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Foreign Exchange SpecialistGain Capital Group Llc Jun 2006 - Apr 2012New York, New YorkExperienced 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
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Junior Advisor Trainee/InternConnington Wealth Management Group Lpl Jan 2005 - Jan 2006Responsible 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
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Resident AssistantSeton Hall University 2003 - 2006Responsible 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 -
Marketing InternAllied Home Mortgage Apr 2005 - Sep 2005Aided 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
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Frequently Asked Questions about Terrence Daniel
What is Terrence Daniel's role at the current company?
Terrence Daniel's current role is -.
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Terrence Daniel's email address is tk****@****hoo.com
What schools did Terrence Daniel attend?
Terrence Daniel attended Seton Hall University.
What skills is Terrence Daniel known for?
Terrence Daniel has skills like Financial Analysis, Economics, Microsoft Excel, Powerpoint, Microsoft Office, Investments, Data Analysis, Portfolio Management.
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Terrence Daniel
Employee Relations Representative At City And County Of San Francisco - Human Services AgencySan Francisco, Ca -
1gregmayhonda.com
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