Daniel Mendoza Email & Phone Number

Weehawken, NJ, US

Parsippany, New Jersey, United States

• 𝙈𝙮 𝙎𝙞𝙜𝙣𝙖𝙩𝙪𝙧𝙚 𝘾𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙄𝙣𝙘𝙡𝙪𝙙𝙚:
• Specialized in managing Fixed Income securities, including municipal bonds, CDs, and corporate bonds.
• Held licenses such as Series 7, 66, and NJ state insurance licenses.

Greater New York City Area

• I successfully collaborated with prospects and clients to discern their core values and aspirations, devising meticulous financial strategies to ensure their objectives were achieved. I cultivated a robust prospect.
• Demonstrated exceptional problem-solving skills, swiftly resolving customer service concerns while providing comprehensive responses to intricate financial inquiries.
• Delivered meticulously researched advice, furnishing clients with tailored recommendations designed to fulfill their specific needs.

Cincinnati Area, KY

• In this role, I implemented Radius and Connect products and acted as the primary liaison for clients. I provided expert guidance to clients, utilizing best practices, on effectively utilizing the products to maximize.
• Collaborated with clients to assess individual needs and challenges, tailoring recommendations accordingly.
• Ensured seamless implementation and ongoing support, maintaining strong client relationships.
• Streamlined enrollment processes and optimized productivity through strategic product utilization.

Orangeburg, NY

• As Director of Admissions, I successfully managed a team of 11 professionals, including 4 freshman admissions counselors, 2 transfer admissions counselors, 1 graduate admissions counselor, and 4 support staff.
• Provided effective supervision and direction for various admissions processes, procedures, and protocols for undergraduate, graduate, adult accelerated, and online programs.
• Collaborated closely with the marketing department to create and implement strategic communication plans.
• Actively participated as a representative of the school in the Retention and Compliance Committee, ensuring adherence to regulations and fostering student retention.

Bloomfield, NJ

• I managed admissions staff and implemented effective recruitment and marketing strategies for degree programs and instructed personnel on office policies, procedures, and protocols to ensure smooth operations. In.
• Assisted the Vice President for Enrollment Management and Director of Admissions by updating bulk edits in Hobsons Connect and providing training to optimize recruiting activities.
• Acted as the Director of Admission in the absence of the Director (2012; 2013).
• Administered alumni volunteer recruiting program and coordinated campus tours and group tours.
• Oversaw the hiring and training process for the Student Ambassador Program and supervised student ambassadors assigned to campus tours.
• Reviewed and processed applications for high school and transfer students.

Hamilton, NJ

• In this role, I successfully initiated and executed comprehensive baseball programs encompassing lessons, camps, group classes, and travel teams, catering to a wide range of age groups from 6 to 18 years old. I also.
• Efficiently oversaw the coordination and scheduling of private lessons for a team of part-time instructors, optimizing their productivity and ensuring a seamless learning experience for clients.
• Expertly instructed private lessons and group classes in various essential skills such as hitting, fielding, pitching, and catching, catering to the developmental needs of individuals aged 6 to 18.
• Demonstrated exceptional sales acumen, generating a remarkable $400,000 in sales during the inaugural year.

Weehawken, NJ

• 𝙈𝙮 𝙎𝙞𝙜𝙣𝙖𝙩𝙪𝙧𝙚 𝘾𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙄𝙣𝙘𝙡𝙪𝙙𝙚:
• Excelled in generating comprehensive portfolio reviews for high net-worth clients while utilizing advanced Excel functionalities.
• Demonstrated exceptional attention to detail in meticulously maintaining and updating client database using Access software.
• Exercised proficient daily oversight and management of the Bloomberg database, ensuring accurate and up-to-date financial information.

B.S., Finance

Activities and Societies: Intercollegiate Athletics-Baseball 1997-2001

M.S., Higher Education