Daniel Barnard, Aams Email & Phone Number

Scottsdale, Az, Us

Business consulting services, marketing,sales, podcast show and a platform bringing great minds together through a curated referral network, connecting professionals and projects, elevating innovative health and wellness technologies, artificial intelligence applications, and unique sustainable international and domestic real estate projects

Business consulting, life insurance and estate planning solutions for high net worth business owners, advisory and fractional C-Suite advisor, scaling your company, growth capital solutions

Identify clients in need of tax mitigation services. Guide clients through our tax mitigation process. Organize business development events on Linkedin, Zoom and live in-person events. Help identify profitable investors, entrepreneurs, dentists, who have had a recent liquidity and share the firm's highly sought after tax mitigation strategies. I also identify/refer clients to the firm's wealth management team. Recently opened a Scottsdale office for the firm (based in Pasadena, CA). Securities offered by Cabin Securities, Member SIPC/FINRA, Cabin Advisors

Cedar Rapids, Iowa, Us

A top ranked, family and advisor/owner boutique financial services firm located in Iowa that supports a diverse array of investment specialties and products to meet the investment and retirement planning needs of consumers. Managed financial assets for 195 families and a branch office, responsible for 1,925 accounts and $52M in assets and assets held away. Firm was made up of four advisors, one full-time staff and registered assistant and one part-time staff. Clients were located in 27 states and the team advised in areas of managed money solutions using the Yale Endowment Model, alternative investments, private placements, individual stocks, insurance and annuity solutions, mutual funds, tactical money managers, DST 1031 exchanges, tax strategies, estate planning and settlement, separately managed accounts and consolidated reporting. Earned the firm’s coveted President's Club award for ten straight years, a recognition earned by the top 10% of the firm's advisors. Sold the practice and retired from retail financial services.

One of the first holistic financial planning broker-dealers and insurance advisory firms in the country.Built-up a client base by referral over ten years, opened a branch office, and serviced over 100 families in the areas of financial planning, insurance planning, education funding solutions, brokerage account management. Recipient of the firm’s Eagle Award awarded to the top 10% of the firm's advisors

Newark, New Jersey, Us

A Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services throughout the United States and in more than 40 different countries.Helped clients with insurance products, financial planning, and college savings plans.

Frisco, Tx, Us

A real estate investment company.Assistant Manager in San Francisco, San Jose, and Phoenix. Managed commercial office buildings and involved in all aspects of property management. Graduated from a management trainee program and moved into an assistant manager position.Core Competencies: Credit Card Fees | Transparency | Turnkey Solution | Seamless Compliance | Merchant Service Providers | Surcharge | Credit Card Processing Fees | Protect Revenue | Cloud | FinTech | Data | Media | E-commerce | Cash Discounts | Convenience Fees | Credit Card Fees | Transactions Fees | Profit Recovery | SaaS

Bachelors Of Business Science, Engineering, Finance, Economics, General Business

Successful Completion Of Annual Continuating Education Of Over 40 Hours A Year, Insurance, Financial Planning, Securities, Ethics, Annual Changes In The Tax And Legal Code

Accredited Asset Mangement Specialist, Investments And Securities

Successful Completion Of A 2-Year Mgmt Trainee Course For Commercial Real Estate, Commecial Real Estate Management