Daniel Whitty

Client Services Administrator at RIA Advisors
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Contact Information
Location
Katy, Texas, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Administrator
      • Dec 2021 - Present
    • United States
    • Investment Management
    • 700 & Above Employee
    • Client Services Mentor
      • Mar 2020 - Dec 2021

    • Client Services Sr Associate
      • Jul 2019 - Dec 2021

    • Independent Computer Consultant
      • Jun 2014 - Jul 2019

      • Travel to homes and small commercial businesses to provide services such as virus removal, system optimization, home office setup, network setup, computer hardware upgrades, and general assistance; • Provide both on-site and remote services (via TeamViewer). • Travel to homes and small commercial businesses to provide services such as virus removal, system optimization, home office setup, network setup, computer hardware upgrades, and general assistance; • Provide both on-site and remote services (via TeamViewer).

    • Computer Manager, Lead Technician
      • Dec 2013 - Jul 2019

      • Manager of Downtown Houston location, responsible for all store operations and generating over $200,000 in annual revenue; • Generate weekly, monthly, and yearly reports to track store performance in order to make adjustments to daily operations; • Organize inventory, purchase orders, and transfers across several locations; • Communicate with corporate offices to manage services, invoices, and billing; • Execute all computer related repairs, covering both hardware and software solutions, on Windows and Apple computers; o Hardware: keyboards, touchpads, screens, I/O ports, batteries, HDDs & SSDs, WiFi & LAN adapters, DC-IN jacks, graphics cards and other PCI components, CPUs, RAM, motherboards; o Software (Windows 7, 8, 10 & MacOS): virus & malware removal, data recovery, account & password recovery, WiFi & LAN networking, operating system installation & troubleshooting, program troubleshooting; • Perform component-level motherboard repair on iPhones, iPads, and MacBooks utilizing design schematics; • Train new and current employees on repair techniques; • Use an online ticket system to manage inventory, track workorders, handle customer devices, and process transactions; • Design & maintain company website, business cards, and in-store slideshows; • Create, analyze, and manage both Google and Facebook ads via Google Analytics, Google Ads, and Facebook Ads Manager. Show less

    • United States
    • Restaurants
    • 1 - 100 Employee
    • IT & Social Media Consultant
      • Oct 2016 - Apr 2019

      • Physically maintain 12 iPads set up for public use; • Cut costs, improved efficiency, and increased gross profits by transitioning restaurant to Square POS; prior to that, maintained three computers to ensure minimal downtime of said computers and the Rocket POS system; • Curate and post content on the restaurant Facebook page. • Physically maintain 12 iPads set up for public use; • Cut costs, improved efficiency, and increased gross profits by transitioning restaurant to Square POS; prior to that, maintained three computers to ensure minimal downtime of said computers and the Rocket POS system; • Curate and post content on the restaurant Facebook page.

Education

  • University of Houston
    Bachelor of Science - BS, Economics
    2016 - 2018
  • Baylor University
    Computer Science & Business
    2011 - 2013
  • Strake Jesuit College Preparatory
    2007 - 2011

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