Daniel Grinberg, Mba Email & Phone Number

Berkeley Heights, Nj, Us

Springfield, New Jersey, United States

- Gather required documentation needed to process on-boarding of new clients and serve as liaison between bank Trust Advisors in accordance bank compliance and applicable state laws - Monitor the account opening process from beginning to end to maintain accountability and ensure prompt funding and disbursements to clients- Proven accountability and success in handling high-end transactions totaling a million dollars on a regular basis while managing other deadlines- Serve as a… Show more - Gather required documentation needed to process on-boarding of new clients and serve as liaison between bank Trust Advisors in accordance bank compliance and applicable state laws - Monitor the account opening process from beginning to end to maintain accountability and ensure prompt funding and disbursements to clients- Proven accountability and success in handling high-end transactions totaling a million dollars on a regular basis while managing other deadlines- Serve as a primary point of contact for Plaintiff Attorneys and clients to prepare RFP documentation and models utilizing proprietary company software to illustrate Trust investments and disbursements - Navigate investment PortfolioView in order to accurately and efficiently field requests and report client account information for a portfolio of over 400 trust accounts with an aggregate net worth of over $600,000,000- Communicate with clients to work with third party professionals (Real Estate Agents, Real Estate Managers, CPAs, Attorneys, Court Officials, and Investment Managers) to enable a seamless customer experience for clients-Consult with clients on bank processes, systems, procedures, and administrative policies regarding the application of Medicaid benefits, Special Needs Trust, Structured Settlement Trust, and Simple/Complex Trusts - Assist clients with enrollment in health/dental benefits through the Healthcare.gov Insurance Marketplace and work with multiple parties to facilitate monthly premium payments- Use system queries and account reviews to proactively identify the existence of exceptions and worked with the Advisors to take the appropriate steps to eliminate, mitigate and or escalate same, while also tracking progress and verifying for accuracy Show less

Springfield, New Jersey, United States

- Performed receptionist tasks including but not limited to: answering/forwarding incoming phone calls, providing basic and accurate information to clients, updating calendars, scheduling meetings, transcribing messages, and re-stocking office supplies - Maintained and organized electronic and paper copies of client files- Assembled additional marketing and convention materials for distribution to prospective clients- Provided assistance with client and prospect meeting materials

Summit, New Jersey, United States

-Assisted veterinarians with appointments, minor procedures, and day-to-day functions of the animal hospital-Responsible for communicating directly with clients regarding the health of their animals and relaying pertinent information to the appropriate veterinarian -Developed strong working knowledge of Cornerstone Practice Management Software-Performed supplemental receptionist duties as needed

Master Of Business Administration - Mba, Finance, Business Analytics

Bachelor'S Degree, Economics

Bachelor'S Degree, Economics

Activities and Societies: Alpha Kappa Lambda Fraternity - Vice President - Operations (2013-2014) - Vice President - Internal Affairs.