Daniel Snow Email & Phone Number

Charlotte, North Carolina, United States

As Business Manager, my goal is to ensure a positive experience for the families we serve. I manage the day-to-day operations for our team of advisors and am responsible for communicating with our families and keeping them updated on the progress of their Action Plan.

United States

United States

Responsibilities include: Quality communication daily with clients over the phone, via email, and in-person to help with service requests, answering questions, and problem-solving across a wide variety of financial account typesPreparing and following-up on client paperwork, financial applications, and transactionsWorking directly with investment companies to help service client accounts, identify and resolve any potential issues, and obtain investment product informationAssisting in compiling portfolio reviews for clientsCollaborating with advisors, as well as gathering client data and investment information foradvisors

Worcester Ma

Developing and deepening relationships using products and services to meet individual consumer and small business needs Ensuring all clients’ needs are met while staying inside operational guidelinesIdentifying and uncovering leads to improve financial lives of customersCollaborating with financial center staff, financial advisors, and lending officers to maintain both customer and operational success

Marlborough, Massachusetts

Assisting with sales and customer service Managing inventory Placing and fulfilling orders Performing local sales calls and deliveries with a company vehicle

Framingham Ma

Managing the sales growth and customer development for 750 Staples.com accountsCollaborating with internal resources to overcome obstaclesDeveloping and maintaining relationships with customers to build growthActively listening to customers to determine needs and suggest appropriate solutionsDocumenting pertinent information obtained during sales calls

Worcester Ma

Supervised young adults with developmental disabilities to assist with completion of ADLs and develop educational skills.Provided on-site job coaching.Planned and executed daily student schedules and educational plans in collaboration with fellow employees.Adhered to goals and objectives on Individualized Education Plans.Promoted independence of daily living skills.Transported and supervised students during community involvement

Auburn Ma

Store Manager October 2012 – Dec 2013 Manager Trainee July 2011 – October 2012 Assistant Manager July 2010 – July 2011Developed weekly staff schedules and managed schedule changes to maximize sales and minimize shrink.Interviewed potential employees.Hired and trained new, quality employees. Consistently aided customers and upholding customer satisfaction as a top priority.Performed monthly loss prevention audits and staff scouting reports. Received weekly shipment.Reconciled cash drawers, assemble nightly bank deposits. Set up and opened new stores.