Daniel Pittman Email & Phone Number

Centerville, Ut, Us

Centerville, Ut, Us

United States

Assist the supervisor with daily duties such as handling and resolving escalations, reviewing and approving trading activity, monitoring and coaching associates that service the Active Trader segment.

United States

Salt Lake County, Utah, United States

Reviewing, analyzing and addressing complex, escalated operational and service complaints from multiple sources, including WFA Office of the President, WFA Branches and clients, among others. Creating and maintains regulatory templates and coordinates with Branches and Home Office to develop, negotiate and deliver a resolution to clients.

Greater Salt Lake City Area

Servicing Brokerage, Bank and Retirement investment accounts. Providing clients with up to date market information and real time quotes. Educating and assisting clients with purchasing various securities such as stocks, mutual funds, and option contracts. Working trade Inquiry and dispute cases.

Greater Salt Lake City Area

Event Marketing and promotion for various client accounts including Dell Computers, Kyocera, Microsoft, Walmart, Stella Artois, and Metro PCS. Training and managing a sales and marketing staff, managing and executing product launches, transporting and setting up of promotional material, training sales staff on new products and sales techniques, keeping track of reginal sales stats, and conducting marketing campaigns.

Makes decisions in the application of pending reversals and account restrictions to minimize or prevent loss.Responsible for working chargeback/disputes initiated by card holders and handling the chargeback/dispute within service level agreements as stated by the associations.Resolves issues by performing relevant research using the appropriate tools.

Ogden Utah

Presides over weekly Greek Council meetings, plan fund raisers, mixers, community service activities and other academic and social events, market events on campus, mediate disputes between organizations, and help build a positive image of the Greek system at Weber State University.

Centerville Utah

Welcomes and connects with customers, discover customer needs and suggest products with every customer to enhance service and meet sales goals, making a variety of beverages following Starbucks recipes as well as custom drinks tailored to specific customer needs, Handling cash and other forms of payment, and building relationships with regular clients.

Midvale Utah

Driving Clients to various appointments while providing security and comfort throughout the client's shift. Providing security at functions and parties – making sure my clients are safe throughout the event, and making sure no recording devices are being used.

North Salt Lake, Utah

Making outbound sales calls to prospective and existing customers to present credit repair services that Lexington Law Firm provides, taking inbound calls from existing customers and transferring them to the proper department.

Peoria, Illinois Area

Lead generation for missionary discussions, teaching missionary discussions, teaching workshops, bible studies, working with stop smoking campaigns, street contacting, door to door lead generation, setting up of events, involvement in various not for profit organizations, organizing meetings, recreational activities, and sports events.

Greater Salt Lake City Area

Answering inbound phone calls from customers, changing account information, giving stock market reports, transferring calls to appropriate brokers, general account management, managing IRA rollovers and maintaining good customer relations.

Bountiful, Utah

he sale of used automobiles, meeting and greeting prospects on the lot, generating prospects, following up with previous customers, maintaining customer relations, and obtaining financing for customers.

Ogden, Utah

Contacting Weber State University alumni to update personal information, sell Alumni Association memberships, and solicit donations on behalf of various school organizations.

Bachelor Of Integrated Studies (In Progress), Marketing, Asian Studies, Economics

Activities and Societies: Student Senate, Greek Council, Pi Theta Xi, Archery Club, Fencing Club,

Associate'S Degree, General Studies