Daniel Dols Email & Phone Number

Sunnyvale, California, United States

Sunnyvale, California, United States

-Implemented Fidelity’s goals based financial planning approach successfully with hundreds of clients-Focused on client retention and development through trust building and interpersonal communication to build relationships-Executed on numerous KPIs focusing on acquisition, planning, and implementation of solutions by leveraging Salesforce CRM tools-Completed Insurance licensing requirements, CA Insurance License #4226032

Sunnyvale, California, United States

-Fully licensed broker with active series 7 and 66 licenses. CRD#: 7388439-Q4 2021 Culture Champion winner for leading team building and modeling inclusive behavior-Q3 2021 Excellence in action nominee-Profile clients to identify valuable relationship opportunities -Assist management with branch daily operations-Facilitate client transactions

London, United Kingdom

London, England, United Kingdom

-Working with the other hall committee members to organize on-site and off-site hall events for 365 students-Communicated with several site and food vendors which translated into hundreds of pounds saved over several events-Managed a £20,000 budget for the year which allowed for us to organize an average of 4 events per month-Served as a liaison for information between university staff and students who lived in the hall

London, England, United Kingdom

Company bio:At AI for Good, Daniel focuses on policy research keeping up-to-date with evolving trends in AI regulation and ethics frameworks being tested in both domestic and international markets.He is currently studying for a Master’s in Global Media and Communications at the London School of Economics with a focus on social media regulation and ICT tech and media policy.His previous projects have included participating in research aimed at finding policy definitions surrounding media and journalistic freedom to help inform the UK/Canadian high-level panel of legal experts headed by Amal Clooney, and analyzing Canadian media portrayals of international climate change student protesting.Roles and Responsibilities: -Drafting policy summaries relating to the AI space with a focus on the EU and UK which I translate into blog posts to benefit external non-profit, social enterprise, and AI organizations-Advocate for an ethics by design approach and consumer protections in AI development as part of consultation responses on behalf of the company, thereby helping to shape future AI creation-Conducting research on business model validation in South Africa regarding our domestic abuse and violence product rAInbow which informed our decision to expand to new markets

Palo Alto

-Two time “Holiday Hero” and “Customer Experience Expert” recipient for excellent customer service and sales -Created PowerPoint presentation of my own accord for upper management in order to highlight organizational streamlining tactics which reduced customer wait times at checkout-Alternated role as lead sales and lead cashier while constantly undertaking the task of training new associates-Consistently transmitted information to management team related to customer trends and behavior, which resulted in better cashier training leading to a 10% increase in conversion during the processing of online returns-Ensure the proper organization of the sales floor and stock room

Beverly Hills, California

-Pitched to high-profile clients such as Hulu, Dolce & Gabbana, and Dior which brought in $250,000+ worth of contracts -Managed projects from creative stages until post-event client re-cap which included creating client deliverables such as PowerPoint presentations, graphics, and edited images-Implemented new standard for event suitcase checkout and organizational system companywide for all events-Oversaw events onsite and took over vendor organization at events to provide support for lead event planner-Represented the company effectively during pre-event city hall meetings and worked closely with the Beverly Hills Police Department culminating in an incident free 2018 Concours D’Elegance on Rodeo Drive-Organized various expense reports, created RFPs, and handled purchase orders for multiple events simultaneously

1 Lmu Drive, Los Angeles, California, 90045

-Captain of the Loyola Marymount University debate team ; ran practice sessions, taught and mentored new debaters 2017-2018-Participant in multiple regional and national debate tournaments Notable tournaments: NPDA Nationals California State University Long Beach, California 2016 USUDC Nationals Morehouse College, Atlanta 2016, USUDC Nationals University of Denver, Colorado 2017, USUDC Nationals Stanford University, California 2018-Finalist and trophy winner at LMU’s invitational tournament

1 Lmu Drive Los Angeles, California

-Worked as a First-year June orientation leader twice and an August First-year orientation leader once-Played a lead role in the orientation skit-Gave both tours and information to incoming students and parents-Mentored incoming First-year students while employed and throughout the duration of the school year-Attended leadership and customer service type training sessions

1 Lmu Drive, Los Angeles, California, 90045

-Helped with daily administrative tasks for the Chair of the Communication Studies department-Gathered and filed documents for advisors -Transported important documents for university officials-Edited course offering notifications for all students-Worked as first-line of contact for incoming visitors.

1 Lmu Drive, Los Angeles, California, 90045

-Created video for Voices of Justice class in order to raise awareness for mental health issues and suicide awareness within the LMU Greek community-The film was played at a special screening in an auditorium on campus-The film garnered hundreds of views on social media

Dellow Centre, 82 Wentworth St, London E1 7Sa

-Co-organized community Christmas carol donor engagement event in conjunction with clients which saw a 15% increase in attendance-Engaged donors prior to and during event which led to an 8% rise in donations-Worked extensively with CRM Donor Strategy software to conduct donor relations and data entry -Increased social media following for the organization through the creation of new content and through the successful re-designing of company marketing material and distribution-Taught weekly English classes to non-native speakers and IT classes

1 Lmu Drive, Loyola Marymount University, Los Angeles, California, 90045

-Philanthropy Chair of the California Psi chapter of Phi Delta Theta on Loyola Marymount's campus-Co-organized Fear Fest philanthropy concert on campus -Oversaw the entirety of the Phi Fest carnival fundraiser event which saw a rise in both attendance and overall money raised-Analyzed previous years data to improve the event which led to the implementation of a guerilla marketing strategy both on-campus and at off-campus elementary schools -Managed personnel and vendor relations prior to and during the event while securing special lower pricing from every vendor in attendance, saving us hundreds of dollars-Effectively managed a budget and organized expense reports accounting for thousands of dollars which allowed for the partial reimbursement of expenses from the student body government-Ensured brothers were meeting their community service hour quota and attendance at philanthropy events

1 Lmu Drive, Los Angeles, California 90045

-Vice president and co-founder of service club created to combat homelessness and food scarcity in Los Angeles-Utilized $10,000 budget to create a Christmas event for the community of the Boys and Girls club of Harbor City-Identified weaknesses in member recruitment and retention and implemented membership fee strategy to counteract the problem which stabilized the situation-Leveraged the celebrity status of club members via social media and television in order to market the club internationally and surpass our donation goals by quickly expanding our donor base -Participated in weekly sandwich making and distribution with our members in the Skid Row area of downtown Los Angeles

1 Lmu Drive, Los Angeles, California, 90045

-Leader on spiritual retreat for first year students at LMU-Acted in various skits and songs-Led group discussions surrounding fears about college, personal growth stories, etc.-Provided mentorship and help to students struggling with personal issues

Greater Los Angeles Area

-Used microphone to engage with audience members -Found contestants for various on-the-court games and competitions-Helped coordinate hospitality drinks and snacks given to court side customers -Facilitated running of the event and coordinated tasks with other employees

1 Lmu Drive, Los Angeles, California

-Provided information to visiting students and parents-Called admitted students to congratulate them on their acceptance and answer pressing questions-Participated in student panels for visiting families-Volunteered at preview day and other such events to help familiarize possible students with the university-Attended regular meetings and leadership training sessions

Master Of Science - Ms, Global Media And Communications

Media Freedom Project - Conducted extensive research on Mexico’s press freedom policies to inform a larger body of work organized by Dr..

Excel Crash Course, A+

Become an Excel "power user" for financial analysis. This course gives you all the formulas, functions, shortcuts and best practices.

Bachelor Of Arts - Ba Magna Cum Laude, Communication Studies, Graduate

Activities and Societies: Debate team captain, Lambda Pi Eta Communication Honors society, Student Ambassador, Awards Chair of Phi Delta.

Business Ethics, Theological Studies

Education record

Activities and Societies: Marching Band and Concert Band