Daniel Morris Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Executed routine and on-demand reporting initiatives with an exceptional commitment to surpassing established Service Level Agreements (SLAs) while meticulously adhering to intricate business and compliance policies.
• Spearheaded the oversight of comprehensive reporting for a portfolio encompassing 50 Pension clients, collectively managing assets exceeding $15,000,000.
• Actively collaborated with cross-functional departments, fostering operational efficiency and playing a pivotal role in determining future reporting prerequisites.
• Demonstrated a keen eye for detail by identifying and rectifying inaccuracies through an in-depth root cause analysis and a meticulous review of performance reports.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Negotiated settlements and agreements between parties by providing mutual support and driving resolutions.Mentored and trained two interns onboard for the period of three monthsManaged 300 estate accounts with over $1,000,000 in assetsFacilitated key business transactions dailyKey AchievementsIncreased retention by 30%Exceeded Quarterly and yearly revenue.

Toronto, Ontario, Canada

Supervised & managed 500+ client accounts; building rapport and relationships through consistent quality interactionsConsistently contributed 60% to a $1 million monthly sales production teamServed as liaison between the provincial government and the organization to implement new improvement plans and changes.Completed various reports and analyzed each.

Education record

Data Modeling/Warehousing And Database Administration

Experienced in Web Visualization, Python Data Analytics, Data bases and Machine learning.