Daniel Marshall

Daniel Marshall Email and Phone Number

Client Services Associate @ Lund Wealth Management
New Bedford, MA, US
Daniel Marshall's Location
New Bedford, Massachusetts, United States, United States
About Daniel Marshall

Efficiency-Driven Financial Operations Professional with ๐Ÿ“+ ๐ฒ๐ž๐š๐ซ๐ฌ of experience in the financial services industry. I help companies ensure accuracy, efficiency, and exceptional client service across various financial processes.Some examples include: 1. Resolved and settled an average of ๐Ÿ๐Ÿ๐ŸŽ ๐๐’๐‚๐‚ ๐ญ๐ซ๐š๐๐ž ๐ซ๐ž๐ฃ๐ž๐œ๐ญ๐ฌ ๐ฉ๐ž๐ซ ๐ฆ๐จ๐ง๐ญ๐ก.2. Achieved a ๐Ÿ—๐Ÿ—% ๐ž๐ซ๐ซ๐จ๐ซ-๐Ÿ๐ซ๐ž๐ž rate of inputting/assembling tax returns for ๐Ÿ”๐Ÿ“๐ŸŽ ๐œ๐ฅ๐ข๐ž๐ง๐ญ๐ฌ at Ann Borges LLC.3. Boosted advisor and team productivity by ๐Ÿ•% through ๐ฐ๐จ๐ซ๐ค๐Ÿ๐ฅ๐จ๐ฐ ๐ข๐ฆ๐ฉ๐ซ๐จ๐ฏ๐ž๐ฆ๐ž๐ง๐ญ๐ฌ ๐š๐ง๐ ๐ค๐ง๐จ๐ฐ๐ฅ๐ž๐๐ ๐ž-๐ฌ๐ก๐š๐ซ๐ข๐ง๐  ๐ข๐ง๐ข๐ญ๐ข๐š๐ญ๐ข๐ฏ๐ž๐ฌ at Fidelity Investments.I get excited about opportunities where I can leverage my skills to ๐จ๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐ž ๐ฉ๐ซ๐จ๐œ๐ž๐ฌ๐ฌ๐ž๐ฌ, ๐ž๐ง๐ฌ๐ฎ๐ซ๐ž ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ, and ๐๐ž๐ฅ๐ข๐ฏ๐ž๐ซ ๐ž๐ฑ๐œ๐ž๐ฉ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐š๐ง๐ ๐ฉ๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ๐ข๐ณ๐ž๐ ๐ฌ๐ž๐ซ๐ฏ๐ข๐œ๐ž for the best possible ๐œ๐ฅ๐ข๐ž๐ง๐ญ ๐ž๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž.I'm always eager to connect with new people, please feel free to reach out to me at: ๐Ÿ“งdbmarshall@gmail.com๐Ÿ“ž401-288-7172

Daniel Marshall's Current Company Details
Lund Wealth Management

Lund Wealth Management

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Client Services Associate
New Bedford, MA, US
Daniel Marshall Work Experience Details
  • Lund Wealth Management
    Client Services Associate
    Lund Wealth Management
    New Bedford, Ma, Us
  • Guided Wealth, Llc
    Chief Operating Officer & Director Of Financial Strategies
    Guided Wealth, Llc Apr 2024 - Present
  • St. Anthony Of Padua Parish
    Director Of Sacred Music And Choirs, Organist
    St. Anthony Of Padua Parish Jul 2023 - Present
    New Bedford, Massachusetts, United States
    As the Director of Sacred Music, I am responsible for a two areas of focus:๐‹๐ž๐š๐ ๐–๐จ๐ซ๐ฌ๐ก๐ข๐ฉ ๐“๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐Œ๐ฎ๐ฌ๐ข๐œ:โ€ข Curated music for liturgical celebrations, ensuring high-quality experiences for parishioners.โ€ข Scheduled and trained over 8 music ministers, enhancing liturgy participation.โ€ข Directed parish vocal ensembes, fostering a vibrant musical community.โ€ข Prepared cantors, choir members, and musicians for all liturgies, guaranteeing musical excellence.โ€ข Provided organ accompaniment for 1 Saturday Vigil Mass, and 3 Sunday Morning Masses (1 English, 1 Spanish, 1 Portuguese). ๐’๐ญ๐ซ๐ž๐š๐ฆ๐ฅ๐ข๐ง๐ž๐ ๐…๐ฎ๐ง๐ž๐ซ๐š๐ฅ & ๐–๐ž๐๐๐ข๐ง๐  ๐Œ๐ฎ๐ฌ๐ข๐œ:โ€ข Provided expert organ accompaniment for 20+ funeral liturgies.โ€ข 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:๐Œ๐š๐ข๐ง๐ญ๐š๐ข๐ง๐ž๐ & ๐ƒ๐ž๐ฏ๐ž๐ฅ๐จ๐ฉ๐ž๐ ๐Œ๐ฎ๐ฌ๐ข๐œ๐š๐ฅ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž:โ€ข Continuously honed skills in voice, conducting, and performance instruments.โ€ข Mastered new music repertoire, expanding our musical offerings.๐‹๐ข๐Ÿ๐ž๐ฅ๐จ๐ง๐  ๐‹๐ž๐š๐ซ๐ง๐ž๐ซ:โ€ข Pursued ongoing education in organ, choral directing & vocal pedagogy.โ€ข Stayed current with music, liturgy, and pastoral trends through research and conferences.โ€ข Actively engaged with professional organizations to further my knowledge.
  • Ann M Borges, Llc
    Tax Associate
    Ann M Borges, Llc Jan 2024 - Sep 2024
    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.๐“๐š๐ฑ ๐‘๐ž๐ ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž & ๐ƒ๐š๐ญ๐š ๐„๐ง๐ญ๐ซ๐ฒ:โ€ข Prepared and inputted tax data, ensuring meticulous review before final filing.โ€ข Maintained in-depth knowledge of federal and state tax regulations for accurate client return preparation.โ€ข Safeguarded client tax return integrity by conducting thorough accuracy checks and verifying printed invoices against system data.๐’๐ญ๐ซ๐ž๐š๐ฆ๐ฅ๐ข๐ง๐ž๐ ๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž:โ€ข Assembled completed returns for client pick-up, contributing to a 98% client satisfaction rating.โ€ข Maintained organized client files and ensured data security.
  • Ss&C Technologies
    Nscc Support Representative Ii
    Ss&C Technologies Nov 2022 - Sep 2024
    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:๐„๐ง๐ฌ๐ฎ๐ซ๐ž๐ ๐“๐ข๐ฆ๐ž๐ฅ๐ฒ & ๐€๐œ๐œ๐ฎ๐ซ๐š๐ญ๐ž ๐“๐ซ๐š๐๐ž ๐’๐ž๐ญ๐ญ๐ฅ๐ž๐ฆ๐ž๐ง๐ญ๐ฌ:โ€ข Resolved an impressive 120+ NSCC trade rejects monthly, achieving an 84% on-time settlement success rate through proactive communication and quality control.๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ž๐ ๐„๐ฑ๐œ๐ž๐ฉ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž:โ€ข Provided expert phone and email support to back-offices and clients, resolving ACAT rejects before deadlines for seamless transactions.โ€ข Acted as a trusted partner, offering ongoing operational assistance to internal and external teams.๐๐’๐‚๐‚ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ:โ€ข Leveraged in-depth knowledge to identify and resolve transaction issues proactively, liaising with back-offices and brokers when needed.โ€ข Empowered colleagues by providing expert information on NSCC services, procedures, and transaction statuses.๐‚๐ก๐š๐ฆ๐ฉ๐ข๐จ๐ง๐ž๐ ๐ƒ๐š๐ญ๐š ๐€๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ:โ€ข Maintained a remarkable 99%+ accuracy rate through rigorous self and peer quality control measures.๐…๐จ๐ฌ๐ญ๐ž๐ซ๐ž๐ ๐‚๐จ๐ฅ๐ฅ๐š๐›๐จ๐ซ๐š๐ญ๐ข๐จ๐ง:โ€ข Acted as a collaborative team player, readily assisting colleagues with trade inquiries (12+ per week on average).โ€ข Contributed to efficient trade settlements through seamless teamwork.
  • St. Joseph'S And St. Michael'S Parishes
    Director Of Sacred Music
    St. Joseph'S And St. Michael'S Parishes Jan 2020 - Jun 2023
    Fall River, Massachusetts, United States
    As the Director of Sacred Music, I was responsible for a two areas of focus:๐‹๐ž๐š๐ ๐–๐จ๐ซ๐ฌ๐ก๐ข๐ฉ ๐“๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐Œ๐ฎ๐ฌ๐ข๐œ:โ€ข Curated music for liturgical celebrations, ensuring high-quality experiences for parishioners.โ€ข Scheduled and trained over 10 music ministers, enhancing liturgy participation.โ€ข Directed parish vocal ensembes, fostering a vibrant musical community.โ€ข Prepared cantors, choir members, and musicians for all liturgies, guaranteeing musical excellence.โ€ข Provided organ accompaniment for 1 Saturday Vigil Mass, and 3 Sunday Morning Masses (2 English and 1 Portuguese). ๐’๐ญ๐ซ๐ž๐š๐ฆ๐ฅ๐ข๐ง๐ž๐ ๐…๐ฎ๐ง๐ž๐ซ๐š๐ฅ & ๐–๐ž๐๐๐ข๐ง๐  ๐Œ๐ฎ๐ฌ๐ข๐œ:โ€ข Provided expert organ accompaniment for 10+ funeral liturgies.โ€ข 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:๐Œ๐š๐ข๐ง๐ญ๐š๐ข๐ง๐ž๐ & ๐ƒ๐ž๐ฏ๐ž๐ฅ๐จ๐ฉ๐ž๐ ๐Œ๐ฎ๐ฌ๐ข๐œ๐š๐ฅ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž:โ€ข Continuously honed skills in voice, conducting, and performance instruments.โ€ข Mastered new music repertoire, expanding our musical offerings.๐‹๐ข๐Ÿ๐ž๐ฅ๐จ๐ง๐  ๐‹๐ž๐š๐ซ๐ง๐ž๐ซ:โ€ข Pursued ongoing education in organ, choral directing & vocal pedagogy.โ€ข Stayed current with music, liturgy, and pastoral trends through research and conferences.โ€ข Actively engaged with professional organizations to further my knowledge.
  • Fidelity Investments
    Senior Representative
    Fidelity Investments Sep 2021 - Sep 2022
    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:๐‡๐ข๐ ๐ก-๐•๐จ๐ฅ๐ฎ๐ฆ๐ž ๐“๐ซ๐š๐ง๐ฌ๐š๐œ๐ญ๐ข๐จ๐ง ๐๐ซ๐จ๐œ๐ž๐ฌ๐ฌ๐ข๐ง๐ โ€ข Processed approximately 70-120 written requests timely and accurately while providing quality customer service.โ€ข Delivered 20-30 effective written and verbal communications to appropriate business partners and customers when requests were not in good order.๐‘๐ž๐ฉ๐จ๐ซ๐ญ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ & ๐€๐๐ฆ๐ข๐ง๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐ข๐ฏ๐ž ๐ƒ๐ฎ๐ญ๐ข๐ž๐ฌโ€ข Analyzed supporting documents to confirm legal requirements have been met.โ€ข Completed 2 daily administrative records documenting time spent on different processes.
  • Fidelity Investments
    Associate Representative
    Fidelity Investments Jul 2020 - Sep 2021
    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.๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ž๐ ๐„๐ฑ๐œ๐ž๐ฉ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ (๐๐ก๐จ๐ง๐ž & ๐„๐ฆ๐š๐ข๐ฅ):โ€ข Answered 60+ inquiries daily regarding accounts, products, and services.โ€ข Handled monetary transactions, account updates, and explained processing requirements to Fidelity's Highest Net worth Advisors and Shareholders.๐‚๐ก๐š๐ฆ๐ฉ๐ข๐จ๐ง๐ž๐ ๐„๐Ÿ๐Ÿ๐ข๐œ๐ข๐ž๐ง๐œ๐ฒ & ๐“๐ž๐š๐ฆ๐ฐ๐จ๐ซ๐ค:โ€ข Independently mastered processing skills to off-load tasks during peak volume.โ€ข Proactively created How-To guides to equip colleagues with essential knowledge.โ€ข Developed a productivity tracker for efficient time management, exceeding productivity goals by 13%.
  • Navigant Credit Union
    Member Service Representative
    Navigant Credit Union Nov 2017 - Nov 2019
    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.๐๐ž๐ฐ ๐Œ๐ž๐ฆ๐›๐ž๐ซ ๐Ž๐ง๐›๐จ๐š๐ซ๐๐ข๐ง๐  & ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ:โ€ข Opened and maintained 15-30 new member accounts daily.โ€ข Processed various account types (share, draft, certificates, IRAs, etc.)๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž:โ€ข Identified member needs and actively cross-sold credit union products and services.โ€ข Originated, underwrote, and closed 10+ consumer loans daily.๐Ž๐ฉ๐ž๐ซ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐„๐Ÿ๐Ÿ๐ข๐œ๐ข๐ž๐ง๐œ๐ฒ & ๐’๐ž๐œ๐ฎ๐ซ๐ข๐ญ๐ฒ:โ€ข Conducted 50+ daily operational teller transactions.โ€ข Maintained security and compliance with Credit Union Security Plan.

Daniel Marshall Education Details

Frequently Asked Questions about Daniel Marshall

What company does Daniel Marshall work for?

Daniel Marshall works for Lund Wealth Management

What is Daniel Marshall's role at the current company?

Daniel Marshall's current role is Client Services Associate.

What schools did Daniel Marshall attend?

Daniel Marshall attended Southern New Hampshire University, Providence College, Rhode Island College.

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