Daniel Baka Email & Phone Number

Denver, Colorado, United States

Coordinated with the processing and reconciliation of complex transactions relative to third party payments, income and expenses and other payment related items. Performed various tasks surrounding payment processing and prepared non-routine written correspondence to communicate research and resolution of problems. Researched, analyzed and processed assigned tasks in accordance with departmental policies and procedures. Resolved issues by coordinating with internal Client Service Managers or external clients/payroll providers.

Denver, Colorado, United States

Efficiently performed analysis and entry of retirement plan enrollment, payroll and participant level transactions representing benefit and loan processing. Coordinated with the processing and reconciliation of complex transactions relative to third party payments, income and expenses and other payment related items. Prioritized and completed assigned tasks in accordance with departmental, IRS, Department of Labor, FINRA and SEC regulations and requirements.

Rochester, New Hampshire

Analyzed qualitative consumer data to determine the effectiveness of existing marketing strategies and consumer outreach efforts. Provided Sales Associates with comprehensive data reports to better understand their existing customer base and identify opportunities for further growth and expansion across New England.

Brecksville Ohio

Served as a digital marketing and sales associate responsible for direct mail marketing campaigns and developing marketing outreach strategies through various social media platforms. Aided in the development of enhanced advertising initiatives

Master'S Degree, Banking, Corporate, Finance, And Securities Law

Bachelor Of Arts - Ba, Political Science And General Business

Activities and Societies: President/ Head Coach - Miami Wrestling Club Treasurer - Miami Rugby Team Four year Member of Phi Gamma Delta.