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Spencer Daniel is listed as MBA Graduate Student based in Keller, Texas, United States. AeroLeads shows a matched LinkedIn profile for Spencer Daniel.
Spencer Daniel previously worked as Financial Services Consultant at Tiaa and Health Savings Account Planner and Trader at Fidelity Investments. Spencer Daniel holds Master Of Business Administration - Mba, Business Administration And Management, Organizational Development And Leadership, Current Gpa 4.0 from University Of Texas At Tyler.
Spencer Daniel is a MBA Graduate Student.
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Lewisville, Texas, United States
Conducted comprehensive financial education for clients Educated clients on investment strategies and financial planning Analyzed clients' financial goals and provided tailored educational solutions Ensured compliance with industry regulations and company policies
Westlake Texas
Conducted consultative planning discussions with clients for future goals Serviced Health Savings Account by educating clients on taxes and IRS rules Managed full-service brokerage account for securities trading
Westlake, Texas, United States
Handled Defined Contribution Service Calls Managed Tax Exempt Market Service Calls Conducted Cross Vendor Services Calls Served as Subject Matter Expert for TEM Provided Peer Guidance for TEM and New Hire Cohort
Bluemound, Texas, United States
Completed data entries and incident reports Prevented theft and ensured safety protocols
College: College of Liberal Arts and Social Sciences GPA: 3.26/4.0
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Spencer Daniel is listed as MBA Graduate Student.
Spencer Daniel is based in Keller, Texas, United States.
Spencer Daniel has worked for Tiaa, Fidelity Investments, and Atosc.
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Spencer Daniel holds Master Of Business Administration - Mba, Business Administration And Management, Organizational Development And Leadership, Current Gpa 4.0 from University Of Texas At Tyler.
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