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Daniel Bitner is listed as Client Relationship Manager at Foster Financial Services, a company with 6 employees, based in Fort Wayne, Indiana, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Daniel Bitner.
Daniel Bitner previously worked as Branch Office Administrator at Edward Jones and Retail Trading Trainee at TD Ameritrade at Td Ameritrade. Daniel Bitner holds Technical Analysis. Advanced Technical Analysis. Advanced Technical Analysis And Option Strategies. from Chicago Mercantile Exchange.
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I am a Results-driven financial services professional with over 20 years of experience specializing in computer trading systems, trading strategies, and electronic trade execution. Extensive background working in the dynamic Chicago Mercantile Exchange and Chicago Board of Trade environments. Currently preparing for Series 7 exam to complement existing Series 3 and SIE licenses.Successfully built and led high-performance teams at the CME and CBOT, while excelling at project and time management during fast-paced market events.Strong track record delivering exceptional customer service, finding solutions to complex issues, and driving measurable results for trading clients.Passionate about streamlining processes and leveraging technology to enhance trading platforms and execution at two of the world's most prominent futures and options exchanges.Skilled at explaining complex financial concepts and trading strategies in clear, simple terms to traders and clients.Continuously seeks new knowledge and skills to stay ahead of market trends and advance your organization's competitive edge.Known for motivating teams, developing talent, and fostering collaborative work environments.
Listed skills include Technical Analysis, Risk Management, Creative Problem Solving, Options Strategies, and 14 others.
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United States
As a Client Relationship Manager at Foster Financial Services, I collaborate with Financial Advisors to deliver exceptional client service and operational support across a diverse range of financial planning and investment services.In my role, I handle critical administrative and account management tasks, including processing Roth conversions, opening and.
Fort Wayne, Indiana, United States
As a highly motivated and results-driven professional with over 20 years of experience in the financial services industry, I am skilled at assisting financial advisors in managing branch offices that consistently exceed firm, client, and regulatory expectations. My key responsibilities include:Proactively contacting clients to set or confirm appointments.
Chicago, Illinois, United States
Supports TD Ameritrade’s highest revenue generating, most sophisticated retail active trader clients. Handle phone calls (inbound and outbound) and chats in a fast paced, market sensitive environment.Duties include order entry, trading platform tutorials, relationship building and management, risk analysis, and management and mentorship of clients through.
Chicago, Illinois, United States
Provide outstanding customer service; ensure customer needs are met in a timely fashion.Prepare, package, weigh, and price meat products for sale.Prepare specialty merchandise including sausages, ready-to-cook products, and cured meats.Ensure all cases and shelves are clean and well-stocked.Monitor product quality and freshness and ensure proper rotation.
Chicago Board Of Trade
My Role with GVN Options/JCD Trading as a Broker's Assistant was to process order flow between customers and Brokers in the SP 500 Option Pit at the Chicago Board Of Trade. Check and review all trades to ensure they have been executed, processed and allocated to the correct customer accounts. Monitor and correct any Out Trades from the current or previous.
Greater Chicago Area
At Devonshire Partners LLC I electronically executed customers Futures and Option orders while managing the day to day Trading Floor Futures and Options operation at the Chicago Mercantile Exchange which included. Speaking with customers directly about the products they wish to trade.Electronic trade execution of all products across all Exchanges for.
Greater Chicago Area
At Devonshire Partners LLC I processed order flow between customers and Brokers in the SP 500 Pit at the Chicago Mercantile Exchange.
Other employees you can reach at fosterfinancial.net. View company contacts for 6 employees →
Heather Foster
Colleague at Foster Financial Services
Fort Wayne, Indiana, United States, United States
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JR
Jorge Rodriguez Soltero
Colleague at Foster Financial Services
Fort Wayne, Indiana, United States, United States
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CD
Caleb Doane
Colleague at Foster Financial Services
Ann Arbor, Michigan, United States, United States
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SC
Sebastian Carbajal
Colleague at Foster Financial Services
Fort Wayne, Indiana, United States, United States
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ND
Noreen Delima
Colleague at Foster Financial Services
San Jose, California, United States, United States
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KK
Kathryn Kite
Colleague at Foster Financial Services
Fort Wayne, Indiana, United States, United States
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ME
Maddison Edwards
Colleague at Foster Financial Services
Greater Fort Wayne, United States
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Quick answers generated from the profile data available on this page.
Daniel Bitner works for Foster Financial Services.
Daniel Bitner is listed as Client Relationship Manager at Foster Financial Services.
AeroLeads has found 1 work email signal at @edwardjones.com for Daniel Bitner at Foster Financial Services.
Daniel Bitner is based in Fort Wayne, Indiana, United States while working with Foster Financial Services.
Daniel Bitner has worked for Foster Financial Services, Edward Jones, Td Ameritrade, Whole Foods Market, and Gvn Options/Jcd Trading.
Daniel Bitner's colleagues at Foster Financial Services include Heather Foster, Jorge Rodriguez Soltero, Caleb Doane, Sebastian Carbajal, and Noreen Delima.
You can use AeroLeads to view verified contact signals for Daniel Bitner at Foster Financial Services, including work email, phone, and LinkedIn data when available.
Daniel Bitner holds Technical Analysis. Advanced Technical Analysis. Advanced Technical Analysis And Option Strategies. from Chicago Mercantile Exchange.
Daniel Bitner is listed with skills including Technical Analysis, Risk Management, Creative Problem Solving, Options Strategies, Futures, Electronic Trading, Cqg, and Gl Trade.
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