Daniel Olvera Email & Phone Number
@culvers.com
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Who is Daniel Olvera? Overview
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Daniel Olvera is listed as Senior Resolution Manager at Merrill Edge, a with 2267 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at culvers.com and a matched LinkedIn profile for Daniel Olvera.
Daniel Olvera previously worked as Investment Specialist at Merrill Edge and Life Services Specialist at Merrill Edge. Daniel Olvera holds Consumer Banking And Financial Services Trainee from Year Up.
Email format at Merrill Edge
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AeroLeads found 1 current-domain work email signal for Daniel Olvera. Compare company email patterns before reaching out.
About Daniel Olvera
I’ve always had a burning passion for personal finance. As a kid, I would save change from shopping trips to save for myself or my family. As I got older, I became more devoted to earning, saving, and investing. At the age of 16, I began working in customer service-oriented jobs, and since then, took control of my financial future. My fiery passion for personal finance comes from my challenging upbringing and my family's difficult financial hardships. Yet, I never allowed these obstacles to block me from growth. I find powerful satisfaction in helping others, especially when helping others with earning, saving, and investing. I aspire to one day work as a Certified Financial Planner assisting first-generation financially secured individuals in furthering their financial future.People know me for:Ability to lead othersBeing a people-personBringing positive energy into the workplaceStrong organizational & time management skillsExceptional work ethicHelpfulness
Listed skills include Communication, Team Management, Time Management, Customer Service, and 2 others.
Daniel Olvera's current company
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Daniel Olvera work experience
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Investment Specialist
Life Services Specialist
• Coordinated the deceased wealth transition of high net-worth households involving document processing while adhering to federal & local regulations. • Chosen to participate in a highly specialized team tasked with conducting proactive outreach to ensure seamless wealth transition• Selected for Spring 2023 Emerging Talent Program (ETP) where we identified and developed a strategy to increase utilization for client experience driven digitial platform.
Financial Services Representative
• Provide world-class customer experience to 20+ customer service requests per day, giving detailed, personalized, polite service to ensure customer satisfaction.• Consistency exceeded referral metrics through deepening month over month with an average of 130% over goal.• Contributed to 15+ new accounts openings and assisted in the consolidation of outside assets totaling a million dollars during internship
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Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
Michael Gaddis
Colleague at Merrill EdgePhoenix, Arizona, United States
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JB
Juan Bustos, Crpc®
Colleague at Merrill EdgeSt Augustine, Florida, United States
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JN
Jonathan Nolan
Colleague at Merrill EdgeBaltimore, Maryland, United States
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AT
Amanda Thornton
Colleague at Merrill EdgePawtucket, Rhode Island, United States
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Frederic Blythe
Colleague at Merrill EdgeRehoboth, Massachusetts, United States
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ID
Ian Dubee
Colleague at Merrill EdgeRaleigh, North Carolina, United States
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David L.
Colleague at Merrill EdgeChandler, Arizona, United States
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Noelle Greene-Hunt, Cltc
Colleague at Merrill EdgeBridgewater, New Jersey, United States
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George Vidas
Colleague at Merrill EdgeGreater Chicago Area, United States
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LM
Lowry Moore
Colleague at Merrill EdgeMetro Jacksonville, United States
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Daniel Olvera education
Consumer Banking And Financial Services Trainee
Associate Of Arts - Aa, Business, A 3.6 Gpa On A 4.0 Gpa Scale
Frequently asked questions about Daniel Olvera
Quick answers generated from the profile data available on this page.
What company does Daniel Olvera work for?
Daniel Olvera works for Merrill Edge.
What is Daniel Olvera's role at Merrill Edge?
Daniel Olvera is listed as Senior Resolution Manager at Merrill Edge.
What is Daniel Olvera's email address?
AeroLeads has found 1 work email signal at @culvers.com for Daniel Olvera at Merrill Edge.
Where is Daniel Olvera based?
Daniel Olvera is based in Greater Chicago Area, United States while working with Merrill Edge.
What companies has Daniel Olvera worked for?
Daniel Olvera has worked for Merrill Edge and Culver'S Restaurants.
Who are Daniel Olvera's colleagues at Merrill Edge?
Daniel Olvera's colleagues at Merrill Edge include Michael Gaddis, Juan Bustos, Crpc®, Jonathan Nolan, Amanda Thornton, and Frederic Blythe.
How can I contact Daniel Olvera?
You can use AeroLeads to view verified contact signals for Daniel Olvera at Merrill Edge, including work email, phone, and LinkedIn data when available.
What schools did Daniel Olvera attend?
Daniel Olvera holds Consumer Banking And Financial Services Trainee from Year Up.
What skills is Daniel Olvera known for?
Daniel Olvera is listed with skills including Communication, Team Management, Time Management, Customer Service, Great Personality, and Food Service Operations.
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