Kayla Daniel Email & Phone Number

San Diego, California

Securities and Investment Advisory services offered through DFPG Investments, Inc., member FINRA/SIPC www.finra.org www.sipc.org“Third-party posts that appear on this social media site have not be reviewed or approved by DFPG Investments, Inc. or its principals for completeness or accuracy. Additionally, it should be noted the information that has been.

Greater Atlanta Area

• Member of a team of Financial Advisors managing more than $1 billion in assets
• Spearheaded the team’s mortgage division creating leads and assisting clients through the mortgage process
• Directed client expansion strategies through cold calling and researching CEOs of multinational corporations
• Marketed J.P. Morgan’s products and services

University Of Miami

• Liaison between 200 members, national office, e-board and advisor
• Oversaw all financial transactions and event planning

Miami/Fort Lauderdale Area

• Developed sales leads working with over 80 clients
• Assisted in product development for web-based game “The Training Game”
• Performed in-depth research on workforce development and audited financial statements
• Implemented marketing and social media campaigns

• Reinforced academic and social success skills for student-athletes

• Recruited, trained, monitored and provided ongoing support to PACE volunteers
• Tutored math and reading to over 40 at-risk students

Cleveland/Akron, Ohio Area

• Researched and analyzed competitive intelligence for hundreds of competitors

Ms In Real Estate, Real Estate Finance And Investment

Bachelor'S Degree, International Finance And Marketing, Senior Gpa: 3.88

Activities and Societies: University of Miami Women’s Club Soccer and Intramural Soccer.