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 establishing or rebuilding their credit. Conduct work readiness workshops covering topics including Self-Assessment, Job Search, Leadership, Conflict Resolution at Work and Resume Writing. Facilitate mock interviews to prepare students for their transition to the workplace.

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 Volunteer Income Tax Assistance (VITA).Counsel High School seniors on completions of their Federal Financial Aid applications (FAFSA) and college applications, primarily focusing on low income schools/students.Give presentations on Budgeting, Smart Credit Card Use, Banking, and other financial education topics to students and young adults as part of Ladder Up's LIFT program.

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 accounts and data from existing domain(s) to new domain.Offered customer relationship management (CRM) systems to allow clients to more efficiently service their customer base.

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 clients during challenging market conditions. Discussed long-term investment goals and provided historical data to support consistent allocation of assets. Explained current economic data and market dynamics to support tactical positioning.Discussed alternative products such as structured notes, hedge funds and derivative strategies when appropriate.Hosted client calls to discuss portfolio recommendations.Trained new portfolio managers on the team.

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 advisors.Trained portfolio specialists on Chicago team.

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 turnover.Prepared presentation materials and gathered research and up-to-date market information for investment-focused client meetings. Responded to specialized service requests including gifting programs, performance reports, payments and transfers.Mastered new trust system and was selected as office check liaison responsible for manual checks and reconciliation of team's balancing circle at the end of each day.Monitored trade activity and settlement in investment sensitive accounts.

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 auto loans.

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

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