Daniel Roca Email & Phone Number

New York, New York, United States

- Assist with client communication, including scheduling meetings, responding to inquiries, and preparing follow-up correspondence. Assist in organizing required papers, reports, and presentations in advance of client meetings. Help with opening new accounts, transferring assets, and updating client information to help with the management of client accounts.- Perform market research to offer information on current market trends and to support investment decisions. Examine customer portfolios to evaluate risk, performance, and compatibility with investment goals. Researching possible investments and carrying out due diligence will help the investment team.- Assure accurate record-keeping of all communications with clients, financial transactions, and regulatory compliance. In the financial management software of the company, enter and keep up-to-date accurate client data. Produce financial statements and performance reports on a regular basis for clients.- Participate in training sessions and learn about various financial products, investment strategies, and wealth management practices. Collaborate closely with portfolio associates and senior advisors to obtain real-world experience and valuable understanding of the wealth management sector. Attend industry events, webinars, and other educational opportunities to stay updated on industry trends and best practices.

Bloomington, Indiana, United States

Towaco, New Jersey, United States

- Collaborated with project managers and department heads to develop comprehensive budgets for landscaping projects, conducted thorough research and analysis to identify cost estimates, resource requirements, and potential financial risks.- Implemented effective budget tracking systems to monitor project expenditures and ensure adherence to financial plans, regularly reviewed financial reports, identifying variances, and proposing corrective actions to stay within budget constraints.- Utilized historical data and industry benchmarks to forecast future project expenses and revenue, conducted financial analysis to identify areas for cost savings and efficiency improvements, providing actionable insights to the management team.- Negotiated with vendors to secure competitive pricing for materials and services, contributing to overall cost savings, assisted in the development and evaluation of contracts, ensuring compliance with budgetary constraints.- Effectively communicated budgetary goals and guidelines to project teams, fostering a culture of financial responsibility, collaborated with cross-functional teams to gather relevant financial data and ensure alignment between budgetary goals and project objectives.- Participated in regular meetings to discuss budgetary performance and identify opportunities for process improvement, Suggested and implemented changes to financial processes, contributing to increased efficiency and accuracy in budget management.

East Hanover, New Jersey, United States

- Established meaningful relationships with Breakers guests through personable conversations, offering refreshments, and assistance withpersonal belongings when unloading their cars.- Demonstrated exceptional time management skills by efficiently parking and managing a high volume of 150+ cars daily.- Achieved a track record of consistently meeting parking capacity requirements while ensuring a safe and organized parking environment forcustomers.

Englewood Cliffs, New Jersey, United States

- I prepared and processed invoices for clients, sending billing adjustments, printing and reviewing invoices- receiving payments, and monitoring delinquent invoices, sending reminders as necessary.- Adjusting invoices with clients and making minor and major changes towards billing- Providing great service and communication with clients working with their future project

Bachelor'S Degree, Economics, Junior

Activities and Societies: Sigma Alpha Mu Fraternity, Financial Credit Club

Minor, Financial Literacy

Education record