Daniel Hannan Email & Phone Number

Marbury Wealth Management is a private-owned, wealth management firm that offers advice and planning to high net worth clients. Our services include investment advisory, stock options, estate planning and generational planning.• Responsible for the net worth oversight on $110M in assets that span 60 client portfolios• Conduct research and due diligence on portfolios (401K’s, IRA’s, stock investments, inheritances, bank loans, mortgages), and compile reports highlighting assets vs liabilities • Assist in developing strategic marketing and sales plans for high, net-worth markets• Create cash-flow spending reports to present to clients illustrating their spending habits coupled with investment performances• Collaborate on sales efforts to increase assets under management• Develop processes that identify and communicate to key individuals throughout the firm assets held by individuals, allowing for an holistic approach to client reporting • Provide portfolio and investment option recommendations based upon customers’ current circumstances and long-term goals• Create spreadsheets of our portfolios’ performance, including percentage of investment return annually, since start date and last completed quarter• Track investments and accounts that clients hold outside of firm’s management

New York, Ny, Us

Hess Energy is a subsidiary of Direct Energy Business (a major commercial retail energy supplier) and a North American subsidiary of Centrica (a leading global integrated energy company). • Contracted to help with the overflow of work during the buyout of Hess Energy Marketing by Direct Energy • Generated reports documenting Hess Energy customers absorbed into Direct Energy• Outlined the marketing changes that would accompany the restructuring and highlighted quarterly sales performance• Created and maintained sales and marketing-related reports and materials • Updated salesforce’s customer database and sent customers their receipt of the contract• Organized two Customer Appreciation events: one at PNC Park for 400+ customers of the Ohio Valley Region, and the other at Nationwide Arena in Columbus, Ohio for 250+ customers of eastern Ohio

Marbury Wealth Management is a privately owned, wealth management firm that offers advice and planning to high net-worth clients. Our services include investment advisory, stock options, estate planning and generational planning.• Updated asset allocations to assist with clients’ cash flow needs and investment recommendations • Prepared net worth, investment performance and stock option reports for client meetings• Assembled documents that outlined company’s charitable contributions and expenses

Beechwood Industrial Supply is an industrial supplier that works with manufacturing companies to streamline the distribution of products. The company’s major markets are PA, OH, KY, IL and WV.• Conducted quantitative research of sales trends within distribution areas and updated manufacturing facilities with new findings• Established and maintained rapport with all account representatives by creating on-site meetings• Helped in the reporting of quarterly and annual sales projections • Assisted in illustrating sales trends with volumetric data and how these related to the performance of specific products

Bachelor'S Degree, Psychology

Education record