Daniel Field, Cfp® Email & Phone Number

Parsippany, New Jersey, United States

Bridgewater, New Jersey, United States

Bridgewater, New Jersey

Bridgewater, New Jersey

Chester, Nj

• Assisting Senior Wealth Advisor of the firm to provide high level of service to high net worth clients• Communicating complex ideas to help assist clients in making informed decisions involving income tax strategies, proposed investment portfolios and estate planning concepts• Advise clients on changes of legislation, market condition and economy outlook that might affect financial well being• Analyze client's financial information; identify client's objectives, risk tolerance and circumstances to develop a thorough financial plan• Proactively followed up on business development leads to expand book of business

Madison, Nj

• Responsible for handling wealth management relationships of 150 current clients with assets of over $60M • Perform reviews with clients to assess current financial health, ensure suitability and propose value-added solutions • Evaluated and discussed specific opportunities in each area of planning with clients to help meet current & future goals

Andover, Nj

• Working with Senior Advisor to help manage ongoing relationships with current and potential future clients• Producing comprehensive financial plans and analyses to discuss with clients after gathering all necessary information• Serving as operations manager for all client related investment and insurance transactions

Parsipanny, Nj

• Produced personal financial plans, ad hoc analyses, and specific recommendations for all advisor/client meetings• Worked with clients to obtain quantitative and qualitative information for creating individualized financial plans• Built strong relationships with clients to ensure implementation of recommendations and achievement of their goals• Supported advisors and team members in monitoring clients’ financial situations on an ongoing basis • Responsible for scheduling and conducting of comprehensive review meetings with clients• Developed collaborative relationships with internal professionals and other financial industry professionals

Manhattan Beach, Ca

• Worked with investors to develop a business plan and concept idea for family owned/operated establishment• Controlled day-to-day operations; managed restaurant staff, daily menu creation, and preparation of food• Responsible for implementation and processing of all financial and accounting data; sales reporting, taxes & payroll

Fullerton, California

• Comprised highly visible internal reports for personal investment management teams • Produced client portfolio performance reports for financial advisors’ meetings• Assisted in the development of a new web based client statement reporting system• Updated monthly holding returns for portfolio and composite results for databases• Validated data quality of portfolios, composites, and indexes for uploads into company systems

Greater Los Angeles Area

• Produced performance attribution analyses to minimize various risk-analytics and performance measures on portfolios • Maintained several reports identifying discrepancies between the portfolio manager and custodian asset values • Conducted weekly holding reports and week-to-week variance analyses for several investment portfolios

State College, Pennsylvania Area

• Improved the financial reporting process by maximizing efficiencies in cash & expense reporting, creating breakdown of revenue vs. costs & developing year-to-date comparison of cash flows.• Provided owners & banks with a company analysis for a potential expansion company, including cost and profit breakdown and comprehensive financial statements.• Posted account receivables & payables to general ledger.

Augusta, Nj

Bachelor Of Science (B.S.), Finance, General

Activities and Societies: Basketball and Soccer Team Member

Certificate, Financial Planning