Rick S. Mcdaniel Email & Phone Number

Pittsburgh, Pennsylvania, Us

Launched a storytelling creative service platform (ScotchParlor.com) where I interview and share the stories of founders, creatives, and other inspiring individuals through podcasting, videography, photography, graphics, and website design. Balanced visual design and functionality for users to easily and quickly understand the type of media content they were about to experience. Strategize with clients’ business websites and their marketing needs to create, develop, and execute digital media solutions utilizing user flows, information architecture, UI design, and storytelling elements.

Walnut Creek, Ca, Us

Identified critical issues users were having with their software compliance platform. Worked with the stakeholders to understand their users, conducted a competitive analysis, heuristic analysis, surveys, user interviews, user flow diagrams, and solution recommendations.

New York, Ny, Us

Built and managed $10.5+ million dollars in investment assets. Built and established two new books of business for two new offices where I brought in $3.5+ million in assets. Developed a team environment in each of my offices to create a foundation for offering Private Client Services to high net-worth individuals. Created custom investment solutions, plans, and models based on my clients’ individual financial goals. Proactively called customers to inform them about a wide variety of financial service solutions that met their needs and deepened their customer experience. Maintained great relations with current clients to become their financial advisor of choice.

New York, Ny, Us

Assessed new and existing clients’ goals through financial opportunity meetings. Recommended the appropriate financial plan solutions in order to meet mass affluent clients’ needs. Consistently acquired, referred and managed over $1,000,000 in investments and banking assets every month. Created, organized and conducted financial seminars for prospective and current clients. Built a strategic partnership within three banking centers as a valued team member and referred clients to the appropriate partnership channels within Bank of America. Pro-actively built relationships by engaging in daily outbound calling to pre-selected Bank of America or Merrill Lynch customers to meet business objectives.

San Francisco, California, Us

Actively managed clients’ personal banking and investment portfolios by addressing all of their current and future financial needs. Referred and sold over $2,700,000 in investments in 2009. Consistently profiled clients and prospects in order to provide the perfect product and services and/or referring customers to senior financial partners. 2009 recipient of the Frederick Lipman Award. Motivated other team members to increase productivity to accomplish department daily goals by coaching and providing positive feedback which increased productivity for the branch.

Springboard Ui/Ux Design Career Track, Certification

Bachelor'S Degree, Finance