Daniel Smales Email and Phone Number
Daniel Smales work email
- Valid
Daniel Smales personal email
- Valid
- Valid
- Valid
Daniel Smales phone numbers
Sixteen years working and studying Business FinanceSeven years of Financial Advisement and Business Banking experienceSix years building and planning Small Business StartupsMBA - Accounting ConcentrationBachelor of Science - Business FinanceExperience with small business development, strategic planning, and negotiating business contracts; ability to advise investments/projects and operational management; coordinated lending for multi-million dollar projects including construction, equipment, and working capital financing (including SBA options).Ability to understand, analyze, and interpret financial data including financial statement analysis, project analysis, investment analysis, and financial models. Keen eye for trends, financial forensics, and risk mitigation.Understanding of GAAP, financial reporting methods, business strategy, and capital planning/budgets. Currently using QuickBooks, Excel, and LivePlan as software platforms.Highly adaptable to different environments, different methodologies, and change.
-
Managing PartnerDiamond Link Services LlcBothell, Wa, Us -
Co-FounderEquitysmith Aug 2023 - PresentWashington, United StatesWe empower investors to forge self-equity effortlessly. Our investment platform is designed for passive investors seeking trade exposure in the foreign currency (Forex) and cryptocurrency markets with just three simple steps –sign up, pick a product, and fund. Say goodbye to the complexities of trading and investment research – with Equitysmith, you can invest like a professional trader in the largest and fastest-growing markets using our curated algorithmic bots. There is no prior knowledge or time-consuming strategy development required. -
Managing PartnerDiamond Link Services Llc May 2022 - PresentWashington, United StatesDiamond Link Services LLC offers business management and US Director services for foreign entrepreneurs. The United States is known for its strong banking system with global access and the highest coveted currency used for trade, the $USD. Diamond Link Services offers a unique consulting service making US Financial Management possible for foreign entrepreneurs. We consult business and banking practices commonly used in the USA as well as fully-managed controllership on bank accounts ensuring a seamless customer experience with the banks. Having us by your side on US soil is almost as good as being here yourself; except we curate our bank relationships and stay in tune with ongoing changes in policy such as our newest Corporate Transparency Act, which went in effect 01/01/2024. -
Managing Principal ConsultantPrime Link Consulting, Llc Nov 2017 - PresentSeattle, WashingtonGood systems create an efficient operation and provide feedback for continuous improvement that ultimately saves on costs, boosts morale, and improves organization. In order to maximize profits, a business must understand their market, the pricing for specific products and services, and the relationship held with customers, vendors, and employees.Focusing on three core business needs - strategic planning, financial analysis, and accounting, Prime Link combines the skillsets of mathematics and business acumen to inform and interpret key data points to mitigate risk, build efficiency, and maximize profitability. -
Director Of Fp&ASugar Mill Farms Llc Mar 2018 - Jun 2020Santa Barbara, California AreaSugar Mill Farms LLC is a artisan producer of Hemp Extract consumables using the highest quality ingredients. Each product is mixed with a unique blend of nutrients, natural oils, and natural flavorings custom to the product's purpose. www.sugarmillfarms.comAs Sugar Mill Farms' Financial Planner and Analyst, my job is to help the business understand the impact of its cost related to revenue, pricing, budgets, and forecasting. My work spans business development and strategic planning as well as financial analysis and financial review. I report directly to the Chief Financial Officer and am able to help with other tasks to help the company grow. If you are interested in becoming a wholesale partner, feel free to message me and I'll get you in touch with the right team to set our store up with some beautiful products.
-
Business Development OfficerModuli Feb 2018 - Dec 2019Greater Seattle Areawww.moduli.com -
Director Of Finance And Business DevelopmentCanine Best Delights Jun 2018 - Nov 2019Santa Barbara, California AreaCanine Best Delights is a Santa Barbara, California based LLC. The company has formulated, branded, and launched a proprietary line of all-natural dietary supplements for dogs. Our supplements are helpful for addressing a variety of common ailments such as joint pain and anxiety. The key ingredients in our product line are derived from centuries-old Chinese and Ayurvedic healing traditions using herbs and roots known as Adaptogens including Hemp Extract and Ashwagandha. We have trademarked the use of our proprietary blends as Petagens™.As the Director of Finance and Business Development, our entire team must wear multiple hats to get the job done correctly. I do not work alone. I do, however, focus on financial and strategic planning as well as tasks that will get us to new financial milestones. My current project working with a great team is launching a campaign through our crowdfunding partner. This requires a great deal of knowledge of compliance and industry regulations, financial expertise including discussions around business valuations, and a deep understanding of our vision and brand, Canine Best Delights. Come join us on our journey and be a part of your dog's health and wellness. We want to make your dog feel amazing! www.caninebestdelights.comCompany sold 2019
-
Outsourced CfoCannabis Logistix, Inc. Apr 2018 - Oct 2019Greater Seattle AreaCannabis Logistix, Inc. ("CLX") and The Internet Cannabis Trading Company ("ICannTrade.com"), working together, create technological and logistical solutions for all B2B Cannabis trade. ICannTrade.com provides a scalable and efficient eCommerce platform to bring together licensed Producers (Cultivators), Processors (Manufacturers), and Retailers to a central location and cuts out time consuming ground work. We have integrated key features that will surpass any Cannabis eCommerce platform to date. Come talk to us more about our developments!Company dissolved 2019
-
Credit CoordinatorJpmorgan Chase & Co. Apr 2016 - Oct 2017WashingtonCoordinating credit facilities takes incredible time management and understanding of banking systems and financial management.Although we are not the ones to get credit to approval, from the time the facility is approved to when the money is disbursed, we have a great deal of knowledge to understand business structures, contracts, and risk management; always keeping in mind our customers, deadlines, and reconciliation of credit/fees. We work with many third party partners to fulfill our job including contractors, title companies, insurance agents, bankers, underwriters, management, customers and processors.Being a coordinator and facilitator means aligning all of the missing pieces so the customer and bank can walk a seamless path to project completion. Done well, the customer has a great experience navigating what can be a stressful and difficult process, and the bank can efficiently process time consuming transactions to fulfill organizational goals. -
Relationship Banker - Small Business SpecialistJpmorgan Chase & Co. Dec 2012 - Apr 20161417 Queen Anne Ave N, Seattle, WaAs a manager on duty and small business specialist, my goal was to build our branch's balance sheet by discovering business problems and implementing financial solutions. Successfully as a team, we grew our branch balance sheet by 30% providing sound financial advise to small businesses and individual customers. We brought to the table expert knowledge on banking strategy and methods for customers to find low cost and effective solutions as well as strong partnerships to investment advisors and extended financial solutions.Taking a holistic approach and truly understanding the underlying need is what customers need in finance today. Financially savvy customers need access to clear, concise platforms and educated information to make decisions. I think this is what my team did best. -
Marketing Director And Assistant To FounderTikkera.Com Aug 2012 - Dec 2012Greater Seattle AreaTikkera is a stock trading paradigm that empowers mortgage shoppers with the tools needed to make wise mortgage decisions. Developed by an ambitious and thoughtful engineer, we launched the product in 2012 at DEMO. I used my understudy knowledge in Marketing, Operations, and Finance to assist the founder in the business' design and development. With a connection to a graphic designer and web designer, our team was successfully able to build a brand around Tikkera which included a functional website, developed logo, pitch book for investors, and an investor relations brochure. This project sparked an entrepreneurial spirit in my own career path to create and develop startup businesses. In my decision to continue my education through my MBA program, I did not prolong my relationship with Tikkera beyond the DEMO project. Overall, it was an exciting and eventful experience in a short and intense four months.
-
Financial ConsultantAxa Advisors Aug 2011 - Aug 2012Bellevue, SeattleMy intention for AXA Advisors was short-term. It was my first dive into the world of financial consulting and I was eager to pick the first company that would sponsor me through the Securities examinations. Prior to AXA, I was apprehensive of life insurance and life insurance salespersons, and I may interject that if there is any company that will change your mind of this negative stigma, it would be AXA. The team I worked with were ambitious, creative, and always prowling for more knowledge, greater strategy. Working for the company taught me the value of sales and the appreciation of meeting difficult goals. Here, I began to learn the inefficiencies of many businesses and lack of education in financial management. I focused on this and focused on the service to help others. This allowed me to successfully acquire over $2 MM of assets under management in my first and only year with the company. At the same time, however, I realized that my underlying agenda was not sales. I was interested in business strategy, development, and the inter-workings of business finance and operational procedures. I decided to apply for my MBA program to gain more knowledge in my field of study, which upon acceptance forced me to make changes. -
Sales AssociateMassage Envy Mar 2008 - Jun 2010Stress relief everyone needs, but behind every spa and tranquility room there is an office. Efficiently managed, I played a strategic role in assisting the office manager, my co-workers, and massage therapists to get through their day playing the mediator between clients and their massage therapy needs. Most might have seen it as a simple cup of water after an hour of muscle rubbing, but I saw it as a great opportunity to connect with our clients in short conversation going out the door. It's amazing what insight you can gain in the intellect of others when they are relaxed and willing to share. This was also an ideal position to work and go to school. -
Front Desk ReceptionistColorgraphics Aug 2008 - Nov 2008In the exploratory realm of temp agencies and temporary work, I was placed with a large commercial printing company during a company merger. Working with some of the best co-workers I've met in my working career since age fifteen, I realized that businesses are most efficient when there is a cohesive team and superb operational standards.ColorGraphics gave me a perspective of how I would want to run my own business one day. Innovation always stems better from an environment when doors are open, people are willing to share, and there is a code to continuously challenge yourself and find ways to make work flow more efficient.
-
Assistant To Entrepreneurs (Sole Proprietor)Prime Link Jan 2005 - Apr 2008This company is back and operating - See Prime Link Consulting, LLCThe idea behind my "company" began as a system of networking and learning about different local businesses and their business strategies. I was eager to learn and observe how different people managed their businesses. Some valuable questions I asked during my exploration:What image is perceived by the audience from marketing strategies?What is considered 'quality work' or 'hard work'?How does one business manage its decisions differently from another business? What are 'values'? What is 'strategy'?What is 'impact'?How do businesses manage their finances differently?What operation strategies are successful?As an assistant to residential managers, interior designers, and a selection of other professionals; by helping with menial tasks, I was given an opportunity to peer into this sole proprietorship way of life. Although my labor work included organizing, cleaning, sales, pet care, and painting; I was also able to further application of my higher educational studies with bookkeeping and research work on a daily basis.There is an expression "when there is a window of opportunity, the best experience is opening the door and walking outside."
-
Front Desk Agent/ConciergeInn At The Market Nov 2007 - Mar 2008When you think of customer service and pampering, nothing is served better than guests staying at boutique hotels.Although a bulk of the work was simply reserving rooms, end of day acounting paper work, and coordinating with the rest of the staff, there were important moment to me in this short lived experience.Those moments were learning about the guests. People have complete stories to tell and I often would go out of my way to listen and hear what they had to say. Those traveling on business often gave me insight into the careers and businesses they had grown from nothing. Apart from the multi-tasking and office communication, my greatest endeavor was to make it a goal to learn something new about a guest each time I encountered them.
-
Front Desk ReceptionistThe Harbor Club Mar 2007 - Aug 2007My first encounter with the business world of Seattle and the Northwest stemmed from my moments working and greeting guests as they attended business meetings, family weddings, and different corporate events.Amongst food and drinks, there is always conversation. Often idle and compliant, my ear would travel the room to learn what information to expect in my impending future after my studies at the university. In board meetings, financial discussions to move forward on certain projects would ensue. Corporate reward banquets would honor those practices worth recognition. It was a great foundation to learn what is expected of professionals and how to apply key qualities of public speaking, meeting control, and fundamentals of business culture, behavior, and organization.
Daniel Smales Skills
Daniel Smales Education Details
-
Accounting -
Business Finance -
Accounting -
Seattle UniversityInternational Studies
Frequently Asked Questions about Daniel Smales
What company does Daniel Smales work for?
Daniel Smales works for Diamond Link Services Llc
What is Daniel Smales's role at the current company?
Daniel Smales's current role is Managing Partner.
What is Daniel Smales's email address?
Daniel Smales's email address is bl****@****ail.com
What is Daniel Smales's direct phone number?
Daniel Smales's direct phone number is +120660*****
What schools did Daniel Smales attend?
Daniel Smales attended University Of Phoenix, University Of Phoenix, University Of Phoenix, Seattle University.
What are some of Daniel Smales's interests?
Daniel Smales has interest in Culinary Arts, Business Networking, Health, Children, Education, Environment, Science And Technology, Human Rights, Horticulture, Gadgets.
What skills is Daniel Smales known for?
Daniel Smales has skills like Entrepreneurship, Finance, Small Business, Sales, Financial Analysis, Marketing, Management, Mergers And Acquisitions, Customer Service, Microsoft Office, Financial Planning, Strategic Planning.
Not the Daniel Smales you were looking for?
-
-
1danielsmales.com
-
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial