Daniel Dedecker Jr Email & Phone Number

Milwaukee, WI, US

Mequon, WI

Provide analysis and consultative advice to Retirement Plan Sponsors regarding plan design, investment selection, and fee benchmarking/monitoring. Design and present retirement plan education meetings that drive plan participation and promote investment diversification.

Milwaukee

• My mission at Alpha was to help retirement plan sponsors with assets of >$10M. Alpha is an Independent organization that has been helping clients for nearly 30 years, advising on $3B in assets.Alpha provides guidance.
• Fiduciary Responsibilities
• Investment Policy Statement construction
• Plan Structure
• Investment Manager Selection/Performance Monitoring
• Record Keeper Selection

Milwaukee, WI

• Graduated the Business Banking Development Program, a curriculum designed to cultivate future leaders of the organization, including training in credit analysis, risk management, and sales/prospecting
• First member of my class of 12 to be promoted to Relationship Manager (surpassing prior year graduates)
• Created a tailored presentation focusing on cash flow maximization, margin sensitivity analysis, and business valuation to become integral to senior bankers bringing in several new relationships
• Led and participated in multiple prospect identification and acquisition efforts, doubling the monthly call volume among participants as well as producing a higher conversion rate than past methods
• Added value to clients in a commoditized industry by providing industry reports, introductions to financing partners, customized loan structuring, and facilitating connections between synergistic businesses

Brookfield, WI

-Ensure client investment portfolios are in compliance with state and local legal requirements and with the client's investment policy-Develop and prepare cash flow models and communicate results to the President in order to design and implement investment portfolios-Perform analysis on client portfolios to help determine the most advantageous collection.

Milwaukee

• Analyze the P&L and implement strategies to increase margins
• Analyze schedules to determine maximum efficient use of employees based on a collection of metrics
• Identify sales trends and engage in ways to reinforce positive trends and avoid negative trends
• Develop engaged employees who enjoy their work while performing at an exceptional level
• Utilize leadership abilities to lift department up to the top rank in the nation
• Consistently performed in the top quartile in the company’s sales initiatives, while leading the district

Waukesha, WI

-Produced reports designed to help the financial advisors stay organized and efficient, improving KYC compliance from 75% compliant to nearly 90% compliant, among the highest in the firm-Analyzed various securities and created reports with investment recommendations-Learned the wealth management process and the products and services that a boutique firm.

Menomonee Falls

• Trained employees on food safety and preparation
• Utilized problem solving skills to maintain exceptionally high customer satisfaction