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Manager Real Estate

Location:
Aurora, Colorado, 80016, United States
Posted:
May 28, 2010

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Daniel Elliot **********, CFP

***** **** ********* *****

Aurora, Colorado 80016

(720) ***-****

Email: *************@*******.***

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



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