Managing Director, M Squared Consiulting

• Oct 2023 - Present

Senior Business Development Officer

• Apr 2020 - Present

Head of Advisor Experience and Business Development

• Jun 2019 - Apr 2020

Senior Vice President, Financial Advisor - Relationship Management and Business Development

• Oct 2016 - Jun 2019

We serve over 150 401(k) plans and their executives. Our goal is to provide premier client service to our institutional clients and their employees. Daniel Financial provides holistic financial planning to our individual clients. Our clients get the feel of working with a family office in the wealth management space. We serve over 150 401(k) plans and their executives. Our goal is to provide premier client service to our institutional clients and their employees. Daniel Financial provides holistic financial planning to our individual clients. Our clients get the feel of working with a family office in the wealth management space.

Managing Director of Distribution and Marketing for Asset Management and Captive Insurance

• Aug 2015 - Oct 2016

Head of Sales focused on onshore and offshore clients. Assumed accountability and authority, maintaining P&L, product development and sales/marketing responsibility for the business . - Established and nurtured influential new and existing relationships with Registered Investment Advisors and Family Offices - Collaborated closely with colleagues and founders to assess market trends, examine new product lines and implemented strategic marketing and sales programs - Represented company as senior management at trade shows, industry events and conferences, including regular travel to establish a brand and acquire new contacts Show less

Senior Financial Advisor, Producing Sales Manager

• Mar 2012 - Mar 2015

- Provided expert wealth management solutions that accounted for $180 million in assets- Delivered superior investment direction that resulted in an increase of net new money by $30 million in 12 months- Established trusting client relationships based on strategies meeting their specific financial goals through goals based plan and risk assessment tools- Hosted UHNW client acquisition events monthly to strengthen and grow client relationships

Regional Sales Manager - Mid Atlantic Region, Global Wealth Management

• Mar 2012 - Mar 2015

- Demonstrated outstanding leadership qualities in training, mentoring and coaching producers andsupport staff to ensure smooth adoption of important strategic initiatives- Directly responsible for coordinating all internal and external strategic partner relationships- Oversaw 49 Product Specialists responsible for Mid Atlantic Region- Directly responsible for all collaboration across all businesses: Private Banking, Investment Banking, Commercial Banking and US Trust- Achieved #1 ranking in Partnering and Collaboration for Global Wealth Management in 2012- Spearheaded Client Management Process across all businesses to achieve #1 in ranking in business growth and strengthening client relationships Show less

Divisional Sales Manager - East, Private Banking and Investment Group

• Jun 2008 - May 2012

- Formulated strategies and action plan to maximize the business growth of 85 Private Wealth Advisors- Achieved increase in balaces from $329 million to $1.3 billion in 12 months- Spearheaded cross-functional initiative to achieve #1 ranking in Partnering and Collaboration across the enterprise through one-on-one team client review meetings- Demonstrated outstanding leadership qualities in training, mentoring and coaching producers for the Private Banking and Investment Group's Accreditation and Assesment Programs- Responsible for Family Office relationships with clients in the Eastern Division Show less

Divisional Sales Manager for the West

• Jun 1998 - Jun 2008

- Directly responsible for all Investment Management relationships in the Western Division- Collaborated with Merrill Lynch Corporate to drive and execute on all Strategic Product Initiatives- Hosted all Ultra High Net Worth client events- Directly responsible for collaboration with Investment Banking and Client Coverage Group - Designed and coordinated all producer training at all levels of production- Responsible for all Community Involvement Initiatives; Board Member of Symphonic in support of San Francisco Symphony, San Francisco Zoo fundraising, Asian Art Museum, San Francisco Museum of Modern Art fundraising, San Francisco Opera fundraising and Omen Annual Gala- Responsible for collaboration between Private Banking Group and Wealth Management- Responsible for Accreditation Program in partnership with Private Banking and Investment Banking Show less

Vice President, Senior Financial Advisor

• Sep 1997 - Jun 1998

- Provided Walth Management Solutions to clients and business owners- Responsible for corporate cash, lending, and banking solutions- Covered all Institutional client relationships and delivered deferred compensation programs, retirement plan solutions, and defined benefit plans

401(k) Product Management and Marketing

• Jun 1992 - Sep 1997

Head of Product and MarketingSupervisor of Internal Marketing Desk401(k) Sales, Northeast