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:

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%.
• 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.
• 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:

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:

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.
• 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.
• 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.
• 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.

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