Daniel Carman Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Chicago, Il, Us

- Cultivated and maintained relationships with high net worth investors, understanding their financial goals and tailoring services to align with their investment objectives.- Successfully implemented sales strategies resulting in a 10% average continuous month-over-month growth in revenue.- Demonstrated a proactive approach to identify and capitalize on sales opportunities by using HubSpot and Salesforce.- Leveraged in-depth knowledge of options trading to effectively communicate value propositions and tailor solutions to meet the unique needs of this specialized market segment.- Implemented data-driven insights to optimize sales processes, improve targeting, and enhance overall sales performance.- Successfully executed cross-selling initiatives, capitalizing on opportunities to introduce additional products and services to existing clients.- Effectively worked with cross-functional teams to gather prospect information to transition to client status.- Remote consultation to self-directed clients on trading Options, Stock, and Cryptocurrency.

Us

- Elevated from Active Trader Service Specialist to Platinum Client Executive for ability to take on additional responsibilities; solving pain points resulting in increased CSAT and NPS for team.- Employed FINRA licenses Series 7, 63, and 3 to assist clients with Stock, Options, Futures and Mutual Fund trade executions and guidance through industry regulations.- Proven ability to attract new assets, contributing to a cumulative increase of over $35 million through strategic client acquisition and relationship building.- Exceeded company goals by achieving a remarkable customer retention rate of over 94%, demonstrating exceptional skills in fostering client loyalty and satisfaction.- Selected by leadership to support the risk team in effectively managing client pin risk during options expiry, showcasing expertise in risk management within the financial sales realm.

Us

- Thrived in fast-paced call center environment for mid to high net worth clients, averaging 75 calls a day while keeping call resolution under 8 minutes.- Utilizing FINRA licenses Series 7, 63, and 3 to assist clients with Options, Stock and Mutual Fund trade executions.- Gathered Voice of Customer feedback to categorize reoccurring pain points and collaborated with development team to ease the transition to E*TRADE's new trading platform from a user perspective.- Lead initiatives to exceptional asset retention by creating and employing processes to increase client satisfaction metrics, surpassing industry standards and demonstrating a steadfast commitment to E*TRADE and clients.- Actively engaged in cross-training initiatives, successfully bridging technological gaps for less tech-savvy colleagues and enhancing overall team efficiency.

- Obtained FINRA Series 7, 63 licenses within 90 days.- Obtained FINRA Series 3 license within one year of start date.- Acquired in-depth expertise in the company's systems, technology, and troubleshooting techniques, becoming a go-to resource regularly consulted by leadership for insights and solutions.

Bachelor Of Science - Bs, Business Management And Entrepreneurship

Bachelor Of Science - Bs, Financial Planning