Daniel Phuong

Daniel Phuong Email and Phone Number

Small Biz Hero @ PPLSI/LegalShield
United States
Daniel Phuong's Location
United States, United States
Daniel Phuong's Contact Details

Daniel Phuong personal email

About Daniel Phuong

I am a smallbiz hero. I give business owners access to affordable legal services so that they can be protected and empowered to run their business safely , powerfully and profitably.

Daniel Phuong's Current Company Details
PPLSI/LegalShield

Pplsi/Legalshield

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Small Biz Hero
United States
Employees:
11
Daniel Phuong Work Experience Details
  • Pplsi/Legalshield
    Small Biz Hero
    Pplsi/Legalshield
    United States
  • Pplsi
    Small Biz Hero
    Pplsi Mar 2008 - Present
    Ada, Oklahoma, Us
  • Wells Fargo
    Busines Specialist
    Wells Fargo Aug 2008 - Aug 2011
    San Francisco, California, Us
    Acquiring, servicing and growing relationships with small businesses that typically have annual gross sales between $100k and $1MMWorks proactively to seek new customers and engage with existing customers to understand what is most important to them and help with their current and future financial needsActs as the primary relationship manager for a portfolio of small business customers in an assigned territory using customer relationship management tools and systems and coordinate efforts that require resources and partners across the bankBuilds and grow relationships with a dedicated book of small business customers asking questions to learn about their financial needs, understanding customers goals; and sharing how Wells Fargo can help by following up through proactive outreach, via phone or in-person visits, and set, plan and execute appointmentsCompletes service requests, identifying, resolving customer concerns by following resolution protocolMaintains primary focus on small business products and services; serve or refer the small business customers consumer needsEngages with customers in all phases of the business life cycle while following policies and leveraging product knowledgeConducts needs based conversations identifying credit, deposit and servicing processing needs of customersBuilds relationships with branch employees making introductions to appropriate partners to help meet customer s broader financial needsParticipates in community organizations and building relationships with centers of influenceServes as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulationsExplains and demonstrates self-service mobile options to customers
  • Judy Wang Realtors
    Realtor
    Judy Wang Realtors Dec 2004 - Dec 2008
    Help sellers and buyers achieve their dream of moving.
  • Select Comfort
    Sales Manager And Recruiter
    Select Comfort Nov 2000 - Dec 2004
    Minneapolis, Minnesota, Us
    Hire and trained sales staff to meet sales expectations and achieve their desired goals of success in the company.

Daniel Phuong Skills

Small Business Sales Marketing Leadership Customer Service Selling Team Building Training Real Estate Entrepreneurship Management Public Speaking Contract Negotiation Sellers Finance Negotiation Sales Management Account Management New Business Development Consulting Direct Sales Marketing Strategy Business Networking Referrals Business Insurance First Time Home Buyers Retail Social Networking Residential Homes Real Estate Transactions Online Marketing Short Sales Lead Generation Start Ups Identity Theft B2b Customer Retention Sales Process Cold Calling Credit

Daniel Phuong Education Details

  • University Of Minnesota
    University Of Minnesota
    Summa Cum Laude
  • Burnsville Senior High School
    Burnsville Senior High School

Frequently Asked Questions about Daniel Phuong

What company does Daniel Phuong work for?

Daniel Phuong works for Pplsi/legalshield

What is Daniel Phuong's role at the current company?

Daniel Phuong's current role is Small Biz Hero.

What is Daniel Phuong's email address?

Daniel Phuong's email address is da****@****ail.com

What is Daniel Phuong's direct phone number?

Daniel Phuong's direct phone number is +140839*****

What schools did Daniel Phuong attend?

Daniel Phuong attended University Of Minnesota, Burnsville Senior High School.

What are some of Daniel Phuong's interests?

Daniel Phuong has interest in Hazel Marie's, Inglewood Center For Spiritual Living, Ana White, Khanh Nguyen, Agape International Spiritual Center, Community, Belinda Davids, Health/beauty, Performance Art, Educate Inspire Change.

What skills is Daniel Phuong known for?

Daniel Phuong has skills like Small Business, Sales, Marketing, Leadership, Customer Service, Selling, Team Building, Training, Real Estate, Entrepreneurship, Management, Public Speaking.

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