Dane Hohmann Email & Phone Number

Texas, United States

Dallas, Texas, United States

• Actively managed existing and new client relationships by delivering tailored solutions, maintaining regular communication, and ensuring client satisfaction through prompt issue resolution and ongoing support.
• Collaborated with multiple departments to conduct comprehensive accounting audits for client billing, ensuring accuracy, compliance with financial standards, and the identification of discrepancies for timely.
• Conducted in-depth rate analyses of processing statements to identify cost-saving opportunities, offering more competitive pricing to clients, which resulted in increased business acquisition and customer retention.
• Coordinated and streamlined processes for order management, shipment tracking, and reporting, optimizing operations and reducing turnaround times.

Dallas, Texas, United States

• Developed comprehensive financial plans for clients by assessing their current financial status, goals, and risk tolerance.
• Collaborated with my team during the planning process to ensure my clients were best served for their current financial situations.
• Applied strong communication skills to schedule meetings and explain complex financial concepts to my clients in a clear and accessible manner.
• Fostered strong client relationships through ongoing communication, education, and proactive adjustments to align with changing circumstances and preferences.

Dallas, Texas, United States

• Restructured the organization to improve lines of communication and add positions to help sustain growth over the next three years.
• Conducted extensive market research to achieve the best compensation rates for new and current positions to retain the best talent for the organization.
• Identified new streams of revenue to compensate for the increase in expenses due to the addition of human capital.

Richardson, Texas, United States

• Differentiated investment characteristics of financial assets such as money market instruments, bonds, stocks, and options.
• Applied modern portfolio theory, maximized the benefits of diversification, and risk-return relation under asset pricing models.
• Assessed the value of stocks and bonds using various valuation models such as CAPM and APT.
• Utilized different computer software to analyze and visualize strategic investments in real and financial assets.

Reno, Nevada, United States

• Competed at the highest level of college baseball while balancing academic and athletic responsibilities.
• Collaborated with coaches and teammates to develop and improve specific areas of ability.
• Refined time management and discipline strategies through daily practices, workouts, classes, and travel schedules.
• Represented the university and baseball program with professionalism and integrity on and off the field.