Dane Salinas Email & Phone Number

Englewood, Co, Us

Denver Metropolitan Area

Denver Metropolitan Area

Longmont, Colorado

Denver, Co

• Selected for an accelerated training program designed to develop the skills necessary to become a Wealth Management Advisor, who services the company’s high net worth clients.• Due to attention to detail and ability to multitask was chosen for the Priority Services Team. The Priority Services Team works with retirement plan participants from some of TIAA’s biggest and most sensitive institutions such as Yale, Princeton, and the Nevada Higher System of Higher Education.• Interactions with clients involve explaining their employer’s retirement plan specific rules and options, providing education on investing and retirement planning principals, and working closely with business partners such as TIAA’s brokerage, banking, and insurance divisions to meet all of our client’s financial needs.• Worked with a range of clients with differing financial knowledge from general staff to key executives and Nobel Prize winning economists. • Client interactions required using multiple tools such as internal web based applications, Excel spreadsheets, Oracle’s Siebel Finance, and the full Microsoft Office Suite

Colorado State University

.Working this job around my heavy class workload has improved my time management skills.• Provides excellent customer service while adhering to strict health code regulations• Works quickly and precisely while under pressure from customers to complete their orders • Makes various drinks, works registers, and cleans and sanitizes the store while opening and closing the shop

Westlake, Texas

• Competed in 8 competitions against fellow interns. Competitions consisted of creating financial presentations (On market history, sector investing, and international investments), mock conversations with a financial advisor, and a stock market simulator. Placed 3rd or better in 7 of the 8 competitions. • Optimized the customer relationship management system by updating client information to ensure associates had correct client information, improving efficiency of the team• Participated in “Professional Development” trainings to improve networking, personal branding, and other professional skills

Niwot, Colorado

• Managed the equipment storage for Crocs’ corporate campus (Crocs is a client of Denovo).• Inventoried all equipment, placed orders with suppliers, and scheduled repairs for malfunctioning equipment• Worked with Crocs employees to schedule appointments with Denovo’s IT department• Worked with a small team of management to move Crocs’ entire North American and European hardware inventory database to new software. This involved carefully examining large amounts of database entries describing Crocs technological assets to ensure all data could be transferred accurately and safely.