Daniel Sok currently serves as CEO & President for Merchants of America. With almost 2 decades of experience across a full spectrum of stages from startup to full operation and serving in various leadership roles. Having an impressive track record of cultivating sales professionals and increasing operational efficiency in a highly competitive industry. Daniel will continue to build and grow the organization and bringing the companies products and services to more competitive markets. An industry innovator and strong servant leader. Daniel is known for disrupting the comforts of commonality by helping create companies with new distribution models delivered through a mix of financial service technology and strategical methods. Daniel's areas of expertise includes driving organizational and strategic direction, embedded finance, merchant banking, talent development, profit & loss management, balance sheet growth, organizational behavior, collaborative leadership, partner relations, business development, business coaching & training, change management, operational procedures, executive decision making, client management, servant leadership, employee organizational engagement, and effective communication, and software development.

Build, Lead, Develop, Train and oversee Company's daily operations and activities. Meet with major clients in key executive roles, draws up company's sales reports, construct and design new and more effective sales strategies, and works to market and promote company's products and services.Meet with new and existing clients to discuss new business development opportunities through utilizing company’s products and services.Develop a high professional engagement level to foster lasting relationships with client base.Locates opportunities to expand client base.Networks with prospective clients to persuade them to bring their business to the company.Sets specific Monthly, Quarterly and Annual sales goals.Oversees the activity of the entire Sales and Operations department.Draws up sales and administrative activity reports.Works to ensure sales and productivity goals are met.Presents information regarding clients, consumer base and sales at company meetings.Devises new and innovative ways to market products and services.Attends national sales conferences.Assists in designing marketing and promotional materials both in print and online.Conducts independent research into target consumer base.Leads in-house seminars and workshops to help improve the effectiveness and productivity of the sales and operations team.

- Lead and build and proactively engage with various independent operating Sales Offices (ISO's) and focus on strategic & planning discussions; cultivate and manage a pipeline of workload with merchants, different business partners, and bank partners- Manage consulting initiatives and contributes to closing engagement by identifying potential opportunities for new sales offices for the acquisition of Independent Sales Offices, (ISO's), Independent Sales Agents, Value Added Resellers (VAR's), Independent Software Vendors (ISV's).- Construct and develop frameworks, approaches, solutions and recommendations that effectively and efficiently address the most impactful opportunities and challenges.- Build solutions and actionable insights that will help clients to grow their portfolios and merchant engagement in their core business- Partner with different business channels in other functional areas (example: merchants sales and solutions, marketing, sales, risk, innovation) and across national regional teams to execute projects in ways that leverage the breadth and depth of North American Bancard resources.- Produce insights, analyses and recommendations to improve client performance, boost growth, drive understanding of client issues and provide strategic guidance for client priorities across the verticals and segments- Effectively manage and analyze large data sets to determine meanings insights and recommendations for clients- Build new adoptable and scalable solutions, enhance current resource, enforce best practices and administer leadership consulting approach that can be applied across North American Bancard practice.

Lead and grow an entire Region, with administering, and building relationships with key marketers, media personnels, diversified agencies, different leadership figures, various resources, brands & other prospective organizations Manage and Direct the entire sales cycle from initiating contact through closing and building an ongoing lasting relationship with clients in all various levels Participate in top management decision making across the entire business system and to help create and execute a powerful value proposition Monitor revenue pipelines to ensure Company Growth by various different revenue streams to determine level of risk in order to obtain Company’s desired and needed goals. Trained and coached the entire staff on all Sales and administrative process and making sure all of the guidelines and procedures are met accordingly within company's guidelines. Understand and administer alternatives and options to executive staff to lower risk and accelerate revenue Create and implement marketing initiatives that support the Company’s business plan Build, Foster, and manage prospective Business Partners to help develop creative branding and sponsorship solutions for all engaged and active Partners Recruit and manage a diverse group of sales teams and operations teams by following and growing business objectives Deliver high revenue results to the Board and executive Leadership team Present to investors and board of directors as required Monitor and analyze performance metrics and suggest improvements as needed Prepare and deliver monthly, quarterly and annual sales forecasts Perform research and identify new potential customers and new market opportunities Liaise with Marketing and Product Development departments to ensure brand consistency Staying up-to-date with new product launches and ensure all team members are on board and keeping the Region's engagement at an all time high.

Build, lead, and organized business platform where we administer process for acquiring new clients and maintain long term relationships Administer solutions for clients to have the capability to accept credit cards, debit cards, mobile payment solutions, check guarantee, e-commerce, and gift cards to businesses of all sizes Designed and built innovative production processes from the beginning phase for a cutting-edge credit card processing industry product and service Researched market competitors and industry trends to identify potential new products and services to stay on the innovative solution capacity with a FinTech focus Formulated a comprehensive business plan complete with clear, precise, & attainable sales goals and targets. Established and maintained more than 200% in new business account relationships exceeding Region target on an annual basis with stellar customer service Tracked and evaluated current portfolio account performance and Regional Account Sales Teams, and handled promotions and terminations Determined and reviewed Company’s staffing requirements with full interviewing process, hiring procedures, trained, coached, and facilitated new employees. Built relationships with key industry insiders and incorporated Referral Base program for optimizing solutions for all different and diverse clients Lead and orchestrated with the Leadership Team with identifying and correcting internal and external critical problems, reduced and streamlined entire overhead expenses and strengthened product gross margins to show full profit while minimizing losses

Manage and Market for Wells Fargo Merchant Services where we specialize in providing solutions such as credit card, debit card, check guarantee, e-commerce and gift cards to businesses of all sizes.- Planning and executing market growth sales activities and business development projects that directly support implementation and optimization of efforts to grow sales & revenue in an assigned market. Meeting and Presenting product solutions incorporating value statements and benefits to prospective customers and C Level executives and High Net Worth Business Owners of all different sizes.- Consult with personnel and management teams at various level of different organizations to determine current processes, workflow, systems, etc. and identify non-value added processes or tasks where accepting Credit Card Payments can improve operations. Display high sense of urgency and rapid response to Request for Proposals/Request for Information on functional aspects of assigned Merchant Card Product solutions and services. Execute powerful partnership Activities in working with bank partners such as Personal & Business Bankers, Private Bankers, Branch Managers, District & Area Managers etc & other key players involved in the sales process. Ensure that the sales experience has a customer-centric approach and reinforces the Company's Focus.- Prospecting, developing & building long term relationships with different Client Base of all sizes. Thoroughly researching, identifying & selecting best channels to improve effectiveness & efficiency of coverage in marketplace & meet the unique needs of defined customer/business segments; developing internal and external relationships with bankers, brokers, CPA & Law Offices, business & community leaders; developing sales &/or marketing strategies & campaigns. Establishing & enhancing relationships with various Wells Fargo groups to develop & execute programs to achieve market penetration, service & profitability goals.

Managed and sold an industry-leading suite of payment processing products and services to a diverse group of business owners. Offered the latest mobile payment, wireless technologies, various point of sale systems and solutions to help Small - Mid - Large size Companies expand and grow their business. Built strong external referral sources such as association relationships, centers of influence and vendor relationships, and membership organizations for the purpose of Acquiring New Business. Utilized strong Business Developmental skills to Acquire and help Business Entrepreneurs develop their Business Infrastructure and operation base Develop strategies, processes and plans that enable my Assigned Market Area to help customers meet their business goals while achieving key performance metrics for Merchant services and Business Banking. Leverage product and process knowledge to coach various Bank Officers, Sale representatives, and Bank Managers to ensure best practices are shared across the Market. Accountable for further deepening the client's relationship with Bank of America Merchant Services. Responsible for expanding the business of existing Merchant clients through Daily Portfolio Management Activities by performing follow up calls and offering additional / needed Banking Products and Services by reviewing their deposit/operating accounts, cash management and other Merchant payment solutions, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. Partner with Business Banking Officers and thoroughly analyze business financial data and submit complete credit packages to the Credit Department for underwriting.

Managed an Assigned Market Area where clients were prospected for the objective of converting the client’s current payroll service to our own service. Presented Payroll Service Objectives through market area presentations which would result in over 100% increase in my referral base. Very adept at interacting with customers and relating them to the appropriate business partners: Business Relationship Managers, Merchant Service Reps, Business Acquisition Consultants, Wealth Managers, and Retail bank OfficersConsistently organized and distributed sales reports communicating referral results, cross-sell ratios, and vital success measures. Operated in a Business-to-Business consultative capacity managing and selling a diverse portfolio of products and solutions through Payroll Services.

Managed and Serviced deposit, lending and other small business product solutions in order to serve as an expert in cross-selling business packages and achieving profitability objectives that meet the customer’s needs and financial goals.Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers.Performs effective financial analysis and underwriting in the areas of credit, cash flow and collateralConsistently met and exceeded sales goals in a competitive and fast-paced sales environment. Annual Circle of Stars Recipient – High HonorsDelivered effective educational and sales development counseling for fellow branch team members and different lines of Business Partners

Teleconsulting with unresponsive clients through various lead sources and effectively profiled, communicated, and understood their lending needs. Hunt and prospect to find decision makers within a defined target list.Reviewed lending guidelines and industry standards to appropriately place qualified clients in the best-fit loan products. Develop, direct, and negotiate customer sales agreements. Conduct business meetings with lenders’ leadership to pursue new profitable business opportunities and product developments and to increase market share.Provide training to lenders in regards to LendingTree policy, procedures, products, programs and technology.Consult with lender to improve their success and minimize their margin per closed loan.Responsible for setting up filters and capacity within the Database system to ensure a smooth implementation processRespond to inbound lead requests from lenders.2005 President’s Club Award recipient for ranking in the top 10th percentile of the Lending Tree Home Loan Center for outstanding sales and service.

Managed and Supervised over 60 plus Employees at each different Store Location within a Division Geographic Alignment.Operated and administered Daily Store functions in Full Assembly Work line in compliance with Health and Safety Food City code of conduct.Consistently exceeded Daily, Weekly, & Monthly Sales Targets while maintaining costs and keeping profits high, Optimized profits with Proactive control of Employee workloads, Vendor & Maintenance Costs, and Food Waste Consumption.Oversaw daily distributions of Employees workload and complied with Executive reporting deadline of Profit N Loss Budget guidelines. Supervised and made daily adjustments in co-ordinates within Training and Facilitating Associates and Assistant Managers in meeting their Employee fulfillment Cases, Maintain and enforce policies and procedures with coaching and developing staff and Assistant Managers and Shift Leaders. Ensure recipe adherence with food and beverage items within Company policy & guidelines. Upheld great attention to detail with time sensitive tasks, while continually monitored Store for Service, Food, and Cleanliness issues.