Daniel Purcell Email & Phone Number

Westlake, Texas, US

Serve as a trusted advisor to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) investors, providing the exceptional customer service needed to generate high levels of account retention. Manage a book of business of over $1B, continually growing Assets Under Management (AUM) and conducting extensive research/analysis to help clients make strategic.

Omaha, NE, US

Independently managed, advised, and grew a book of 600 high net worth clients totaling $650M in assets. Assessed clients’ financial circumstances and investment objectives and advised clients on advantages and disadvantages of various investment products. Adhered to all compliance/risk procedures, followed corporate and industry protocols, and protected.

Omaha, NE, US

Managed a high net worth client base of nearly 11,000 clients with $80M in cumulative assets, providing each client with personalized portfolio analysis and management, education regarding all available financial products, dedicated strategy sessions, and evolving discussions of present and future needs and goals. Strengthened client relationships through.

Omaha, NE, US

Developed and maintained strong relationships with clients, prospects, and business partners through frequent phone calls and in-person meetings. Assessed, assisted, and advised existing and prospective clients in the selection of products and services best suited to meet their financial goals in order to generate new sales opportunities, consistently.

Omaha, NE, US

Oversaw and analyzed brokerage operations, sales, and performance and managed processes for contract negotiation. Consistently increased branch revenue and net profits through expert management of both new and existing clients, exceeding targets by significant amounts over a four quarter period. Developed comprehensive data and analytical reports that.

Managed client and vendor relationships while assisting the CEO with day-to-day operations including budgeting, cash flow, client portfolio, and data analysis; vendor and client relationship management; and meeting planning. Assisted sales executives in developing marketing strategies, offering insight and influence at monthly seminars, and improving the.

Zurich, CH

Conducted daily inventory of corporate clients’ investment and liquidity needs and developed strategies and solutions to meet them. Developed cash forecasting models, contribute to driving liquidity solutions which provided scalable funding mechanisms. Assisted with bank and finance department relationship management, providing financial and analytical.

New York, NY, US

Cultivated a high net worth client base and established a strong professional network through regular lead generation and follow-through. Used insight and experience to make solid recommendations on the acceptance and rejection of financial strategies, ultimately assisting individual investors with creating personalized investment strategies based on their.

Bachelor Of Arts (B.A.)

Education record