Daniel Baskerville Email & Phone Number

Plano, Texas, US

Boston, Massachusetts, US

• Generated $5.25 million in additional revenue by creating and implementing strategic sales initiatives for both new and existing clients. o Achieved 125% of quarterly sales targets, consistently generating over.
• Spearheaded various projects by developing comprehensive strategies and cost estimates, and delivering against deadlines. o Collaborated with clients, interior designers, and other stakeholders to gather.

Milwaukee, WI, US

• Directed financial planning efforts for high-net-worth business owners, collaborating closely with C-suite executives to develop comprehensive financial plans with a focus on Succession Planning and Estate Planning.
• Designed personalized portfolio strategies tailored to individual client goals and risk profiles, optimizing investment returns and wealth preservation.
• Conducted thorough client evaluations, analyzing financial situations and objectives to deliver customized financial solutions that align with clients' long- term goals and aspirations.
• Leveraged deep industry expertise and market insights to provide strategic guidance and advice on wealth management, tax planning, and retirement strategies.
• Acted as a thought leader and advocate for clients, representing their interests and advocating for their financial well-being in all interactions and engagements.

Stamford, CT, US

• Managed a portfolio of key healthcare accounts, consistently achieving and surpassing a monthly billing quota of $40k, leading to an annual revenue generation of $480k.
• Developed and implemented customized sales strategies to address the specific needs of healthcare clients, resulting in a 40% increase in contract value and long-term client retention.
• Cultivated strong relationships with C-suite executives and decision-makers within healthcare organizations, delivering tailored solutions that enhanced operational efficiency and improved patient care.
• Led complex negotiations and secured high-value contracts, leveraging in-depth knowledge of industry regulations and technology trends to provide innovative and compliant solutions.
• Conducted regular business reviews with clients to identify opportunities for service expansion and upselling, contributing to a substantial increase in overall account revenue and customer satisfaction.

Richfield, Minnesota, US

• Oversaw the implementation of a new CRM and order management system.
• Developed and implement efficient order fulfillment processes to ensure timelyand accurate delivery of orders to customers.
• Developed training material and spearheaded employee training initiative
• Led a team of 13 as a sales leader, creating a trusting, respectful team in theprocess