Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® Email & Phone Number

Katy, TX

Daniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.

Katy, TX

Daniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.

Dallas, TX

In business since 1859, AXA Equitable is a leading financial protection company and a premier provider of life insurance, annuities, and related financial services. AXA Group is #2 in sales according to statistics compiled by Forbes Magazine for its Forbes Global 2000 list of the world's biggest public entities (Diversified Insurance category) for 2012..

Irving, TX

• Create invoices, receive payments, and maintain accurate ledgers using QuickBooks Pro
• Generate weekly payroll for 14 employees and manage employee benefit system
• Interact with clientele via excellent customer service by phone, email, and direct communication

Irving, TX

• Design a technology platform to house the membership relations Gold Standard Form database
• Introduce a new nomination form for member events
• Develop work flow reporting capabilities using Microsoft SharePoint and Microsoft InfoPath

Webster City, Iowa

• Consulted for business expansion and risk allocation; resulted in building of brand new warehousing facilitieso Upgraded operating systems: Integrated traditional workstations with mobile production units which.

• Responsible for product inventory and deliveries.
• Coordinated with shipping companies and clients to make sure products were satisfactory and delivered on time.
• Ran the operations of the warehouse; inventory upkeep, stocking, and product placement.

Webster City, Iowa

• Directed and managed the baseball operations for a team of 17 players
• Organized efficient and thorough practices
• Managed on field decision making for the team

Cedar Hill, Texas

-Served as a liaison between the students and the Director of Residence Life.-Supervised a floor of residents, organized social and educational activities on and off campus, and undertook the position of a peer leader.-Managed administrative duties: maintenance request, incident reports, and maintained good communication.

Dallas, TX

• Designed automated production report using Visual Basic, Excel Macros, and Pivot Tables
• Saved 5 hours a week in labor efficiencies gained by automated production report usage
• Published C level management report in Adobe Professional based on analysis and accuracy audit
• Received Star Award for improving department efficiency and overall performance

Webster City, Iowa

• Maintained accurate and meaningful statistics based on head coaches philosophy
• Taught the fundamentals and techniques of the game to a roster of 30 plus individuals
• Prepared the playing surface for games

Master Of Science, Business Analytics

Bachelor Of Business Administration (B.B.A.), Marketing, Finance, And Economics

Activities and Societies: Men's Golf, DECA, and Resident Assistant Graduated Summa Cum Laude and Valedictorian

Hs Diploma

Activities and Societies: National Honor Society, National Council of Youth Leaders, Golf, Football, Baseball, Basketball, Lynx Mentor.