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DAN I EL E . MUSTARD
B YRON C ENTER, M I 49315
DEM15@ALBIO N.EDU
E XPER IE NCE
E FF IC IENCY I T C ONSULTANT
A ND
F REELANCE C ONSULT ING G RAND R APIDS, M I APR IL 2014-P RESENT
● C REATED 50%+ OVERHEAD COST SAVI NGS FOR A SMALL B USI NESS BY I N TRODUC I NG N EW PROCESSES A ND
O PT I M IZ I NG U T IL I T IES F OR D OWNS IZ I NG A ND T RANSI T IO N, C REAT I NG A M ORE L EAN B USI NESS E NV IRONMENT
● C REATED CLIENT T RACKING SPREADSHEETS T O OPT I M I ZE CROSS SELL I NG OPPORTUN I T I ES F OR I NSURANCE SALES
● I NSTALLED V OIP P HONE SYSTEM I NCLUD I NG SOFTP HONE I NSTALL, N EW M S WI N DOWS N E TWORK I NSTALL,
I NCLUD ING P R I NTERS /COP IERS, MS O NE D RIVE F UNCT IONAL I TY ACROSS M ULT I PLE L OCATIONS, M ODEM,
O FF ICE A ND
R OUTER, SWITCH A ND W IRELESS N E TWORK I NSTALL A T M ULT IPLE L OCAT IONS, A LONG W IT H O NGO I NG IT S UPPORT,
N E TWORK A DM I N ISTRAT ION A ND T ROUBLESHOOT I NG F OR A N I NSURANCE AGENCY
F I NANCIAL ADV ISOR J U NE 2013-APRI L 2014
M ORGAN STANLEY -G RAND R APIDS, M I
● T RAI N I NG O N COMPANY POL IC IES A ND PROCEDURES T O STAY COMPL IANT
● L EARN I NG BEST P RACT ICES T O I NCREASE CL IENT R ETURN & M I N I M I ZE R ISK E XPOSURE
● I MPLEMENTED P ROSPECT ING STRATEGIES: COLD CALL I NG CAMPAIGNS T O BRI NG I N 50% M ORE FACE T O FACE
CONTACT, A LONG W ITH I MPLEMENT I NG SEM INAR & N E TWORKI NG S TRATEGIES
● M ANAGING CLIEN T ASSETS T O I NCREASE RETURN W HI LE TAKING APPROPR IATE R ISK P ER CL IEN T PROF ILE
F I NANCIAL C ONSULTANT SEPT 2012-J U NE 2013
T HE H ANTZ G ROUP -G RAND R APIDS, M I
● I MPLEMENTED COLD CALL ING CAMPAIGN T O BRI NG I N I NSURANCE, F I NANCIAL P LANN I NG A ND I N VEST I NG C LIENTS
● WORKING W ITH CPAS AND ESTATE PLANN I NG AT TORNEYS T O PRODUCE COMPRE HENS IVE SOLUT IONS FOR CLIENTS
● T RAI N I NG O N P RINC IPLES OF F INANCIAL P LANN I NG T O BETTER SERVE CL IENTS N EEDS
● I MPLEMENTAT ION OF I N VESTMENTS, R OT H CONVERSIONS, F I NANCIAL P LANS & I NSURANCE T O P ROTECT AND GROW
C LIEN T WEALTH
I N TERN SEPT 2011-D EC 2011
U BS WEALTH M ANAGEMENT -P H I LADELP H IA, PA
● L EARN I NG F UNDAMENTALS O F I N VEST I NG A ND F I NANC IAL A DV IS I NG F OR F UTURE CAREER
● M UTUAL F U ND &
A NALYSIS F OR F INANC IAL A DV ISORS T O I NCREASE T HE IR P ERFORMANCE I NCREASE D I VERS IF ICATION
● P ERFORM ING U NDER P RESSURE : H I TT I NG D EADL I NES A ND C REAT I NG P RESENTAT IONS F OR C L IENTS
● H ANDL ING &
F UNDS I N FORMATION W IT H I N TEGR I TY A ND H O NESTY
● ACQU IR I NG K NOWLEDGE O F P ROTOCOL F OR I N TERACT I NG W IT H H IG H N ET WORT H C L IENTS T O I MPROVE C LIENT
E XPERIENCE
E DUCAT IO N
ALBION C OLLEGE - ALB ION, M I G RADUATED : M AY 2012
M AJOR : E CONOM ICS & M ANAGEMENT
T HE P H I LADELP H IA C ENTER -P H I LADELP H IA, PA G RADUATED : F ALL
2011
F ALL &
SEMESTER I N TERNSH IP E NTREPRENEURSH IP C LASS
P ROFESS IONAL L ICE NSES
● F I NRA SER IES 7, 66 2012-C URRENT
● L I FE, H EALTH & AN N U I TY, V ARIABLE C ONTRACTS 2012-C URRENT
● P ROPERTY /CASUALTY 2012-2013
L EADERSH IP, VOLUN TEER & EX TRA-CURR ICU LAR ACT IV I T I ES
R ESERVE T EAM C APTAIN, ALB ION SOCCER -2009-2010 P ART IC IPANT, G OOGLE M ARKET ING
C HALLENGE -2011
G RADUATE, SIGMA C H I -H OR IZONS L EADERSH I P P ROGRAM - 2010 V OLUNTEER, C HERRY F EST IVAL -G REEN
T EAM - 2011 S OC IAL C HA IR, SIGMA C H I F RATERN I TY -2011 V OLUNTEER,
H ABITAT H UMAN I TY 2013-C URRENT
F OR
T REASURER, ALBION C OLLEGE I NVESTMENT C LUB -2011 M EMBER, GR U N I VERSI TY C LUB -2013-
C URRENT
B OARD M EMBER, H ABITAT Y OUNG P ROFESSIONALS -2013-C URRENT T UTOR, H ARRI NGTON E LEMENTARY
T UTOR ING -2011 F OOD C OMM ITTEE, GR U N I VERSI TY C LUB 2014-C URRENT P ART IC IPANT,
M YSYMP HONY 360-2014-C URRENT
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