Daniel Melgoza Email & Phone Number

Los Angeles Metropolitan Area

• Delivered personalized white glove customer service coaching and support for clients using Investors Business Daily premium products, including MarketSurge formerly (MarketSmith), Leaderboard, and SwingTrader.• Ensured clients maximize product value and achieve desired outcomes through one-on-one coaching and tailored strategies.• Provided customer service, addressing client concerns and optimizing product usage via phone, email, and Zoom sessions.• Conducted webinars over Zoom to share insights and best practices, while continuously gathering feedback to enhance coaching services.• Actively supported client onboarding and trial conversions, utilizing consultative selling techniques to drive subscription growth and enhance customer engagement.

Greater Los Angeles Area

• Focused on supporting O’Neil Digital Solutions’ healthcare and print operations, maintaining HIPAA compliance in all IT processes and systems. • Built custom desktop PCs for new hires, assembling hardware from scratch and configuring systems to meet company-specific Windows OS standards. • Performed computer repairs and troubleshooting to ensure uninterrupted productivity for end-users. • Managed inventory for IT hardware and software, ensuring accurate tracking and availability of resources. • Delivered exceptional customer service by solving complex technical issues efficiently and effectively, fostering positive relationships with users. • Provided help desk support, addressing technical issues across the organization and utilizing Jira to track, manage, and resolve tickets systematically.

Los Angeles, California

• Managed IT procurement for all DAI companies, overseeing the purchasing of hardware and software from basic PC components to advanced enterprise solutions.• Monitored and supported data center operations for all DAI subsidiaries, including Investors Business Daily, William O’Neil & Co., O’Neil Securities, O’Neil Digital Solutions, William O’Neil India, and O’Neil Capital Management.• Provided A+ level help desk and network support, addressing Level 1 technical issues and ensuring seamless IT infrastructure operations.• Administered Jira Service Desk and Confluence, managing workflows and documentation for efficient team collaboration.• Ensured HIPAA compliance through rigorous certification processes and adherence to industry regulations.• Managed Active Directory to maintain user accounts, permissions, and security settings across the enterprise.• Administered Slack for company-wide communication and ensured proper integration with enterprise tools.

Los Angeles, California

• Conducted quality assurance (QA) testing on investment products, including MarketSmith, IBD Digital, Leaderboard, SwingTrader, and Panaray, to ensure optimal functionality and user experience. • Reviewed and verified financial reports, such as the United States Focus List (USFL) books, on a weekly basis to maintain data integrity. • Monitored SQL systems and performed database checks using Microsoft SQL to ensure system uptime and operational efficiency. • Completed and verified daily operational checklists to maintain consistency and reliability in workflows. • Collaborated with cross-functional teams to identify and address technical issues, contributing to the overall success of company products.

Emeryville Ca

• Primary responsibilities include troubleshooting, repairing, decommissioning computer systems and servers (Level 1 Troubleshooting).• Knowledge in installing computer systems (Mac, Windows, Linux), complex hardware setups and peripherals for computer animators. • Handled phone calls, email, and follows-ups using a ticket tracking system.• Assisted with keeping the tech shop stocked with inventory, organized, and clean. • Problem-solved hardware issues with fault-tolerant hard drives, motherboards, battery, RAM, fans, optical drives, and video graphic cards. • Assisted with weekly office moves within the studio (Installs, Moves, Adds, and Changes).

Disneyland-(Dca) Anahiem, Ca

• Responsible for displaying the Disney Four Keys to provide great guest service; Safety, Courtesy, Show, Efficiency.• Ability to effectively work as an individual as well as in a team.• Provide high standards of guest service during high-volume, fast-paced operations.• F&B Core, A California Story and Basic Food Safety classes

Long Beach, Ca

College Student Aide- Technology Support• Responsible for installing approved computer software and hardware onboth iMac and PC• Responsible for using the Help Desk website to notify of technical issues on campus • Responsible for conducting initial assessment of any technology issue on campus; Identify and resolving problems• Responsible for helping staff and teachers with technology support such as software• Assisting and teaching students how to use a PC and Apple iPads

Bachelor Of Science (Bs), Computer Engineering

Education record

Obtained the Classical Diploma