Daniel Barajas Email and Phone Number

As the District Manager of the Austin, TX office of Waddell & Reed, I work closely with the Managing Principal to develop a team of financial advisors. As a delegate of the Managing Principal, some of my day-to-day activities include:•Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.•Coaching financial advisors as they seek to build efficient, unique and growing practices.•Removing roadblocks that impede financial advisor success.•Executing frontline supervision, identifying and addressing supervisory issues as needed.•Guiding financial advisors in developing succession strategies as they plan for their own retirement.•Encouraging financial advisors to maintain a balanced approach to business and personal goals.

* Manage an Advisory Consultant Team responsible for investment sales to Registered Represetatives of Independent Broker-Dealers and Registered Investment Advisors across four product lines: Bonds, Structured Products, Unit Investment Trusts and Separately Managed Accounts* Design and implement an institutional sales strategy to meet team and company sales targets* Develop, maintain and strengthen relationships with both client and partner/vendor firms* Present at National Conferences, regional events and for Advisors Asset Management University

* Directed the growth of investment sales for multiple branches throughout Southwest Texas Market * Coached, trained and mentored Relationship Bankers on the sales process and how to identify and cross-sell bank and investment products and services

* Provided comprehensive financial solutions for both consumer and business clients* Developed a customer base using referral-lead prospecting techniques* "Fast Start" Award (2nd Advisor in 7 years to receive achievement)

* Consulted on International Business Planning, Market Strategies, Feasibility Analysis, Trade Opportunities, Logistics and Trade Financing* Supervised and coordinated the efforts of 5 International Research Specialists* Assisted in the development and presentation of International Business Seminars for partner organizations within 79 county area

* Researched and analyzed the training needs of International Fortune 500 corporations* Designed, planned and instructed cross-cultural communications and business courses* Managed efforts of consulting team (Included: sales, language, business instruction and testing)