Daniel Marshall Email and Phone Number
Efficiency-Driven Financial Operations Professional with ๐+ ๐ฒ๐๐๐ซ๐ฌ 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 ๐๐๐ ๐๐๐๐ ๐ญ๐ซ๐๐๐ ๐ซ๐๐ฃ๐๐๐ญ๐ฌ ๐ฉ๐๐ซ ๐ฆ๐จ๐ง๐ญ๐ก.2. Achieved a ๐๐% ๐๐ซ๐ซ๐จ๐ซ-๐๐ซ๐๐ rate of inputting/assembling tax returns for ๐๐๐ ๐๐ฅ๐ข๐๐ง๐ญ๐ฌ at Ann Borges LLC.3. Boosted advisor and team productivity by ๐% through ๐ฐ๐จ๐ซ๐ค๐๐ฅ๐จ๐ฐ ๐ข๐ฆ๐ฉ๐ซ๐จ๐ฏ๐๐ฆ๐๐ง๐ญ๐ฌ ๐๐ง๐ ๐ค๐ง๐จ๐ฐ๐ฅ๐๐๐ ๐-๐ฌ๐ก๐๐ซ๐ข๐ง๐ ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐ข๐ฏ๐๐ฌ at Fidelity Investments.I get excited about opportunities where I can leverage my skills to ๐จ๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐ ๐ฉ๐ซ๐จ๐๐๐ฌ๐ฌ๐๐ฌ, ๐๐ง๐ฌ๐ฎ๐ซ๐ ๐๐๐๐ฎ๐ซ๐๐๐ฒ, and ๐๐๐ฅ๐ข๐ฏ๐๐ซ ๐๐ฑ๐๐๐ฉ๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ง๐ ๐ฉ๐๐ซ๐ฌ๐จ๐ง๐๐ฅ๐ข๐ณ๐๐ ๐ฌ๐๐ซ๐ฏ๐ข๐๐ for the best possible ๐๐ฅ๐ข๐๐ง๐ญ ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐.I'm always eager to connect with new people, please feel free to reach out to me at: ๐งdbmarshall@gmail.com๐401-288-7172
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Client Services AssociateLund Wealth ManagementNew Bedford, Ma, Us -
Chief Operating Officer & Director Of Financial StrategiesGuided Wealth, Llc Apr 2024 - Present
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Director Of Sacred Music And Choirs, OrganistSt. Anthony Of Padua Parish Jul 2023 - PresentNew Bedford, Massachusetts, United StatesAs the Director of Sacred Music, I am responsible for a two areas of focus:๐๐๐๐ ๐๐จ๐ซ๐ฌ๐ก๐ข๐ฉ ๐๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐๐ฎ๐ฌ๐ข๐:โข Curated music for liturgical celebrations, ensuring high-quality experiences for parishioners.โข Scheduled and trained over 8 music ministers, enhancing liturgy participation.โข Directed parish vocal ensembes, fostering a vibrant musical community.โข Prepared cantors, choir members, and musicians for all liturgies, guaranteeing musical excellence.โข Provided organ accompaniment for 1 Saturday Vigil Mass, and 3 Sunday Morning Masses (1 English, 1 Spanish, 1 Portuguese). ๐๐ญ๐ซ๐๐๐ฆ๐ฅ๐ข๐ง๐๐ ๐ ๐ฎ๐ง๐๐ซ๐๐ฅ & ๐๐๐๐๐ข๐ง๐ ๐๐ฎ๐ฌ๐ข๐:โข Provided expert organ accompaniment for 20+ funeral liturgies.โข 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:๐๐๐ข๐ง๐ญ๐๐ข๐ง๐๐ & ๐๐๐ฏ๐๐ฅ๐จ๐ฉ๐๐ ๐๐ฎ๐ฌ๐ข๐๐๐ฅ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐:โข Continuously honed skills in voice, conducting, and performance instruments.โข Mastered new music repertoire, expanding our musical offerings.๐๐ข๐๐๐ฅ๐จ๐ง๐ ๐๐๐๐ซ๐ง๐๐ซ:โข Pursued ongoing education in organ, choral directing & vocal pedagogy.โข Stayed current with music, liturgy, and pastoral trends through research and conferences.โข Actively engaged with professional organizations to further my knowledge.
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Tax AssociateAnn M Borges, Llc Jan 2024 - Sep 2024Dartmouth, Massachusetts, United StatesDelivered 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.๐๐๐ฑ ๐๐๐ ๐ฎ๐ฅ๐๐ญ๐ข๐จ๐ง ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐ & ๐๐๐ญ๐ ๐๐ง๐ญ๐ซ๐ฒ:โข Prepared and inputted tax data, ensuring meticulous review before final filing.โข Maintained in-depth knowledge of federal and state tax regulations for accurate client return preparation.โข Safeguarded client tax return integrity by conducting thorough accuracy checks and verifying printed invoices against system data.๐๐ญ๐ซ๐๐๐ฆ๐ฅ๐ข๐ง๐๐ ๐๐ฅ๐ข๐๐ง๐ญ ๐๐๐ซ๐ฏ๐ข๐๐:โข Assembled completed returns for client pick-up, contributing to a 98% client satisfaction rating.โข Maintained organized client files and ensured data security. -
Nscc Support Representative IiSs&C Technologies Nov 2022 - Sep 2024Quincy, Massachusetts, United StatesThis 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:๐๐ง๐ฌ๐ฎ๐ซ๐๐ ๐๐ข๐ฆ๐๐ฅ๐ฒ & ๐๐๐๐ฎ๐ซ๐๐ญ๐ ๐๐ซ๐๐๐ ๐๐๐ญ๐ญ๐ฅ๐๐ฆ๐๐ง๐ญ๐ฌ:โข Resolved an impressive 120+ NSCC trade rejects monthly, achieving an 84% on-time settlement success rate through proactive communication and quality control.๐๐๐ฅ๐ข๐ฏ๐๐ซ๐๐ ๐๐ฑ๐๐๐ฉ๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ฅ๐ข๐๐ง๐ญ ๐๐๐ซ๐ฏ๐ข๐๐:โข Provided expert phone and email support to back-offices and clients, resolving ACAT rejects before deadlines for seamless transactions.โข Acted as a trusted partner, offering ongoing operational assistance to internal and external teams.๐๐๐๐ ๐๐๐ซ๐ฏ๐ข๐๐๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ:โข Leveraged in-depth knowledge to identify and resolve transaction issues proactively, liaising with back-offices and brokers when needed.โข Empowered colleagues by providing expert information on NSCC services, procedures, and transaction statuses.๐๐ก๐๐ฆ๐ฉ๐ข๐จ๐ง๐๐ ๐๐๐ญ๐ ๐๐๐๐ฎ๐ซ๐๐๐ฒ:โข Maintained a remarkable 99%+ accuracy rate through rigorous self and peer quality control measures.๐ ๐จ๐ฌ๐ญ๐๐ซ๐๐ ๐๐จ๐ฅ๐ฅ๐๐๐จ๐ซ๐๐ญ๐ข๐จ๐ง:โข Acted as a collaborative team player, readily assisting colleagues with trade inquiries (12+ per week on average).โข Contributed to efficient trade settlements through seamless teamwork. -
Director Of Sacred MusicSt. Joseph'S And St. Michael'S Parishes Jan 2020 - Jun 2023Fall River, Massachusetts, United StatesAs the Director of Sacred Music, I was responsible for a two areas of focus:๐๐๐๐ ๐๐จ๐ซ๐ฌ๐ก๐ข๐ฉ ๐๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐๐ฎ๐ฌ๐ข๐:โข Curated music for liturgical celebrations, ensuring high-quality experiences for parishioners.โข Scheduled and trained over 10 music ministers, enhancing liturgy participation.โข Directed parish vocal ensembes, fostering a vibrant musical community.โข Prepared cantors, choir members, and musicians for all liturgies, guaranteeing musical excellence.โข Provided organ accompaniment for 1 Saturday Vigil Mass, and 3 Sunday Morning Masses (2 English and 1 Portuguese). ๐๐ญ๐ซ๐๐๐ฆ๐ฅ๐ข๐ง๐๐ ๐ ๐ฎ๐ง๐๐ซ๐๐ฅ & ๐๐๐๐๐ข๐ง๐ ๐๐ฎ๐ฌ๐ข๐:โข Provided expert organ accompaniment for 10+ funeral liturgies.โข 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:๐๐๐ข๐ง๐ญ๐๐ข๐ง๐๐ & ๐๐๐ฏ๐๐ฅ๐จ๐ฉ๐๐ ๐๐ฎ๐ฌ๐ข๐๐๐ฅ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐:โข Continuously honed skills in voice, conducting, and performance instruments.โข Mastered new music repertoire, expanding our musical offerings.๐๐ข๐๐๐ฅ๐จ๐ง๐ ๐๐๐๐ซ๐ง๐๐ซ:โข Pursued ongoing education in organ, choral directing & vocal pedagogy.โข Stayed current with music, liturgy, and pastoral trends through research and conferences.โข Actively engaged with professional organizations to further my knowledge.
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Senior RepresentativeFidelity Investments Sep 2021 - Sep 2022Smithfield, Rhode Island, United StatesAs 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:๐๐ข๐ ๐ก-๐๐จ๐ฅ๐ฎ๐ฆ๐ ๐๐ซ๐๐ง๐ฌ๐๐๐ญ๐ข๐จ๐ง ๐๐ซ๐จ๐๐๐ฌ๐ฌ๐ข๐ง๐ โข Processed approximately 70-120 written requests timely and accurately while providing quality customer service.โข Delivered 20-30 effective written and verbal communications to appropriate business partners and customers when requests were not in good order.๐๐๐ฉ๐จ๐ซ๐ญ ๐๐ง๐๐ฅ๐ฒ๐ฌ๐ข๐ฌ & ๐๐๐ฆ๐ข๐ง๐ข๐ฌ๐ญ๐ซ๐๐ญ๐ข๐ฏ๐ ๐๐ฎ๐ญ๐ข๐๐ฌโข Analyzed supporting documents to confirm legal requirements have been met.โข Completed 2 daily administrative records documenting time spent on different processes. -
Associate RepresentativeFidelity Investments Jul 2020 - Sep 2021Smithfield, Rhode Island, United StatesThrived 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.๐๐๐ฅ๐ข๐ฏ๐๐ซ๐๐ ๐๐ฑ๐๐๐ฉ๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ฅ๐ข๐๐ง๐ญ ๐๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ (๐๐ก๐จ๐ง๐ & ๐๐ฆ๐๐ข๐ฅ):โข Answered 60+ inquiries daily regarding accounts, products, and services.โข Handled monetary transactions, account updates, and explained processing requirements to Fidelity's Highest Net worth Advisors and Shareholders.๐๐ก๐๐ฆ๐ฉ๐ข๐จ๐ง๐๐ ๐๐๐๐ข๐๐ข๐๐ง๐๐ฒ & ๐๐๐๐ฆ๐ฐ๐จ๐ซ๐ค:โข Independently mastered processing skills to off-load tasks during peak volume.โข Proactively created How-To guides to equip colleagues with essential knowledge.โข Developed a productivity tracker for efficient time management, exceeding productivity goals by 13%. -
Member Service RepresentativeNavigant Credit Union Nov 2017 - Nov 2019Smithfield, Rhode Island, United StatesBuilt 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.๐๐๐ฐ ๐๐๐ฆ๐๐๐ซ ๐๐ง๐๐จ๐๐ซ๐๐ข๐ง๐ & ๐๐๐๐จ๐ฎ๐ง๐ญ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ:โข Opened and maintained 15-30 new member accounts daily.โข Processed various account types (share, draft, certificates, IRAs, etc.)๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ซ๐ฏ๐ข๐๐๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐:โข Identified member needs and actively cross-sold credit union products and services.โข Originated, underwrote, and closed 10+ consumer loans daily.๐๐ฉ๐๐ซ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐๐๐ข๐๐ข๐๐ง๐๐ฒ & ๐๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ:โข Conducted 50+ daily operational teller transactions.โข Maintained security and compliance with Credit Union Security Plan.
Daniel Marshall Education Details
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General Studies -
Sophomore 2Nd Semester-Senior 1St Semester -
Freshman - Sophomore 1St Semester
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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Daniel Marshall
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Daniel Marshall
Albany, New York Metropolitan Area1score.org2 +151827XXXXX
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1myncu.com
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Daniel Marshall
Davidson, Nc8gmail.com, gmail.com, rsa.com, emc.com, emc.com, hotmail.com, dell.com, fortressinfosec.com
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