Daniel Budreika Email & Phone Number
@planningforprosperity.com.au
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Who is Daniel Budreika? Overview
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Daniel Budreika is listed as Account Executive at HubSpot | Helping businesses grow better with the right marketing, sales and service tech at HubSpot, a company with 4759 employees, based in Adelaide, South Australia, Australia. AeroLeads shows a work email signal at planningforprosperity.com.au and a matched LinkedIn profile for Daniel Budreika.
Daniel Budreika previously worked as Growth Specialist - Small Business at Hubspot and Associate Inbound Growth Specialist at Hubspot. Daniel Budreika holds Bachelor'S Degree, Applied Finance, 5.78 from University Of South Australia.
Email format at HubSpot
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About Daniel Budreika
After running a business and co-founding a fintech, I developed a keen interest in solving problems at scale. My passion and curiosity naturally led me to a successful transition into B2B tech sales.As an Account Executive at HubSpot my aim is to help orgs in Australia and NZ who suffer from clunky CRM and tech stacks across marketing, sales and service that...➤ Are complex to use --> Low user adoption➤ Poorly integrated --> Lack of automation➤ Have siloed data --> Limited reporting and decision making➤ Expensive to use --> Poor ROI
Listed skills include Wealth Management, Retirement Planning, Financial Advisory, Superannuation, and 23 others.
Daniel Budreika's current company
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Daniel Budreika work experience
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Associate Inbound Growth Specialist
- Business Development Representative supporting 3-8 Account Executives. Booking meetings with high-fit prospects through targeted outbound via phone, email and LinkedIn.
- Top BDR in JAPAC for Q1 2024
Principal Business Development Representative
Business Development Representative
Senior Consultant
Helped to co-found Boomer Home Loans, a specialist fintech lender for people over 55, after recognising the glaring need to incorporate the family home in whole-of-wealth retirement planning.Through my networks I contributed to raising necessary capital through Seed, Series A and B rounds ahead of Boomer's launch in the Australian market. Roles have been.
Co-Founder, Director & Board Member
Transition Consultant
Successfully negotiated the sale of Planning for Prosperity before working with the team at FMD Financial Adelaide to carefully transfer each client across to their new home.Achieved personal consent from each client before attending a warm hand-over meeting with their new adviser.
Financial Adviser
Responsible for generating new business and building relationships with 100 private clients, whilst leading a brilliant team of four support staff.In 2021, successfully negotiated the sale of Planning for Prosperity to FMD Financial (Adelaide), ensuring each client and existing strategy was warmly handed over to their new adviser. I am most proud that all.
Co-Owner & Managing Director
- Financial management
- Detailed cashflow budgets and expected pipleline
- Setting and monitoring new business targets
- Overseeing accounting and payroll functionsHuman resources
- Providing leadership
- Driving culture
Paraplanner
Information Officer
Colleagues at HubSpot
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Abby Uy
Colleague at HubspotNew York, New York, United States, United States
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DQ
Derek Quinlan
Colleague at HubspotIreland, Ireland
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DK
Daniel Krinke
Colleague at HubspotWashington DC-Baltimore Area, United States
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MW
Marc W.
Colleague at HubspotGreater Phoenix Area, United States, United States
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PS
Pulin Soni
Colleague at HubspotGreater Boston, United States, United States
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ML
Meghan Levi
Colleague at HubspotAtlanta, Georgia, United States, United States
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GP
Giovanni Perrotta
Colleague at HubspotIreland, Ireland
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SS
Shaan Sheth
Colleague at HubspotUnited States, United States
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KK
Kara Kendi
Colleague at HubspotDublin, County Dublin, Ireland, Ireland
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KL
Keith Lally
Colleague at HubspotIreland, Ireland
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Daniel Budreika education
Bachelor'S Degree, Applied Finance, 5.78
Professional Certificate, Self Managed Superannuation Funds
Dipoma Of Financial Services (Financial Planning), Financial Planning And Services
Certificate Iii In Tourism (International Retail Travel Sales)
Education record
Frequently asked questions about Daniel Budreika
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What company does Daniel Budreika work for?
Daniel Budreika works for HubSpot.
What is Daniel Budreika's role at HubSpot?
Daniel Budreika is listed as Account Executive at HubSpot | Helping businesses grow better with the right marketing, sales and service tech at HubSpot.
What is Daniel Budreika's email address?
AeroLeads has found 1 work email signal at @planningforprosperity.com.au for Daniel Budreika at HubSpot.
Where is Daniel Budreika based?
Daniel Budreika is based in Adelaide, South Australia, Australia while working with HubSpot.
What companies has Daniel Budreika worked for?
Daniel Budreika has worked for Hubspot, Boomer Home Loans, Fmd Financial - Expert Financial Advisers, Planning For Prosperity, and Barker Wealth Management Group.
Who are Daniel Budreika's colleagues at HubSpot?
Daniel Budreika's colleagues at HubSpot include Abby Uy, Derek Quinlan, Daniel Krinke, Marc W., and Pulin Soni.
How can I contact Daniel Budreika?
You can use AeroLeads to view verified contact signals for Daniel Budreika at HubSpot, including work email, phone, and LinkedIn data when available.
What schools did Daniel Budreika attend?
Daniel Budreika holds Bachelor'S Degree, Applied Finance, 5.78 from University Of South Australia.
What skills is Daniel Budreika known for?
Daniel Budreika is listed with skills including Wealth Management, Retirement Planning, Financial Advisory, Superannuation, Investment Strategies, Strategic Financial Planning, Portfolio Management, and Income Protection.
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