Dan Phelps Email & Phone Number

West Lafayette, In, Us

Beijing, China

Regional Manager; reporting directly to the CEO.Creating and implementing efficient processes throughout my territory to mitigate risks, create efficiency and bring our region up to the highest standard.Designed a new on-boarding process for all education staff to eliminate the ongoing problems that were occurring in the past. This was implemented throughout my territoryDesigned new safety standards to avoid school, and training center shut downs from regulatory authorities and litigation from students, parents, and general clients.Demonstrating experience serving as a “thought partner” to senior leaders, adding value beyond the strict definition of the position. Built a succinct business case in relevant terms for our team, balancing rigor, structure, and effectiveness.Manage, mentor, develop, and retain a high-performing staff; encourage professional development; and participate in professional organizations and associations to keep abreast of best practices and changes in government and regulatory policies.

Chicago, Illinois, United States

Managed financial investment portfolios for private clients; I along with a former colleague from Merrill founded the company, which had two locations. Chicago and Big Sky, MT.We were able to give high net worth clients individual attention and service to their portfolios, as well as growing and preserving multi-generational wealth, utilizing passive indexing strategies, options contracts, fee only planning, and global allocation.Identify, quantify, and managed risk in client portfolios.Advanced financial planning and analysis expertise and experience.

Managed client portfolio of $40 million, ensuring that each investment aligns with clients' goals and risk tolerance. Additionally, proven track record of stepping in to manage additional branches when other advisors leave, effectively bringing these branches up to peak performance levels.

Specialized in conservative investments for clients during the 08' recession. Was top producer in my region many months out of the year. Coached bankers on how to refer financial clients to me as well as the mortgage specialist, to bring branch production up to goal.

Started my career cold calling. Making 300 dials a day. Hosting financial seminars, targeting clients with IRA roll-overs as well as specializing in Detroit auto workers retirement plans.

Bachelor Of Business Administration - Bba, Business Management

Master Of Business Administration - Mba