Daniel Anthony Pennant Email & Phone Number

Washington, DC, US

New York, NY, US

San Diego, CA, US

• Sourced, qualified, and cultivated new and existing relationships to build fee-only, independent financial planning and wealth management digital practice. Executed all inbound and outbound sales activities..
• Designed, implemented, and oversaw tailored investment strategies and solutions for individual and family clients in alignment with their investment policy, identifying and addressing any discrepancies.
• Analyzed risk in investment portfolios and alternative investments, including real estate and private business, against short and long-term client objectives.

Newport Beach, California, US

• Managed day-to-day operations, investment strategy, and portfolio administration with investment management team. Monitored and adjusted financial plans, stock, bond, and cash asset allocation according to client risk.
• Contributed to ad-hoc projects related to improving investment process, portfolio monitoring, and operations.
• Partnered with marketing team to develop client acquisition/retention strategy, creating content to raise brand awareness and drive engagement.
• Synthesized, analyzed, and initiated legacy planning with families consistent with their values, unique objectives and timelines, and personalized investment and wealth strategy.

New York, NY, US

• Conducted financial planning, banking, investment management, wealth management and/or relationship management for mass affluent, high-net-worth and/or very-high-net-worth clients. Drove sustainable growth through.
• Secured enrollment into Investment Advisory Program (firm discretion, fiduciary capacity) through structured financial planning process and tax-aware investment management.
• Administered estate and trust operations including account opening, asset transfer, client reviews, and relationship deepening opportunities.
• Collaborated with management to train and develop associates, run huddles, conduct check-ins, role-play, and career plan.

New York, NY, US

Acquired Series 7, 66, and insurance licenses. Completed rigorous training and development program through month 11 (of 43) before promoted to officer role with endorsement from management.

Richmond, VA, US

Sourced new sales opportunities through inbound lead follow-up and outbound cold call campaigns and emails. Explored and implemented viable marketing solutions corresponding with clients’ unique business needs and objectives.

Bannockburn, Illinois, US

Planned and executed various approaches to acquire new business for numerous divisions by sourcing and closing sales opportunities. Arranged and chaired negotiations with existing clients to secure contracts on a long-term basis. Arranged meetings with current customers to revise and agree on terms of existing contracts.

New York, NY, US

• Collaborated with city coordinators and campaign managers to develop personalized coaching and training for specific individuals and teams. Partnered with executive leadership to secure additional non-profit client.
• Travelled throughout continental United States to train team leaders and their teams.
• Achieved top five ranking out of 100+ nationally for donor acquisition.

New York, NY, US

• Managed fundraising sites and fundraisers; provided charity updates, skill trainings, and rousing team builders in morning huddles. Promoted within 8 months.
• Travelled to fundraise and cross-train in different markets.

New York, NY, US

• Enhanced and implemented foundational communication and sales principles to raise awareness for children in poverty with Children International through canvassing. Promoted within 6 months.
• Dialogued with professionals at all levels, industries, and personality types.
• Refined ability to create personalized messaging to connect with prospective donors and motivate action.