Daniel P. Lewis Email & Phone Number

In Charge of 9 Regions though-out the United States hosting total representation of 280 plus registered representative though regional direction and operation of the wholesale division. Budgeting, Sales promotion, Hiring and training of new wholesale staff along with maintaining quality representation of large registered representative books of business ranging from 50 million to 3.2 billion.Selected accomplishments:• Reconfiguration of region based on net inflows as well as… Show more In Charge of 9 Regions though-out the United States hosting total representation of 280 plus registered representative though regional direction and operation of the wholesale division. Budgeting, Sales promotion, Hiring and training of new wholesale staff along with maintaining quality representation of large registered representative books of business ranging from 50 million to 3.2 billion.Selected accomplishments:• Reconfiguration of region based on net inflows as well as redirect quality sales staff to low impact areas. •Structures seminars and speaking engagement, selectively, so to maximize effectiveness. • Redesigned sales brochure developed the new corporate brochure and Power Point presentation. • Established a retail division though the use of SEC/ RIA Regulation. Show less

Led branch / employee-benefits operations to build corporate client base in need of employee benefits solutions. Identified clients’ needs, assessed existing benefit policies, and sourced best plan options best suited to clients’ environment and employees’ needs. Proposed benefit plan changes to meet the rapidly changing needs of clients and notified essential parties, including labor union representatives. Hired, trained, coached, and directed 10-member team.Selected… Show more Led branch / employee-benefits operations to build corporate client base in need of employee benefits solutions. Identified clients’ needs, assessed existing benefit policies, and sourced best plan options best suited to clients’ environment and employees’ needs. Proposed benefit plan changes to meet the rapidly changing needs of clients and notified essential parties, including labor union representatives. Hired, trained, coached, and directed 10-member team.Selected accomplishments:• Earned multiple awards, including Chairman’s Letter of Excellence for New Product Design as well as the High Professional Standards Award for training development and the Golden State Council Award for exemplary leadership. • Designed executive deferred-compensation plans as well as developed propriety software for examining such programs. Show less