Daniel Montero Email & Phone Number

Los Angeles, Ca, Us

Culver City, California, Us

• Altruist revolutionizes the wealth management industry with cutting-edge FinTech solutions. Our platform streamlines portfolio management, enhances client interactions, and optimizes operations, empowering firms to focus on delivering exceptional value to their clients. • Partnering with firms on the East Coast of the United States to close deals, manage accounts, as well as drive upselling and revenue retention strategies.

Woodland Hills, Ca, Us

• FY 2024: 189% - Q2: 290% - Q1: 161%• Nurturing relationships with 200+ of Fortune 1000 clients while implementing strategies to generate new revenue opportunities.• Collaborating with partners and cross-functional teams on client projects, ensuring alignment with client objectives and timely delivery.

Woodland Hills, Ca, Us

• FY 2023: 114% - Q4: 130% - Q3: 106% - Q2: 120% - Q1: 100%• $4.0M ACV Pipeline Generated• Managing the NA Mid-Atlantic and LATAM regions. ($750M+ in revenue)• Cultivated and maintained relationships with clients and strategic partners in North America & LATAM such as Oracle, SAP, Deloitte, Accenture, EY, KPMG, and others to enable them on BlackLine offerings, resulting in 40% increased pipeline for Enterprise Sales Executives.• Developed, translated, and implemented marketing collateral and direct mail campaigns for an underdeveloped LATAM territory, resulting in increased market awareness and a 20% increase in lead generation.

Woodland Hills, Ca, Us

• FY 2022: 133% - Q4 143%, North America MVP. - Q3 120%, North America MVP. - Q2 143%, North America MVP. - Q1 150%, North America MVP.• $5.0M ACV Pipeline Generated.• Managing the NA Mid-Atlantic and LATAM regions. ($750M+ in revenue)• Formally mentoring a team of new BDRs through internal program.

• FY 2021: 125%• Identify and research potential clients to generate leads through cold calling, emailing, and networking.• Identify and pursue new business opportunities within target markets to meet or exceed sales targets.• Ensure a smooth onboarding process for new clients, setting the stage for long-term partnership.• Designed and implemented marketing campaigns to increase brand awareness. This strategy facilitated productive talks with five (5) potential investors and three (3) partners, significantly contributing to the platform's visibility.

San Diego , Ca, Us

• Identified promising investment opportunities and refined sales strategies, establishing a solid foundation for advanced consultative selling and effective client account management.• Achieved expertise in organizing and managing client information, ensuring a smooth transition to efficiently maintaining well-structured client accounts in future roles.• Collaborated extensively with Financial Advisor teams to enhance client portfolio management, highlighting the importance of interdisciplinary teamwork in fulfilling client objectives.• Gained a thorough understanding of financial markets, investment products, and portfolio analysis, becoming essential in addressing and navigating client needs successfully.