Daniel Duffee Email & Phone Number

Oxford, MA, US

Boston, Massachusetts, United States

-Produce and maintain detailed sales reporting, monthly compensation reports, and visual dashboards as well as carry out ad hoc reporting requests generated through the course of business.-Works to maintain data stewardship.-Maintains Series 6 and Series 63 security licenses through completion of CE through FINRA as well as completion of the firm element.

Enfield, Connecticut, United States

As a FINRA Series 6 licensed representative, my focus is on educating participants in employer sponsored retirement plans about their various options as they transition through their career and finding the solution that works best for them to ensure a fulfilling retirement.

Enfield, Connecticut

As a FINRA Series 6 licensed representative, my focus is on educating participants in employer sponsored retirement plans about their various options as they transition through their career and finding the solution that works best for them to ensure a fulfilling retirement.

Enfield, Connecticut

I assist participants in Mass Mutual Retirement Plans in a variety of tasks including but not limited to education of our products, loan information, and other value-adding dissemination. All is done with the goal of not only creating an amazing experience in the moment for the customer but also to ensure that they're set for their best years as retirement.

Enfield, Connecticut

I worked as a seasoned customer service representative at the LEGO® Group with a specialty in the Brand Retail Locations including but not limited to their promotions, in-store events, and various other activities. In my time here, I handled thousands of phone, email, and live chat contacts on topics including but not limited to products, experiences.

East Windsor, Connecticut

-Oversaw the shipment of merchandise to our wide array of customers through Amazon sales as well as oversaw and managed the company's e-commerce platforms and various point of sale modules. -Handled customer service contacts and ensured that quality issues were corrected

West Hartford, CT

-Specialized in holistic financial planning to ensure financial security moving forward into the future. -Met with clients on a daily basis to craft analysis of their specific needs and see how Northwestern Mutual could best accommodate them throughout their lives and keep their assets secure.-Received licensing under the State of Connecticut for the sale.

Mansfield, CT

-Assisted in data entry of purchase orders-Experienced in calls to collect relevant data from parties-Made deliveries of materials around campus as the need existed.

Stafford Springs, CT

-Assisted in converting paper files into the new digital computer system.-Entered ROIs into the digital system as needed-Trained in rules and regulations of HIPPA and acted in an according manner to protect confidential information.

Master Of Science - Ms, Applied Data Science, 3.97

Bachelor Of Science (B.S.), Healthcare Management

Education record