Daniel Spinosa Csm

Daniel Spinosa Csm Email and Phone Number

Sales Operations Strategy Manager @ OmniPotential Energy
Lewes, DE, US
Daniel Spinosa Csm's Location
Lewes, Delaware, United States, United States
Daniel Spinosa Csm's Contact Details

Daniel Spinosa Csm personal email

n/a
About Daniel Spinosa Csm

Agile Facilitator | Versatile Team leaderAdaptive and collaborative servant leader who uses team facilitation, training,and workflow management experience to maximize efficiency and throughput inproduct delivery.Passionate about training, organizational and technical agility and processoptimization to achieve desired organizational and customer outcomes.EXPERTISECertified Scrum Master - Project Management / Agile MethodologiesCross Functional Team Coaching - Onsite / Remote facilitationWorkflow Development - Process ManagementTraining Delivery - Training Module Design - Sales ManagementJira - Salesforce - Envestnet - Excel - MS Office - Teleconference

Daniel Spinosa Csm's Current Company Details
OmniPotential Energy

Omnipotential Energy

View
Sales Operations Strategy Manager
Lewes, DE, US
Website:
dedicatedfinancialservices.com
Employees:
8
Daniel Spinosa Csm Work Experience Details
  • Omnipotential Energy
    Sales Operations Strategy Manager
    Omnipotential Energy
    Lewes, De, Us
  • Dedicated Financial Services
    Manager Of Operations
    Dedicated Financial Services Aug 2024 - Present
    Lewes, Delaware, United States
    View
  • Advent Emodal
    Project Manager
    Advent Emodal Apr 2020 - Jun 2023
    New Jersey, United States
    Coached a team of cross functional engineers in improving the daily userexperience of cargo terminal and trucker customers.Developed a Voice of the Customer Program between CX Product engineersand clients from the ground up.Implemented robust tracking of customer service ticket drivers and userstories to improve backlog prioritization.Managed bug and product backlog for a software serving dozens ofcontainer ship terminals in the USA and internationally.Facilitated scrum ceremonies for CX team.
    View
  • State Farm
    Project Manager / Team Leader
    State Farm Jan 2019 - Apr 2020
    Claymont, Delaware, United States
    Coaching and facilitating for a team of four service and sales associatesproviding phone and in person service to clients and prospects.Overseeing self organizational goal setting, deadlines and productivityfor the team.Implemented agile practices to a cross functional team of associateshandling all aspects of sales, service and marketing.
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  • Capital One
    Senior Investing Associate
    Capital One Jun 2015 - Feb 2019
    Wilmington, Delaware
    Client Services Lead for a team of 8, serving several thousand clients directly, and 1.5 million indirectly. Oversaw the implementation of a one-stop shop for client servicing, including online and phone front end as well as back end service across multiple product lines. My team was the first point of contact with clients, helping them understand the platform, assessing their needs and directing fullment with other departments. Captured significant additional assets from existing banking clients by providing a convenient, transparent solution for their unmanaged savings.
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  • Swarthmore Financial Services
    Vice President
    Swarthmore Financial Services Jan 2015 - Jul 2015
    Sales manager and trainer. Responsible for interviewing, training and coaching new and experienced advisors to reach sales goals. Top team production and top three personal production.
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  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Aug 2011 - Dec 2014
    231 St. Asaphs Road, Suite 640 A
    Sales and sales management working in the insurance and financial services industry. Responsible for recruiting and training a team of advisors. Coaching, training and supervisory role in providing holistic financial services to clients. Two time top client acquisitions and sales in a single year. Three time top of table team production for mid atlantic region.
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  • University Of Delaware
    Teaching Assistant
    University Of Delaware Aug 2008 - Jul 2011
    Assisted professors in teaching their classes as well as designed my own curriculum and solo teaching.
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  • University Of Delaware
    Student
    University Of Delaware Aug 2003 - May 2008
    Departmen Of History
    View

Daniel Spinosa Csm Skills

Life Insurance Planning Estate Planning Higher Education Teaching Skills Retirement Planning Team Leadership College Fund Planning Life Insurance Teaching Fixed Annuities Employee Benefits Customer Service Mutual Funds Budgets Securities Strategic Financial Planning Retirement Finance Insurance Financial Planning Microsoft Office Public Speaking

Daniel Spinosa Csm Education Details

Frequently Asked Questions about Daniel Spinosa Csm

What company does Daniel Spinosa Csm work for?

Daniel Spinosa Csm works for Omnipotential Energy

What is Daniel Spinosa Csm's role at the current company?

Daniel Spinosa Csm's current role is Sales Operations Strategy Manager.

What is Daniel Spinosa Csm's email address?

Daniel Spinosa Csm's email address is da****@****one.com

What schools did Daniel Spinosa Csm attend?

Daniel Spinosa Csm attended University Of Delaware, University Of Delaware.

What are some of Daniel Spinosa Csm's interests?

Daniel Spinosa Csm has interest in Civil Rights And Social Action, Animal Welfare, Politics, Human Rights.

What skills is Daniel Spinosa Csm known for?

Daniel Spinosa Csm has skills like Life Insurance Planning, Estate Planning, Higher Education, Teaching Skills, Retirement Planning, Team Leadership, College Fund Planning, Life Insurance, Teaching, Fixed Annuities, Employee Benefits, Customer Service.

Who are Daniel Spinosa Csm's colleagues?

Daniel Spinosa Csm's colleagues are Leonard Hayduchok, Cfp®, Rebc®, Mdiv, Betzy Rios, Ryan Filiaggi, Betzy Rios.

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