Daniel Pawlishyn Email & Phone Number

Valley Forge, Pa, Us

I answer inbound phone calls from clients looking to learn about and place trades for fixed income products. Our offerings include US Treasuries, Brokered CDs, Agency, Corporate, and Municipal bonds. I speak with 20-30 clients a day. The trades I place could range from $1,000 to $5,000,000.One of my main priorities is executing trades upon a clients request. I also specialize in educating clients who may be new to the fixed income space. It is rewarding to be able to share my expertise to clients and help them make informed decisions.I am also active in our departments problem solving efforts to improve both the client and crew experience. We are working on optimizing our trade path in order to reduce inbound call volumes.

Valley Forge, Pa, Us

I work directly with high net worth clients in an inbound phone call center. I specialize in account maintenance, placing Vanguard Mutual Fund trades, and connecting clients with financial advisors. I speak with anywhere from 15-30 clients a day and our conservations could range from a few minutes to upwards of an hour.The role involves uncovering clients needs and positioning an appropriate solution like our self guided tools, personal advisor services and digital advisor services. The clients I speak with have anywhere from $50,000 - $5,000,000. It is very rewarding to help clients achieve their financial goals and share the value of Vanguard's low cost investing structure.

Doylestown, Pa, Us

As a floor manager, I manage a team of 5 salespeople. My duties range from helping close deals to overseeing the internet lead responses. As an experienced salesperson, I meet with my team to overcome challenges they are having as well as motivate them to be the best salespeople they can be. We work as a team to set daily, weekly, and monthly goals. It is my responsibility to keep the team on track and assist in any way possible. We meet one on one and also in a team setting to collaborate. Our dealership sells 100+ cars a month and my team consistently sells 50-60 cars each month.

Doylestown, Pa, Us

As a sales and leasing consultant at the Subaru store, I specialize in handling roughly 80 internet leads per month, answering inbound sales calls, and helping walk ins. I am required to make 25 outbound calls, send 25 emails, and set 2 appointments on a daily basis. It is my job to show customers the perfect vehicle for their needs and wants. I educate customers about the brand, take them for test drives, and then fit the vehicle into their budget. In 2017, I was the Salesperson of the Year at Fred Beans Subaru. I sold the most units and demonstrated a tireless work ethic. In 2018, I was awarded Salesperson of the Year at Fred beans Subaru for the second year in a row.

Santa Monica, California, Us

Inspire Energy offered a renewable energy option through PECO and other energy distributors. My job was to convert customers from their current "dirty" energy supply to renewable energy.I worked at various community events in the Philadelphia region to promote the Inspire Energy brand. These events ranged from sporting events to trade shows, with crowds ranging from a few hundred to several thousand. I would educate and show customers how clean energy doesn't have to be cumbersome or difficult to be apart of. I would assist customers with the enrollment process in a matter of a few minutes

San Diego, Ca, Us

I promoted the UBER brand at community events such as sporting events, concerts, and trade shows. It was my job to demonstrate the UBER app and show the value in a ride sharing service, which was new to the Philadelphia area.I worked in small teams and sometimes individually to sign up as many new users as possible.