Daniel Bain Email & Phone Number

St. Louis, Mo

o Interacted with thousands of clients via phone and electronic correspondence to assist with investing basics and platform navigation, locating information from key sources, resolving administrative and account issues, and having discussions about expanding financial relationships with the firm o Conversed with individuals and professionals, both novice and experienced, regarding various facets of trading, including high level strategies and breakdowns of equities and options while simultaneously factoring in information about their financial situation, overall goals, near-future plans, etc.o Assumed responsibility for client issue resolution via outreach to back office support teams and field experts, subsequently making outbound calls to clients to confirm issue resolution and elevate service levels

Washington D.C. Metro Area

o Operated under the Debt Management Services (DMS) branch of the Bureau of the Fiscal Service, which oversees the Treasury Offset Program (TOP), a confidential database program with the goal of collecting delinquent debts owed to federal agencies and states o Worked alongside professional software and debt policy teams to assist with the goals of transitioning to the next generation TOP and completing assigned correspondence letters respectivelyo Composed official correspondence addressed to two different US congressional senators regarding constituent questions and inquiries into cases involving delinquent debts, as well as an official protocol manual to be used by upper level TOP team members for teaching new employees o Acquired exposure to basics of database management through usage of SQL

Usag Yongsan, Seoul, South Korea