Daniel Hatooka Email and Phone Number

InstaMed

https://www.thriver.com/

Platterz is on a mission to cultivate happy workplaces and improve office culture through delicious food experiences.I came on as a founding member of the Philadelphia Team. I played a critical role in expanding Philadelphia into different verticals. As a Sales Manager, I was responsible for generating and growing opportunities. I achieved this by targeting senior decision makers at some of the most innovative companies across North America and educating them on the Platterz platform. Following the sale, I worked closely with our clients to ensure that their office culture goals exceeded expectations. One of the most important skills I learned during my time at Platterz was building strong relationships with my clients- this comes to fruition by treating them as my colleagues, working together towards a common goal.

· Identified mutual fund positions with unachieved revenue potential, the movement of which, resulted in an increase of revenue generated. · Reconstructed and maintained an optimized procedure that precisely reflect the fund account setup and Reinvestment Option Change process'.· Implemented the fund account optimization project increasing overall process efficiency.· Extensive knowledge of SWP wealth platform pertaining to mutual fund processing.

· Facilitated transfer processing including internal/external cash and asset movement and new account transfers, while adhering to firm and government policies.· Served as a point of contact for client firms such as Pennsylvania Trust, Charles Schwab, and Pershing regarding the transfer of assets and funds to the respective accounts.· Demonstrated problem solving ability through individual platform research and troubleshooting of internal transfer issues.