Daniel F. Gibbons Email & Phone Number

Chicago

Chicago, IL

Non-profit work providing employment services and financial services counseling to students enrolled in JARC's manufacturing training programs. Teach Financial Education classes covering topics such as money Management, Banking, Smart Use of Credit, and How to Begin Saving. Work one-on-one in pulling individual credit reports to help students prepare for.

Chicago

Non-profit work training volunteers at accounting firms, law offices and colleges for the Ladder Up Tax Assistance Program (TAP), which offers free tax-return preparations for the working poor in Chicago. Presentations provide volunteers access to the tax preparation software, as well as the tools necessary to complete the certification test for the IRS.

Provided Google Apps suite of products and ongoing customer service to small businesses.Demonstrated the benefits of moving to the cloud for ease of use, collaboration and document management.Quickly resolved computer related problems remotely by using desktop screen sharing software, including Mikogo and JoinMe.Set up the migration and mapping of email.

Led team of five portfolio managers covering the Southwest region of the country, responsible for training, supervising and reviewing individuals’ performance and development.Proactively managed investment accounts ensuring internal audit and SEC compliance requirements and consistently surpassed short-term and annual internal service commitments.Counseled.

Analyzed portfolios with respect to asset allocation, diversification and overall risk. Provided investment and client service support for three senior portfolio managers on relationships with more than $2 billion in total assets under management.Maintained and updated trading activity for tracking purposes. Communicated portfolio changes to wealth.

Assisted in investment decisions with respect risk management and tax implications on corporate executives team with two senior relationship managers. Served as direct contact with clients by managing expectations and providing reassurance in primary contact's absence. This role increased dramatically during reassignment of managers' accounts due to.

Led unit in sales for five consecutive quarters, primarily through proactive profiling of client needs.Attained perfect scores on service/sales "shops" six times.Directed training of new and existing personal bankers as branch training coordinator and on-line expert.Introduced new branch promotions to increase sale of credit cards, home equity loans and.

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Business Administration (B.B.A.)