Danielle Shaffer Email & Phone Number

Scottsdale, Arizona, United States

• Coached advisors on strategies, techniques, and best practices to deepen client relationships. Verified Security Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) regulatory compliance.
• Authored training content, for a sales effectiveness training, implemented in classroom and virtual settings to several hundred financial advisors.
• Consulted with Learning and Development team to influence and provide content for rollout of a new financial advice delivery model.
• Developed training content, including how to gain client trust by building rapport, conducing a needs assessment, and resolving objectives, was documented in "playbook" style learning aide for advisors to refer to.
• Taught financial advisors how to use qualitative and quantitative data to create a book of business strategy that included how to segment clients based on several risk factors and create action plans to mitigate risk.

Scottsdale, Arizona, United States

• Interpreted data to develop territory strategy and segment team member's book of business. Facilitated organizational needs including hiring, training, space planning, contingency, data, and reporting.Achievements in.
• Conveyed feedback on methods to improve client relationships with effective questioning and closing strategies after a review of sales executive calls.
• Guided internal sales executives to hone their sales in consulting and relationship management resulting in territory sales goals being surpassed.
• Mentored internal sales executives to better support and advise external sales executive partners.

Malvern, Pennsylvania, United States

• Guided sales analysts in ensuring sales executives were able to competitively price prospect opportunities, strategically position custom request for proposal responses, and research and recommend key differentiators.
• Spearheaded an Institutional Sales Operations organizational redesign that modernized and streamlined sales operations functions, in part by establishing the change management plan, updating job descriptions, and.
• Collaborated on the development of a technology resource plan using expected capacity and growth projection metrics.

Malvern, Pennsylvania, United States

• Orchestrated a two-year, $1.4M technology project to transition manual, paper-based retirement kits to an online experiential platform. Documented and presented project status updates to senior leadership and the.
• Created and delivered training curriculum to five business units impacted by new online retirement application process.
• Decreased the not-in-good-order paperwork rate from 66% to 8% in 60 days, through initiation of a robust change management plan impacting Participant Services and Defined Benefit Services.

Malvern, Pennsylvania, United States

• Supervised team of defined contribution (DC) and defined benefit (DB) Client Relationship Associates. Administered an $11B book of business of clients investing both their DC and DB retirement plan assets with.
• Converted multiple DB clients to a new recordkeeping system, Vanguard Pension Administration System.
• Designed Retirement Plan Administrator position to streamline workflows and serve as Client Relationship Associate talent pool.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Science In Business Management, Business Administration And Management, General

Activities and Societies: Pi Gamma Mu – International Social Science Honor Society Minor in Economics

Associates Of Science In Business Administration, Business Administration And Management, General