Daniel K. Mittler
Bensalem PA 19020
*********@*****.***
CAREER OBJECTIVE
A Position in Marketing & Project Management with a focus on Project
Coordination, Client Relations, and Team Leadership
Summary of Qualifications
. More than 6 years' of experience providing increasing levels of
leadership, client support, and team building in marketing, customer
service, and project coordination for two internationally known
industry leaders. Adept at working with multiple brands
. Able to prioritize effectively, multi-task and achieve objectives
within set amount of time
. A clear and dynamic communicator, known for building strong
relationships with internal and external partners
. Computer Skills: Proficient in Microsoft Word, Microsoft PowerPoint,
Microsoft Excel, Mercury Legacy & Mercury Next Generation
Work Experience
Bristol Myers-Squibb - Plainsboro NJ
. Mercury Systems Coordinator, June 2013 - Present
. Provide assistance to multiple brands for project management
. Provide in person or phone based client guidance as well as
recommendations for routing efficiencies
. Perform some administrative tasks including maintaining Job Teams,
updating the user access lists, assigning and/or scheduling training
for new users
. Manage new advertising agency account access to ERSA and provide one
on one training
. Train and mentor new hires to ensure client expectations are met
Merrill Lynch Financial and Edge Advisory Center - Hopewell NJ
. Account Maintenance / Client Enrollment / Edge Advisory Support,
May 2006 - June 2011
. Organize and present daily reports for transferring assets
. Assisted in implementation of new migration process of branch-to-
branch account transfers
. Assisted with Bank of America conversion to Merrill Lynch investment
platform, provided support to BAI advisors with transferring of assets
to the EAC
. Conducted interviews, made hiring decisions, and assisted with
training for the Advisory Support team
. Introduce Advisory Division clients to Edge Advisory Center
. Provide field support for client enrollments during district rollout
via both e-mail and phone
. Support marketing department by processing enrollments through online
transfer systems
. Fielded phone inquiries from clients with unfailing courtesy and
thoroughness
. Maintained high level of personal integrity; complied with ML
Guidelines for Business Conduct
. Applied extensive knowledge of ASAPs, and FAC Investment Process and
Key Principles in addressing client investment needs
. Used Bridge/Passport screens and Siebel to update client information
. Assisted in organization of department team; trained new hires with
necessary computer skills and speaking points to insure team success
Education - BS, 2005
Rider University School of Business, Lawrenceville, NJ
Awards, Skills, Interests
1. Merrill Lynch awards for highest compliance, highest AON (customer
service) score, highest paperwork audit score, and highest technical
assessment score
2. Merrill Lynch Employee of the Month Award
3. Rider MASA Marketing Club