Assurance Associate 1
Current
Oct 2023 - Present
AeroLeads people directory · profile
Daniel Maxwell Email & Phone Number
Assurance Associate at BPM
at
BPM LLP
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Assurance Associate at BPM
Location
San Francisco Bay Area, United States, United States
Company size
Who is Daniel Maxwell? Overview
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Quick answer
Daniel Maxwell is listed as Assurance Associate at BPM at BPM LLP, a company with 1213 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Daniel Maxwell.
Daniel Maxwell previously worked as Assurance Associate 1 at Bpm Llp and Assurance Intern at Bpm Llp. Daniel Maxwell holds Bachelor Of Business Administration - Bba, Marketing/Marketing Management, General from California State University, Chico.
Company email context
Email format at BPM LLP
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BPM LLP
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Profile bio
About Daniel Maxwell
I am a graduate of California State University, Chico with a BS in Business Administration (Marketing). I am currently in a career change from Sales to Accounting. The communication skills, ability to adapt quickly, and growth mindset I’ve adopted from my history in sales has been critical in undergoing this transition.
Current workplace
Daniel Maxwell's current company
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Bpm Llp
6 roles
Daniel Maxwell work experience
A career timeline built from the work history available for this profile.
Assurance Intern
After a successful tax internship during the busy season I am currently exploring the Audit and Assurance side of accounting
Jun 2023 - Oct 2023
Tax Intern
Accounting Intern for the 2023 tax seasonInitial prep from simple to complex returns for S Corps, Trusts, and PartnershipsProvide bookkeeping for business including journal entries via CCH EngagementSoftware used: Microsoft Outlook, Teams, Excel, CCH Suite Axcess, Engagement
Jan 2023 - Jun 2023
Sales Development Representative
Conduct initial cold outreach to food and beverage wholesalers via phone and email including initial discovery.Sourced closed won opps leading to a 5% increase in total customer base within three months of onboarding.June - 100% quota attainmentJuly - 250% quota attainmentAugust - 100% quota attainmentSeptember - 83% quota attainmentHighest q3 SDR quota.
May 2022 - Jan 2023
Sales Development Representative
Sep 2021 - May 2022
Sales Representative
- Built rapport with prospective customers by asking probing sales and marketing questions and utilizing effective communication skills.
- Assisted with the onboarding, training, and recruitment of sale representatives.
- Exceeded monthly sales goals and averaged $50,000 generated revenue during summers.-Contracted to sell both Terminix and Insight pest control services
May 2018 - Jul 2020
Team & coworkers
Colleagues at BPM LLP
Other employees you can reach at bpmcpa.com. View company contacts for 1213 employees →
NA
Nick Altobelli
Colleague at Bpm Llp
Grand Rapids, Minnesota, United States, United States
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SK
Scott Kawamura
Colleague at Bpm Llp
Sacramento, California, United States, United States
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OS
Oliver Shock
Colleague at Bpm Llp
San Jose, California, United States, United States
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DM
Dylan Mead
Colleague at Bpm Llp
Eugene, Oregon, United States, United States
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MQ
Michelle Qin
Colleague at Bpm Llp
Irvine, California, United States, United States
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LC
Leslie Carlson
Colleague at Bpm Llp
Santa Rosa, California, United States, United States
View →
CD
Chiara Delforno
Colleague at Bpm Llp
Piacenza, Emilia-Romagna, Italy, Italy
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MS
Mark Schlicting Cissp, Ccsp, Cisa
Colleague at Bpm Llp
Honolulu, Hawaii, United States, United States
View →
RL
Ryan Lo
Colleague at Bpm Llp
San Francisco, California, United States, United States
View →
PC
Pat Collins
Colleague at Bpm Llp
Greater Seattle Area, United States
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Nick Altobelli
Colleague at Bpm Llp
Grand Rapids, Minnesota, United States, United States
View →
SK
Scott Kawamura
Colleague at Bpm Llp
Sacramento, California, United States, United States
View →
OS
Oliver Shock
Colleague at Bpm Llp
San Jose, California, United States, United States
View →
DM
Dylan Mead
Colleague at Bpm Llp
Eugene, Oregon, United States, United States
View →
MQ
Michelle Qin
Colleague at Bpm Llp
Irvine, California, United States, United States
View →
LC
Leslie Carlson
Colleague at Bpm Llp
Santa Rosa, California, United States, United States
View →
CD
Chiara Delforno
Colleague at Bpm Llp
Piacenza, Emilia-Romagna, Italy, Italy
View →
MS
Mark Schlicting Cissp, Ccsp, Cisa
Colleague at Bpm Llp
Honolulu, Hawaii, United States, United States
View →
RL
Ryan Lo
Colleague at Bpm Llp
San Francisco, California, United States, United States
View →
PC
Pat Collins
Colleague at Bpm Llp
Greater Seattle Area, United States
View →
2 education records
Daniel Maxwell education
Bachelor Of Business Administration - Bba, Marketing/Marketing Management, General
Bachelor Of Business Administration - Bba, Accounting
FAQ
Frequently asked questions about Daniel Maxwell
Quick answers generated from the profile data available on this page.
What company does Daniel Maxwell work for?
Daniel Maxwell works for BPM LLP.
What is Daniel Maxwell's role at BPM LLP?
Daniel Maxwell is listed as Assurance Associate at BPM at BPM LLP.
Where is Daniel Maxwell based?
Daniel Maxwell is based in San Francisco Bay Area, United States, United States while working with BPM LLP.
What companies has Daniel Maxwell worked for?
Daniel Maxwell has worked for Bpm Llp, Wholesail, Gong, and Vantage Marketing.
Who are Daniel Maxwell's colleagues at BPM LLP?
Daniel Maxwell's colleagues at BPM LLP include Nick Altobelli, Scott Kawamura, Oliver Shock, Dylan Mead, and Michelle Qin.
How can I contact Daniel Maxwell?
You can use AeroLeads to view verified contact signals for Daniel Maxwell at BPM LLP, including work email, phone, and LinkedIn data when available.
What schools did Daniel Maxwell attend?
Daniel Maxwell holds Bachelor Of Business Administration - Bba, Marketing/Marketing Management, General from California State University, Chico.
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