Daniel Cary Email & Phone Number

Charlotte, North Carolina, United States

• Arrange and set up partner summits for executive leadership
• Organize and produce quarterly town hall meetings for 200 plus front line team members
• Coordinate onsite engagement and top performer recognition events across the enterprise
• Serve as coordinator for onsite professional and personal development seminars
• Arrange travel and focus groups for senior leaders
• Manage and organize calendar for senior leaders

Charlotte, North Carolina

• Consulted with customers through live chat about products and services to help meet their financial goals
• Extensive problem solving research while interacting with multiple customers
• Guide customers through Wells Fargo online to product information and educational resources
• Presented on Key Driver Metrics to engage peers in building relationships with our customers

• Engaged customers by phone to create financial solutions based upon customers goals while following policies and procedures that meet compliance guidelines
• Scheduled phone appointments with customers to establish accounts.
• Multitask using multiple software platforms to view customer information and assess needs

Mooresville, North Carolina

• Ensured the accuracy and details of client projects were met before going into production
• Planned meetings to discuss client’s yearly print budget for key projects and events
• Managed client’s expenses and budget for marketing pieces through Excel spread sheets
• Created and delivered PowerPoint presentations to new clients to gain business

Obtained guest speakers, set up networking events, maintained relationship with PRSA affiliate chapter, organized fall and spring banquets.

Bachelor Of Science Degree, Communications; Concentration Public Relations

Activities and Societies: Public Relations Student Society of America, National Society of Leadership and Success ( Sigma Alpha Pi)

Education record

High School Diploma