Daniel Boerner, Mba Email & Phone Number

Father, Husband, Veteran, Entrepreneur, Philanthropist. My name is Daniel Michael Boerner, and I am an analytical-minded and dynamic professional with comprehensive experience in developing and implementing impactful financial plans to support clients in achieving long-term and short-term financial goals. I am capable of providing customers with information and suggestions for financial products and services to assist with their financial needs and goals. I am skilled in spearheading the procurement, development, and maintenance of investment portfolios for accredited investors. I possess a strong ability to perform financial forecasting and modeling.I am an expert problem solver, proficient in identifying, addressing, and resolving issues by optimally utilizing all available resources to enhance efficiency. I am capable of assessing clients’ financial situations, explaining investment strategies, answering all finance-related questions, and addressing clients’ concerns to accomplish sustainable outcomes. I am adept at Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting. I excel at attaining clients' commitment by explaining proposed financial plans and options and explaining advantages and risks.Following are the highlights of my qualification: ☛Expert in accumulating and summarizing data to prepare sophisticated reports on financial status and risks. ☛Strong communication, collaboration, multitasking, and interpersonal skills along with an aptitude to nurture value-adding relationships across all levels.☛Possess strong work ethics and distinguished ability to thrive within fast-paced working environment.Please feel free to contact me at dboerner85@gmail.com with any thoughts, comments, or questions about my work – I am always interested in making new professional acquaintances.