Daniel Elliot Rosenthall, CFP
Aurora, Colorado 80016
Email: abmqyl@r.postjobfree.com
EXPERIENCE Abacus Financial, LPL, Denver, Colorado
Associate Financial Planner, 2007-
present
. Compile financial reports for client account reviews
. Create comprehensive financial plans for clients using
WealthVision software
. Make recommendations for clients based on updates to
their financial plans
. Conduct research to advise and make recommendations for
clients
. Prospect for new clients through centers of influence,
cold calling, and referrals
Jackson National Life Insurance,
Denver, Colorado
Senior Hybrid Internal Wholesaler,
2006
. Proactively built partnerships with existing clients
while continuously prospecting new quality agents.
. Credited with increasing sales over 100% from 2006 to
2007.
. Performed competitive analysis within product line-ups
and maintain knowledge of the annuities and mutual fund
industries.
ENTERPRISE RENT-A-CAR, Centennial, Colorado
Assistant Manager, 2003
. Developed successful marketing and operational plans
that resulted in increased customer satisfaction and
company growth.
. Instrumental in revenue, profits and income growth of 30
percent over a 12-month period due to innovative
financial and strategic planning.
. Increased cash flow by reducing outstanding receivables
and minimizing risk from marginal customers.
. Trained employees to help them prepare for a management
role within the company.
GRUBB & ELLIS COMMERCIAL REAL ESTATE, Denver, Colorado
Intern, 2002
. Created customer databases for use in obtaining future
business.
. Designed an Excel spreadsheet to analyze the
profitability of lease terminations.
. Qualified potential customers for future leases.
SKILLS/ Extensive knowledge of Microsoft Office
CERTIFICATIONS NASD Series 7, 6, 63 and 65 Licensed
CERTIFIED FINANCIAL PLANNER TM
ACTIVITIES Consulting for Non-Profit Organizations, 2002
Financial Management Association, 2001-2002
Kappa Sigma Fraternity - Pledge Educator, 2001
Member of the University of Arizona Cohort Advisory Board,
2001
EDUCATION UNIVERSITY OF ARIZONA, Tucson, Arizona
Bachelor of Science in Finance, May 2003
. Major GPA: 3.75
. Cumulative GPA: 3.5
. Dean's List, 2000-2003