Daniel Montoya-Uyen

Chief Education and Psychology Officer at Tradeana
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Contact Information
us****@****om
(386) 825-5501
Location
Lehi, Utah, United States, US
Languages
  • English Professional working proficiency
  • Spanish Native or bilingual proficiency

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Credentials

  • Leading and Managing the Whole Self
    LinkedIn
    Oct, 2020
    - Nov, 2024
  • Leveraging Your Relationship Capital
    LinkedIn
    Oct, 2020
    - Nov, 2024
  • Supporting the Whole Self at Work, a Diversity and Inclusion Imperative
    LinkedIn
    Oct, 2020
    - Nov, 2024
  • Working with Your Personal Strengths and Weaknesses
    LinkedIn
    Sep, 2020
    - Nov, 2024
  • Accident And Health Insurance License
    National Insurance Producer Registry

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Education and Psychology Officer
      • Jan 2022 - Present

    • Psychology Analyst
      • Sep 2020 - Present

      Evaluate and analyze the emotional and psychological aspects involved in market trading. Develope emotional and psychological tools for traders, to consolidate a strategic decision-making process.The Lion Risk Management is a company dedicated to improving the risk management efficiency of our clients through specialized software. Our company is oriented to developing specialized Risk Management Software to efficiently trade in several markets such as Stock, Options, Forex, Futures and Crypto Currencies, customizing your strategy. Show less

    • United States
    • Insurance Agencies and Brokerages
    • 700 & Above Employee
    • Sr Benefit Consultant
      • Sep 2020 - Present

    • Financial Services
    • 700 & Above Employee
    • General Manager
      • Nov 2018 - Sep 2020

      Manage overall store performance, build new business and maintain store profitability, increase sales by improving customers experience and creating b2b relationships, supervise account management activity on past due accounts, create strategies to exceed Company’s performance standards; oversee, train, coach, and develop all store team members on systems, policies, compliance, account management, recovery, and daily performance reports; supervise and maintain office security, ensure store complies with Company’s policies and procedures, local, state and federal laws, effective scheduling of store staff. Show less

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Collections Manager
      • Aug 2017 - Oct 2018

      Supervise employees performances, ensure the company collection process works efficiently, minimize company's losses, analyze individual and department performance data, in charge of hiring and termination processes, make the department comply with federal and state law, report to General Manager, attend company meetings, organize department meetings, update department policies, scheduling, administrate auto-dialer (Five9), collaborate with company organizing different activities for employees, motivation activities for the department, diverse administrative duties. Employees under my supervision: 25 Show less

    • Customer Service and Collections Team Lead
      • Sep 2016 - Aug 2017

      Supervise and assist agents with general operations, build performance reports and metrics for immediate Supervisor, training new hires, assisting immediate Supervisor with administrative duties, taking Supervisor calls, helping with scheduling, have team and 1 on 1 meetings with employees, process debit card and ACH payments. Created a payment tracker platform on Excel to calculate real time individual and department performance. Employees under my supervision: 12

    • Territorial Manager
      • Aug 2015 - Sep 2016

      Supervise businesses that operate the company services, propose new strategies to maintain and increase the wires volume, offer and recruit new businesses to operate the company services, make daily reports to supervisor about businesses visits, maintain constant communication with businesses owners, solve any problems related to businesses operations, help businesses owners with daily bank deposits when it´s needed. Businesses under my supervision: 62. Supervise businesses that operate the company services, propose new strategies to maintain and increase the wires volume, offer and recruit new businesses to operate the company services, make daily reports to supervisor about businesses visits, maintain constant communication with businesses owners, solve any problems related to businesses operations, help businesses owners with daily bank deposits when it´s needed. Businesses under my supervision: 62.

    • Peru
    • Higher Education
    • 300 - 400 Employee
    • Professor
      • Jan 2011 - Jan 2013

      Design and teaching of undergraduate classes, evaluate and grade students, lecturing, counseling, e-learning. Design and teaching of undergraduate classes, evaluate and grade students, lecturing, counseling, e-learning.

Education

  • Westminster College
    Master of Arts - MA, Community Leadership
    2017 - 2020
  • Universidad Peruana de Ciencias Aplicadas
    2012 - 2013
  • Universidad Catolica de Santa Maria
    Bachelors, Psychology
    2002 - 2006

Community

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