Daniel Clements Email & Phone Number

Ocala, Fl, Us

Tampa, Florida, United States

Conducted and presented research and data analysis on hedge funds and private market funds/projects under the alternative investments division.Created and implemented pro forma models to run various comparative analyses on commercial real estate investments.Programmed an optical character recognition software to extract data from handwritten client new account forms.Automated the new accounts process by creating an online new account form that automatically populated client's information into database.Conducted financial statement analyses of several firms.Used a variety of financial advisory platforms to perform data entry to onboard new/existing clients into the firm.

Ocala, Florida, United States

Gained experience in a diverse work environment that included logistics, sales, accounting, purchasing, and support teams.Coordinated a successful employee enrichment initiative that included interdepartmental team building.Led department transition to Microsoft Teamwork software and provided training to departmental staff on use and procedures.Presented data and statistics about Microsoft Teamwork project during Town Hall meeting.Created a standard operating procedure (SOP) document managing Teamwork inflows.Processed ingoing and outgoing invoices for the accounts' payables department.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor'S Degree, Finance, General