Daniel Morr Email & Phone Number

Denver, Colorado, United States

Review and delegate tasks to traders, internal operations team, and outside vendorsDevelop and execute training strategies for incoming account operations team memberAssist compliance and M&A teams, ensuring integrations are seamless for new mergersFacilitate strong relationships with business partners as point of contact for day-today operationsReceive and execute monetary requests, including deposits and transfer for recurring transactionsCollaborating with the Compliance Department to implement and execute companywide compliance standardsSupport client services by researching and advising on IRS regulations, custodian requirements, and company investment policy guidelines

Centennial, Colorado, United States

Oversee community outreach through charitable eventsAssist in developing future strategies for company expansionDeveloped new marketing strategies to drive revenue growthImplement new hiring procedures and develop an effective training program

Castle Rock

Reviewed and managed monthly labor costsOversaw new hire interviews, orientation, and trainingEnsured exceptional member/guest dining and golf experienceCollaborated with the Executive team to plan and execute large scale eventsManaged food quality and service levels of all Club food and beverage outletsAssisted the Food & Beverage Director in accomplishing quarterly budget goalsCommunicated with COO to establish monthly departmental goals and expectationsWorked with Executive team to create new marketing strategies to drive member participation

Cherry Hills Village

Managed daily lunch and dinner service Ordered and processed weekly food requisitionsAssisted in managing budget for all hospitality outletsOversaw the preparation and execution of all club events Supported the Executive Chef during banquet preparation Directed food preparation for daily lunch and dinner service Collaborated with the executive team to organize and execute multiple PGA events

Bachelor’S Degree, Communication, General, Junior

High School