Daniel Kerl Email & Phone Number
@arb.com
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Who is Daniel Kerl? Overview
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Daniel Kerl is listed as Researcher at American Research Bureau, a company with 45 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at arb.com and a matched LinkedIn profile for Daniel Kerl.
Daniel Kerl previously worked as Business Development at Inmoment and Senior Associate at Goldman Sachs. Daniel Kerl holds Bachelor Of Arts - Ba from Stonehill College.
Email format at American Research Bureau
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AeroLeads found 1 current-domain work email signal for Daniel Kerl. Compare company email patterns before reaching out.
About Daniel Kerl
Business Intelligence Professional with extensive expertise identifying and defining business problems, collaborating with stakeholders to implement solutions, and maximizing profitability through the strategic application of technology. Effective facilitating operational processes with their strategic objectives for a Fortune 100 company. Strengths include utilizing SQL queries and data mining strategies in addition to data visualization tools to identify and address commercial opportunities.
Listed skills include Financial Analysis, Microsoft Excel, Investments, Microsoft Word, and 12 others.
Daniel Kerl's current company
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Daniel Kerl work experience
A career timeline built from the work history available for this profile.
Business Development
Senior Associate
- Private Wealth Management Operations Managed cross regional data remediation team responsible for delivering data clean-up and enhancement initiatives to support the firm’s data infrastructure. Utilized Subject Matter.
- Confirmed and updated the investment risk profile for $10M key clients that aligned profiles to match risk objectives.
- Reduced review time by 50% by implementing a new client data confirmation process.
- Conceptualized and executed transition of existing account data that aligned with new system requirements outlined by Operations and Business Management.
- Implemented a data remediation dashboard that facilitated collaboration with wealth management professionals, Legal, and Compliance to adhere with regulatory guidelines and satisfy the requests of high net worth clients.
- Balanced $750K operational budget that ensured proper allocation of resources for tactical and strategic client data initiatives.
Analyst & Associate
- Tax OperationsExecuted and managed the analysis and reconciliation of large data sets to ensure accurate and efficient reporting for transactional tax data. Collaborated with institutional sales teams and wealth.
- Developed requirements and implemented strategic enhancements that increased Straight Through Processing (STP) by 90% and reduced headcount for cost basis transfer work flows saving the company in excess of $300K.
- Implemented workflows that supported new IRS regulations, industry record layouts and ensured regulatory compliance.
- Identified and on-boarded vendor services that supported client directed service requests and saved $200K annually.
Financial Advisor
Licensed Financial Advisor providing investment and insurance strategies to families and small businesses. Educated customers on investment products and customized solutions to meet their needs. Produced new business via telephone, networking, and other lead sources. Facilitated in-home and seminar presentations detailing policy guidelines and benefits.
Colleagues at American Research Bureau
Other employees you can reach at arb.com. View company contacts for 45 employees →
David Schwartz
Colleague at American Research Bureau
Salt Lake City, Utah, United States, United States
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JD
J. Daniel Schwartz
Colleague at American Research Bureau
Salt Lake City, Utah, United States, United States
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AH
Aubrey Hemingway
Colleague at American Research Bureau
Salt Lake City, Utah, United States, United States
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MB
Melissa Brady
Colleague at American Research Bureau
Salt Lake City Metropolitan Area, United States
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HS
Hazel Scullin
Colleague at American Research Bureau
Salt Lake City, Utah, United States, United States
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SO
Sharon Otero
Colleague at American Research Bureau
Glastonbury, Connecticut, United States, United States
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TA
Troy Adair
Colleague at American Research Bureau
Bountiful, Utah, United States, United States
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AL
Ashley Lish, Mlis
Colleague at American Research Bureau
Salt Lake City, Utah, United States, United States
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CF
Crystal Farish Beutler
Colleague at American Research Bureau
Salt Lake City, Utah, United States, United States
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SJ
Sarah Jo Rosser
Colleague at American Research Bureau
Salt Lake City, Utah, United States, United States
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Daniel Kerl education
Frequently asked questions about Daniel Kerl
Quick answers generated from the profile data available on this page.
What company does Daniel Kerl work for?
Daniel Kerl works for American Research Bureau.
What is Daniel Kerl's role at American Research Bureau?
Daniel Kerl is listed as Researcher at American Research Bureau.
What is Daniel Kerl's email address?
AeroLeads has found 1 work email signal at @arb.com for Daniel Kerl at American Research Bureau.
Where is Daniel Kerl based?
Daniel Kerl is based in Salt Lake City, Utah, United States while working with American Research Bureau.
What companies has Daniel Kerl worked for?
Daniel Kerl has worked for American Research Bureau, Inmoment, Goldman Sachs, and Prudential Financial.
Who are Daniel Kerl's colleagues at American Research Bureau?
Daniel Kerl's colleagues at American Research Bureau include David Schwartz, J. Daniel Schwartz, Aubrey Hemingway, Melissa Brady, and Hazel Scullin.
How can I contact Daniel Kerl?
You can use AeroLeads to view verified contact signals for Daniel Kerl at American Research Bureau, including work email, phone, and LinkedIn data when available.
What schools did Daniel Kerl attend?
Daniel Kerl holds Bachelor Of Arts - Ba from Stonehill College.
What skills is Daniel Kerl known for?
Daniel Kerl is listed with skills including Financial Analysis, Microsoft Excel, Investments, Microsoft Word, Microsoft Powerpoint, Risk Management, Leadership, and Equities.
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