Daniel R. Email & Phone Number

Jacksonville, Florida, United States

I composed retirement profiles, distribution tax strategies, and financial plans for clients accounts from Roth IRAs to HSA’s, brokerage accounts, and 529 plans. I also worked on clients insurance needs from auto insurance to life, health, and homeowners insurance.

Jacksonville, Florida, United States

● Composed retirement profiles, distribution tax stategies, and financial plans for 120+ clients with assets over $100,000.● Consulted with active and inactive clientele advising on investment strategies resulting in corporate earnings over $10M annually. ● Increased client satisfaction from 78% to 99% by building effective relationships, providing financial education, and implementing personalized financial plans.

Jacksonville, Florida, United States

● Implemented complex trading techniques to generate an average monthly profit of $6000 on a base investment of $25,000.● Predicted market trends through fundamental and technical analysis with a 65% accuracy.● Created a trading bot utilizing API keys across platforms to optimize pricing information for trade efficiency and execution.

Baltimore, Maryland, United States

Executed the settlement of Fixed Income and Equity Securities in North American and Canadian markets.● Processed over 100 weekly bank transfer through international markets valued over $100M.● Analyzed high value clients financial profiles minimizing regulatory risk and fraud by 10%.