Denver Area

• Acted as the primary point of contact for mutual fund direct investors• Obtained FINRA Series 6 & Series 63 licenses• Consistently remained among top performing representatives for all major tracked metrics, including customer service and processing quality• Named Investor Service Employee of the Quarter in Q3 2018• Provided on-the-job coaching for colleagues as part of a team of senior employees who mentored junior coworkers• By regularly encountering and solving complex shareholder problems, refined ability to seek creative solutions and to deescalate potentially negative situations• Helped to reduce workload for back office departments by assisting with correspondence writing and processing share class conversions for outside asset managers• Deeply increased knowledge of mutual fund products, investment vehicles, investor support, and financial regulations

• Acted as the primary point of contact between the account buyers and a large network of RNDC and affiliated company employees including supplier reps, specialists, AR clerks, marketing support, and operations support.• Managed a high-growth territory of approximately 50 accounts in the Highlands neighborhood of Denver CO.• Assisted accounts with purchasing decisions, beverage/cocktail menu development, managing overall beverage cost, and planning for special events and promotional support• Regularly reviewed reports on customer and territory sales and market trends and used this analysis to guide performance in the market• Consistently ranked in the top 30% of RNDC Colorado Spirits Sales Reps for targeted product growth and overall product growth in both sales dollars and units sold

Greater Denver Area

• Managed an account base of approximately 100 bars and restaurants in in the Denver CO metro area• Managed a sales and promotional budget with regularly filed expense reports• Worked directly with restaurant management to develop beer menus, make purchasing and inventory decisions, and schedule promotional staff

Greater St. Louis Area

• Consistently surpassed sales and customer service goals in a high-volume environment by identifying customers’ needs through conversation and highlighting products and features that would fulfill those needs

Greater New York City Area

• Utilized conversation and relationship-building with regular guests to improve their experience• Implemented multiple strategies to improve performance and guest satisfaction: shadowing senior employees, researching products during free time, and requesting that management view interactions with guests and provide criticism• Selected to be a part of a team of top performers who train all new employees• Regularly attended optional service and product knowledge meetings