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. AXA Equitable Life Insurance Company has been helping individuals develop financial strategies for over 150 years and as a member of… Show more 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. AXA Equitable Life Insurance Company has been helping individuals develop financial strategies for over 150 years and as a member of the renowned Retirement Benefits Group at AXA Advisors, LLC, Daniel works closely with local school districts and nonprofit organizations to plan for their employees' retirement goals. In addition he has many individual and business clients whom he assists, by helping them build sound financial futures through college planning, risk management, the accumulation of retirement assets, and estate questions. Show less

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 increased work flexibility and maximized efficiencyo Increased brand recognition: Decreased sales to cost ratio by 15% by introducing product lines into new market segments

• 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.