Daniel Boerner, Mba Email & Phone Number

Boulder, Colorado, United States

In this capacity, I was recruited by full-service investment firm to propose a competitive full suite of portfolio management tools and purchase $25M of newly managed assets. I earned annual and quarterly top performer awards by delivering remarkable services. Produced $100M+ in net new assets within 3 years. I developed and enforced exclusive wealth management and estate planning policies for high valued individuals by sustaining award-winning customer service. I nurtured enduring client relationships by resolving complex investment and tax needs through multi-generational financial plans. I contributed efforts in local and national operational improvement activities by executing new company branding identity with digital and local seminars. I established new technological enhancements to optimize procedural efficiency. I served as a regional leader to assist in transforming business culture from a transaction-focused approach to a new relationship-based model. Related Skills: Portfolio Management, Assets Administration, Wealth Management, Key Relationship Development, Business Transformation, Profit OptimizationFollowing is the highlight of the value I brought to the TD Ameritrade/Scottrade:☛Accomplished multiple awards, such as Top 100, Better Begins With Me, Presidents Club, Circle of Champions, Client Experience, APC for excellent performance.☛Boosted branch growth in annual Circle of Champions award by attaining position among top 25 out of 575 Consultants

Boulder, Co

Westminster, Colorado

Blackhawk, Colorado

In this role, I transformed and implemented all games and developed regulations established by TDA and CDOG to enhance operational efficiency. I sustained a fair and balanced dealer circulation to ensure smooth flow of work. I managed a rotating schedule of for 50 employees to assure timely completion of assigned tasks.Related Skills: Rules and Regulations Implementation, Operations Management, Schedule Rotation, Task Completion, Time ManagementFollowing is the highlight of the value I brought to the Golden Gates Casino:☛Managed five straight Heartland Poker Tour main Events with 700+ entries.

Various

In this capacity, I executed multiple activities, such as effective running of vehicles on our Combat Logistics Patrols, assigning guard duty, roving patrol, and sustaining a secure environment throughout the entire mission in support of Operation Iraqi Freedom. I created presentations and reports regarding vehicles, equipment inventory, and cost centers as well as all other special projects as needed to assist senior management in the decision-making process.Related Skills: Vehicles Running, Guard Duty Allocation, Security Maintenance, Equipment Inventory Management, Special Project Handling, Reports PreparationFollowing is the highlight of the value I brought to the United States Arm:☛Earned multiple medals, such as Achievement Medal (2x), National Defense Service Medal, Global War on Terrorism Expeditionary Medal, Global War on Terrorism Service Medal, Army Service Ribbon, Overseas Service Ribbon, Armed Forces Reserve Medal with M Device.

Master Of Business Administration - Mba, Accounting And Finance

Bachelor'S Degree, Finance, General

Associate’S Degree, Business Administration And Management, General