Daniel A. Email & Phone Number

Portland, Oregon Metropolitan Area

Santa Rosa, California, United States

•Client meeting preparations: scheduling clients, portfolio reporting, agenda development, client cash flow analysis, and document preparation•Client meeting follow up: coordinate client paperwork, deliverables, and any other follow up from meetings as necessary•Entry of client information into financial planning software (Money Guide Pro)•Portfolio comparisons and investment proposal reviews for clients and internal use (MorningStar)•Work with all team members to deliver a high quality client experience for all clients

Santa Rosa, California, United States

- Agenda Development : Use the client service model to review meeting notes, currentagendas and prep for financial planning and investment recommendations- Trades: Execution of misc. trades as directed by Advisor/clients / acceptance oftransactions; arrangements, check ordering and allocation changes- Managed account and financial planning deliverables / uploads- Quarterly lunch and learn events- Website updates monthly- Monthly client email- Newsletter creation

Dallas/Fort Worth Area

- Build and maintain strong client relationships- Design, recreate, and enhance financial models for clients- Gather business process and system functional requirements, analyze, design and develop, and deploy mission critical solutions- Manage projects ensuring target delivery dates are met

Greenbrae, California

- Maintain and deliver the highest quality customer service and experience- Help clients understand and choose between different financial products that best suit their needs- Assist clients with debt structuring and debt repayment strategies- Manage relationships with clients through regular scheduled contact and appointments- Ensure safety and maintain confidentiality of all client information

San Francisco Bay Area

Consult with clients in order help build out their financial models and databases. Regular tasks include: learning client FP&A systems and styles, modeling financial reports and dashboards that are all unique to each client, ensuring that clients have the knowledge to use the tools and systems we provide to streamline their business practices. Getting to see and learn different tactics for FP&A is one of the best parts about this role; being a part of and seeing client success is the only thing better.

Oakland, California

As a financial analyst for ChangeLab Solutions, I provide budgeting and analysis support to ensure that the organization complies with external reporting requirements and that management has accurate and timely information for decision-making. More specifically, I work directly with the CFO and the finance and development staff to support agency-wide and grant specific financial analysis and reporting, line item budgeting, and business analysis.

San Rafael, California

Helping customers with transactions, transferring customers to platform associates when further information is needed, and creating relationships with customers.

Certified Financial Planning Certificate, Business And Personal/Financial Services Marketing Operations

Bachelor'S Degree, Business Administration And Management, General

Activities and Societies: FAME: Financial Analysis and Management Education

None, General Education And Transfer Courses Completed, Business Administration, Accounting, Finance.

I started at COM to complete my general education courses and check out some different areas of study; this was to help myself figure out.