Daniel Marshall Email & Phone Number

New Bedford, Ma, Us

New Bedford, Massachusetts, United States

As the Director of Sacred Music, I am responsible for a two areas of focus:𝐋𝐞𝐚𝐝 𝐖𝐨𝐫𝐬𝐡𝐢𝐩 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐌𝐮𝐬𝐢𝐜:• Curated music for liturgical celebrations, ensuring high-quality experiences for parishioners.• Scheduled and trained over 8 music ministers, enhancing liturgy participation.• Directed parish vocal ensembes, fostering a vibrant musical community.• Prepared cantors, choir members, and musicians for all liturgies, guaranteeing musical excellence.• Provided organ accompaniment for 1 Saturday Vigil Mass, and 3 Sunday Morning Masses (1 English, 1 Spanish, 1 Portuguese). 𝐒𝐭𝐫𝐞𝐚𝐦𝐥𝐢𝐧𝐞𝐝 𝐅𝐮𝐧𝐞𝐫𝐚𝐥 & 𝐖𝐞𝐝𝐝𝐢𝐧𝐠 𝐌𝐮𝐬𝐢𝐜:• Provided expert organ accompaniment for 20+ funeral liturgies.• Consulted with couples to select fitting music & musicians for their weddings (10+ weddings).Outside of my role within the liturgy, I also serve as a Professional Musician and work on the following:𝐌𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐞𝐝 & 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐝 𝐌𝐮𝐬𝐢𝐜𝐚𝐥 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞:• Continuously honed skills in voice, conducting, and performance instruments.• Mastered new music repertoire, expanding our musical offerings.𝐋𝐢𝐟𝐞𝐥𝐨𝐧𝐠 𝐋𝐞𝐚𝐫𝐧𝐞𝐫:• Pursued ongoing education in organ, choral directing & vocal pedagogy.• Stayed current with music, liturgy, and pastoral trends through research and conferences.• Actively engaged with professional organizations to further my knowledge.

Dartmouth, Massachusetts, United States

Delivered exceptional accuracy and efficiency in tax return preparation, ensuring client satisfaction and regulatory compliance. Processed and verified tax returns for 650+ clients, maintaining a flawless 100% error-free rate.𝐓𝐚𝐱 𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 & 𝐃𝐚𝐭𝐚 𝐄𝐧𝐭𝐫𝐲:• Prepared and inputted tax data, ensuring meticulous review before final filing.• Maintained in-depth knowledge of federal and state tax regulations for accurate client return preparation.• Safeguarded client tax return integrity by conducting thorough accuracy checks and verifying printed invoices against system data.𝐒𝐭𝐫𝐞𝐚𝐦𝐥𝐢𝐧𝐞𝐝 𝐂𝐥𝐢𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞:• Assembled completed returns for client pick-up, contributing to a 98% client satisfaction rating.• Maintained organized client files and ensured data security.

Quincy, Massachusetts, United States

This role provides critical support in ensuring accurate and timely trade settlements within the NSCC ecosystem. I leverage my strong analytical and communication skills to resolve trade discrepancies, deliver exceptional client service, and maintain expert knowledge of NSCC services and procedures through the following:𝐄𝐧𝐬𝐮𝐫𝐞𝐝 𝐓𝐢𝐦𝐞𝐥𝐲 & 𝐀𝐜𝐜𝐮𝐫𝐚𝐭𝐞 𝐓𝐫𝐚𝐝𝐞 𝐒𝐞𝐭𝐭𝐥𝐞𝐦𝐞𝐧𝐭𝐬:• Resolved an impressive 120+ NSCC trade rejects monthly, achieving an 84% on-time settlement success rate through proactive communication and quality control.𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐥𝐢𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞:• Provided expert phone and email support to back-offices and clients, resolving ACAT rejects before deadlines for seamless transactions.• Acted as a trusted partner, offering ongoing operational assistance to internal and external teams.𝐍𝐒𝐂𝐂 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐄𝐱𝐩𝐞𝐫𝐭:• Leveraged in-depth knowledge to identify and resolve transaction issues proactively, liaising with back-offices and brokers when needed.• Empowered colleagues by providing expert information on NSCC services, procedures, and transaction statuses.𝐂𝐡𝐚𝐦𝐩𝐢𝐨𝐧𝐞𝐝 𝐃𝐚𝐭𝐚 𝐀𝐜𝐜𝐮𝐫𝐚𝐜𝐲:• Maintained a remarkable 99%+ accuracy rate through rigorous self and peer quality control measures.𝐅𝐨𝐬𝐭𝐞𝐫𝐞𝐝 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧:• Acted as a collaborative team player, readily assisting colleagues with trade inquiries (12+ per week on average).• Contributed to efficient trade settlements through seamless teamwork.

Fall River, Massachusetts, United States

As the Director of Sacred Music, I was responsible for a two areas of focus:𝐋𝐞𝐚𝐝 𝐖𝐨𝐫𝐬𝐡𝐢𝐩 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐌𝐮𝐬𝐢𝐜:• Curated music for liturgical celebrations, ensuring high-quality experiences for parishioners.• Scheduled and trained over 10 music ministers, enhancing liturgy participation.• Directed parish vocal ensembes, fostering a vibrant musical community.• Prepared cantors, choir members, and musicians for all liturgies, guaranteeing musical excellence.• Provided organ accompaniment for 1 Saturday Vigil Mass, and 3 Sunday Morning Masses (2 English and 1 Portuguese). 𝐒𝐭𝐫𝐞𝐚𝐦𝐥𝐢𝐧𝐞𝐝 𝐅𝐮𝐧𝐞𝐫𝐚𝐥 & 𝐖𝐞𝐝𝐝𝐢𝐧𝐠 𝐌𝐮𝐬𝐢𝐜:• Provided expert organ accompaniment for 10+ funeral liturgies.• Consulted with couples to select fitting music & musicians for their weddings (10+ weddings).Outside of my role within the liturgy, I also serve as a Professional Musician and work on the following:𝐌𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐞𝐝 & 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐝 𝐌𝐮𝐬𝐢𝐜𝐚𝐥 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞:• Continuously honed skills in voice, conducting, and performance instruments.• Mastered new music repertoire, expanding our musical offerings.𝐋𝐢𝐟𝐞𝐥𝐨𝐧𝐠 𝐋𝐞𝐚𝐫𝐧𝐞𝐫:• Pursued ongoing education in organ, choral directing & vocal pedagogy.• Stayed current with music, liturgy, and pastoral trends through research and conferences.• Actively engaged with professional organizations to further my knowledge.

Smithfield, Rhode Island, United States

As a results-oriented Senior Representative within Fidelity's CE Middle Office, I ensured the smooth and efficient transfer of assets for National Financial Services clients. By processing 70-120 requests daily with pinpoint accuracy, I maintained compliance while delivering exceptional service to registered representatives, advisors, and broker-dealer home offices through the following:𝐇𝐢𝐠𝐡-𝐕𝐨𝐥𝐮𝐦𝐞 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐏𝐫𝐨𝐜𝐞𝐬𝐬𝐢𝐧𝐠• Processed approximately 70-120 written requests timely and accurately while providing quality customer service.• Delivered 20-30 effective written and verbal communications to appropriate business partners and customers when requests were not in good order.𝐑𝐞𝐩𝐨𝐫𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 & 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐯𝐞 𝐃𝐮𝐭𝐢𝐞𝐬• Analyzed supporting documents to confirm legal requirements have been met.• Completed 2 daily administrative records documenting time spent on different processes.

Smithfield, Rhode Island, United States

Thrived in a fast-paced client service role, exceeding productivity goals while exceeding expectations. Acted as a trusted resource for financial advisors and shareholders, proactively identifying needs and offering solutions.𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐥𝐢𝐞𝐧𝐭 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 (𝐏𝐡𝐨𝐧𝐞 & 𝐄𝐦𝐚𝐢𝐥):• Answered 60+ inquiries daily regarding accounts, products, and services.• Handled monetary transactions, account updates, and explained processing requirements to Fidelity's Highest Net worth Advisors and Shareholders.𝐂𝐡𝐚𝐦𝐩𝐢𝐨𝐧𝐞𝐝 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 & 𝐓𝐞𝐚𝐦𝐰𝐨𝐫𝐤:• Independently mastered processing skills to off-load tasks during peak volume.• Proactively created How-To guides to equip colleagues with essential knowledge.• Developed a productivity tracker for efficient time management, exceeding productivity goals by 13%.

Smithfield, Rhode Island, United States

Built strong relationships with members at Navigant Credit Union, exceeding goals for new account openings and exceeding sales targets. Acted as a financial services advisor, guiding members towards the right products and services.𝐍𝐞𝐰 𝐌𝐞𝐦𝐛𝐞𝐫 𝐎𝐧𝐛𝐨𝐚𝐫𝐝𝐢𝐧𝐠 & 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭:• Opened and maintained 15-30 new member accounts daily.• Processed various account types (share, draft, certificates, IRAs, etc.)𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞:• Identified member needs and actively cross-sold credit union products and services.• Originated, underwrote, and closed 10+ consumer loans daily.𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 & 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲:• Conducted 50+ daily operational teller transactions.• Maintained security and compliance with Credit Union Security Plan.

Bachelor Of Arts - Ba, General Studies

Bachelor Of Arts - Ba, General Studies, Sophomore 2Nd Semester-Senior 1St Semester

Music Performance, Organ, Freshman - Sophomore 1St Semester