Terrence Daniel Email & Phone Number

New York, New York

Experienced in financial products including spot currency, gold, and silver retail trading marketsResponsible for the acquisition of new self- directed trading accounts acquiring over $3 million in initial retail depositsMaintained relationships with clients to extend trading life and market additional services, which contributed to nearly $1 million in added depositsPerformed managerial duties for over 30 representatives including monitoring sales conversations for quality and compliance to maximize departmental goals Team Lead on projects dedicated to expanding business overseas and creating satellite officesInstructed new hires in sales strategies, Salesforce applications, and company proceduresTrained clients to navigate proprietary trading platforms using Windows and mobile devices Liaison to the sales and marketing department contributing to marketing campaigns, data compilation, and weekly reports to senior management

Responsible for developing retirement and financial plans for clients using comprehensive programs Worked with IRAs, Annuities, 401k, 403B, 529 plans, and life insurance policesPlanned client appreciation events and dinners to maintain and grow relationshipsDeveloped articles for publication in newsletters, magazines, and other media outlets

Responsible for the safety and supervision of over 600 residents within the residence hall and decreased incidents due to Care-front Policy and problem solving techniques Maintained active role in training over 50 RAs and hiring prospective RAs for future positions.Accomplished role model, mediator, and counselor for the overall betterment of residential life

Aided in absorbing 3,000 clients from a closing branch which saved millions in lifetime revenueFamiliar with interest rates, loan applications, financial statements, and mortgage refinancingRecruited interns for positions and trained three 3 interns to function within the work environmentAssisted with marketing campaigns in order to successfully and tastefully promote services