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Financial Analyst Sales

Brookline, MA
December 18, 2020

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Daniel Dantas Jr.

C: 781-***-****

Specialized in: Financial Analysis, Project Management, Financial Advising, and Client Relationships

Detail-oriented, engaged leader with experience directing project operations including financial modeling and analysis, delivering exceptional client experiences, and completing office administration. Collaborative communicator demonstrating ability to partner with staff and clients to align priorities and achieve mutual goals. Analytical professional skilled in leveraging data to adapt project plans and implement efficiency improvements. Proficient in Microsoft Applications.

Project Management Team Leadership Scheduling Financial Modeling & Analysis Concept Implementation Strategy Development Risk Management Accounting Delegation Client Relationship Management


Personal Banker 2019 – 2020

Fifth Third Bank Nashville, TN

Experience in cultivating relationships with affluent clients as well as verifiable success in new client acquisition and maintaining customer relationships.

Assist customers throughout the business cycle to provide key financial advice in mortgages, investments, and secured/unsecured loans.

Perform financial analysis to determine the customer's credit worthiness.

Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents.

Develop materials and methods to enhance the decisions, collateral valuations, and overall experience for all involved.

Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.

Commercial Sales Specialist 2018 – 2019

Lowe’s Companies Inc. Nashville, TN

Provided detailed product information to both customers and peers, promote and recommend products, plans, or installation services that match customer needs.

Proactively solicited feedback from clients and coworkers to streamline activities and improve experiences.

Performed order management duties such as entering new orders for customers, reaching out to vendors on special orders, tracking and fulfilling orders, and resolving issues.

Financial Analyst and Project Manager 2016 – 2018

American Elite Painters (Internship) Dedham, MA

Compiled data reports generated by financial statements to improve overall efficiency and financial systems.

Delegated tasks and projects based on employee strengths and project specifications defined by the client.

Developed detailed forecast models against budgets based on key indicators, increasing accuracy of short and long-term earnings estimates.

Facilitated administrative activities such as detailed project documentation, accounting tasks, and scheduling.

Produced financial reports evaluating completed projects, identifying current trends and evaluating variances.

Education/Professional Development

B.S., Finance and Accounting Management, Northeastern University (expected December 2020)

Northeastern Clubs and Associations: Finance and Investments Club, Men’s Lacrosse team

Course in Portfolio Management, Bloomberg Market Concepts

Certified Course in Financial Data Analysis, Investment Banking Institute

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