Daniel Bitner Email & Phone Number

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 maintaining accounts, facilitating money movements (wires, transfers, recurring distributions, and Qualified Charitable Distributions), and coordinating the rollover or transfer of employer-sponsored retirement plans.Additionally, I play a key role in preparing appointment documents, utilizing financial planning software to ensure accurate and efficient analysis and reporting. My focus is on providing seamless support to clients and advisors ensuring an excellent client experience.

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 and offering appropriate servicesUpdating prospective client and client data recordsPreparing the Advisor for client meetingsResponding to client inquiriesProviding market information and quotesManaging all phone calls and walk-in clientsProcessing deposits, withdrawals, rollovers, transfers, contributions, and distribution of fundsOrganizing and implementing the Financial advisor's schedule

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 education on strategies and products.Provide direct, real-time trader support to our retail active trader client segmentMaster and teach the firm’s most complex trading platforms (including, but not limited to: thinkorswim, and Mobile Trader) to help clients harness and maximize TDA technologyAnalyze and interpret client positions and market conditions to proactively present advantages and disadvantages of various strategies to find the best solutions for our clientsUtilize trading experience to coach clients on best market practices including, but not limited to efficient order executionMentor clients and convey margin rules and calculations on derivative (options) positions and risk managementLeverage industry knowledge and platform expertise to deliver well-positioned leads to branches and other business partnersUnderstanding of stocks and a strong interest in the securities industry and capital marketsSense of urgency and strong judgment and prioritization skillsExcellent oral and written communication skillsAbility to present complex information in a simplified manner to clients and associates

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 of product.Maintain accurate signage and pricing.Receive, unload, and put away product delivery.Follow department procedures for preparing, storing, rotating, and stocking of product.Follow and comply with established procedures, including Weights and Measures, health and sanitation, and safe work practices.Inventory Sales

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 Trading Day with direct communication to other Brokers, Traders, Back Office, Risk and Margin Departments. Monitor all Brokerage paid to my employer to ensure correct rates are paid out.Process Payroll.

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 customers. Processing Order Flow to Trading Pits for Open Outcry execution. Statement Reviews with customers to fix any issues that may occur. End of day check out of all trades.

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.