Daniel Bermudez

Daniel Bermudez Email and Phone Number

Registered Client Service Associate at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Daniel Bermudez's Location
Miami, Florida, United States, United States
Daniel Bermudez's Contact Details

Daniel Bermudez work email

Daniel Bermudez personal email

n/a
About Daniel Bermudez

As a dedicated and solutions-oriented finance professional and business leader with extensive experience in analysis, accounting, and project management, I combine a diverse background and broad business knowledge to achieve desired outcomes. My specific expertise is translating high-level vision and success metrics into an executable strategy while forging exceptional relationships. Being a change agent known for and collaborating across diverse teams of an organization, I continuously seek innovative and customer-centric solutions. I have established a strong understanding of global cultures through international vendor relationships and I am proficient in Spanish. Key Highlights of My Background:• As Managing Director of Cliclick LLC, negotiated and reduced shipping costs by 60% through economies of scale and product packaging redesign while increasing brand awareness and alleviating net working capital. • Successfully launched product on Amazon and achieved distinguished "Amazon’s Choice” badge recognition due to most product sold within search category, positive customer reviews, and in-stock rate.• While working at Toyota, managed a vehicle recall involving more than 1,200 affected vehicles, prioritizing their work on the schedule to prevent engine damage and working with upset customers. While I am not working, I enjoy many interests. I love learning new concepts through reading, I often catch the sunrise on my daily runs, I enjoy trekking on weekends with family and friends, and I travel to new places for exploration. I am naturally curious and seek out new adventures.

Daniel Bermudez's Current Company Details
Morgan Stanley

Morgan Stanley

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Registered Client Service Associate at Morgan Stanley
new york, new york, united states
Employees:
78669
Daniel Bermudez Work Experience Details
  • Morgan Stanley
    Registered Client Service Associate
    Morgan Stanley Oct 2021 - Present
    Miami
  • Cliclick Llc
    Managing Director
    Cliclick Llc 2017 - May 2021
    Launched e-commerce businesses from concept and design to manufacturing, promotion, and sales. As business owner, lead all facets of the business from managing net working capital to obtaining FDA and INVIMA certifications to export and import retail and edible goods from Colombia. • Administer all financial aspects including revenue and expense management as well as external financing for business growth• Conduct ongoing analysis of business, evaluating costs, and inventory to optimize resources and working capital• Oversee marketing initiatives, collaborating with web developers and graphic design teams to create brand identity, strategies, and sustainable product packaging• Research markets and trends through competitor analysis and customer feedback to identify innovative opportunities• Build positive brand awareness through digital advertising and customer relations by overseeing online content and utilizing online sales channels including Amazon and Shopify• Manage vendor relationships including sourcing, selection, and maintenance
  • Yokomotor
    Administrative Manager
    Yokomotor 2015 - 2016
    Planned and executed administrative functions for effective resource management and providing for overall automobile dealership profitability. Oversaw parts inventory management and developed strategies to guarantee excellent post-sale service and customer satisfaction. • Generated sales and expense budgets alongside accounting and general management• Monitored execution of operations against target KPI’s established by Toyota • Established action plans to ensure compliance with sales and service/parts productivity budgets• Approved and authorized checks and bank transfers
  • Romanza Home Decor
    Financial & Administrative Manager
    Romanza Home Decor 2012 - 2015
    Medellín, Antioquia, Colombia
    Executed administrative and financial functions related to wholesale and retail sales of furniture and home goods. Enforced inventory management in retail stores to minimize days of unsold inventory and optimize shelf space. Negotiated terms with financial entities and suppliers. Prepared and presented financial statements to general management and Board of Directors. Generated budgets and sales forecasts for independent retail stores and wholesale division. • Maintained control over revenues, expenses, and working capital • Oversaw firm treasury cash management optimization and financial risk • Developed budget, managed investment capital, and oversaw construction projects of new store and existing store redesign
  • Protonik Usa, Llc
    Accounting & Operations Specialist
    Protonik Usa, Llc 2011 - 2012
    Provided accounting and operational support for wireless telecommunications company. Managed financial accounts, keeping accurate records and communicated with international customers/debtors notifying them of aging receivables. Assisted with monthly and yearly accounting activities. Evaluated and organized documentation supporting daily operative and sales transactions.• Processed and reconciled vendor Invoices against internal records on ERP software• Generated periodical accounts receivable exhibits to acquire funds through Invoice Factoring
  • Panel Group Design
    Logistics Coordinator
    Panel Group Design 2008 - 2011
    Provided support on a seasonal basis to a local full-service trade show and events rental company. Coordinated transportation, setup and dismantling for trade shows and individual booths. Collaborated with internal and external partners on designs for trade show/exhibition booths with budget and time constraints. Led teams from conceptualized designs to completed exhibition setups.

Daniel Bermudez Skills

Leadership E Commerce Cross Cultural Communication Skills Accounting Business Relationship Management Customer Satisfaction Business Development Market Research Management Accounting Financial Risk Business Analysis Vendor Management Negotiation Finance Digital Marketing Process Improvement Erp Strategic Planning Strategy Financial Accounting Business Planning Microsoft Office Budgeting Entrepreneurship Budget Management Project Coordination Administration Wordpress Customer Service Financial Analysis Business Process Improvement Interpersonal Skills Financial Reporting Product Development Analytical Skills Cross Functional Collaborations Inventory Management Google Ads Capital Expense Management Shopify Creative Problem Solving Invoice Factoring Spanish

Daniel Bermudez Education Details

Frequently Asked Questions about Daniel Bermudez

What company does Daniel Bermudez work for?

Daniel Bermudez works for Morgan Stanley

What is Daniel Bermudez's role at the current company?

Daniel Bermudez's current role is Registered Client Service Associate at Morgan Stanley.

What is Daniel Bermudez's email address?

Daniel Bermudez's email address is da****@****ley.com

What schools did Daniel Bermudez attend?

Daniel Bermudez attended University Of Miami - School Of Business.

What skills is Daniel Bermudez known for?

Daniel Bermudez has skills like Leadership, E Commerce, Cross Cultural Communication Skills, Accounting, Business Relationship Management, Customer Satisfaction, Business Development, Market Research, Management Accounting, Financial Risk, Business Analysis, Vendor Management.

Who are Daniel Bermudez's colleagues?

Daniel Bermudez's colleagues are Pratibha Hosley, Jimish Mody, Paul Markis, Camille Hack, Bridget Eberly, Mark Dong, Justin R. Fuery.

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