Daniel Kelly Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

Saratoga Springs, New York, United States

Oceanside, NY

• Responsible for day-to-day operations including scheduling employees, handling payroll and communicating with clients.
• Actively seek new clients to build client database.
• Meeting with current and potential clients to ensure successful business relationship.
• Supervise and train employees on best valet practices.
• Maintain client relationships and promote a positive work environment.
• Organize and distribute compensation after work shifts.

Woodbury, New York

• Managed assigned customer accounts including opening and closing accounts and overseeing transactions.
• Researched and identified financial needs of clients to tailor products and recommend services.
• Created new checking, savings and deposit accounts for new clients.
• Educated customers by sharing and building self-service options to access their accounts 24 hours a day/7 days a week.
• Partnered with specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers with experts to help with specialized financial needs.
• Resolved customer issues to ensure satisfaction and helped optimize and manage their accounts.

Greater New York City Area

• Actively solicited clients through approved techniques and methods.
• Assessed financial needs of individuals and helped clients plan for short-term and long-term goals.
• Recommended investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences.
• Executed and negotiated follow-through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client.
• Assisted client’s needs efficiently and effectively while maintaining a strong work ethic.
• Researched investment opportunities.

Greater New York City Area

• Recorded and analyzed financial data.
• Assisted in the preparation of weekly and monthly financial reports.
• Utilized spreadsheets, databases and other computer applications in order to prepare senior traders for the day and week.
• Worked alongside the Debt Capitals Market team assisting them in their daily duties of trading and managing the team.

Bachelor'S Degree, Financial Management And Business Administration

Activities and Societies: Former Member of the Varsity Lacrosse Team, Varsity Football Team

High School

Activities and Societies: Member of the Lynbrook Varsity Football Team & Varsity Lacrosse Team