Daniel F. Engro
February 2018 - Present Implementations Lead and Product Owner SEI, Oaks, PA
Trains clients and executes SEI systems and policies for external clients. Became a subject matter expert on Strategy Manager and the trading workflow in order to assist Portfolio Managers. Became accredited in SWP Foundations within the first two months of being hired.
Currently owning a specific product line on the implementation scope. Assisted on seven implementations for the clients using the SEI Wealth Platform.
Works with external clients to ensure their understanding and efficient use of current SEI products.
Assists SEI in future product enhancements by testing upgrades and providing feedback.
September 2016 – February 2018 Client Services Representative Brinker Capital, Berwyn, PA
Manages relationships with external advisors and Brinker Capital’s investment strategists, providing support throughout the entire client engagement. Supports advisor in aligning risk profile to strategic asset allocation, implementing a financial plan and ongoing service of the client. Manages multiple competing priorities that depend on outputs from operations, performance and investment teams.
Oversaw a 30-account migration effort to support an investment strategy change for a portion of an advisor’s book of business.
Assisted in implementing a massive product change for several high net worth clients which resulted in utmost satisfaction.
March 2016 - September 2016 Account Manager Iron Mountain LLC, Royersford, PA
Responsible for managing over one thousand data storage accounts for 380 institutional clients. Engaged in needs assessments and regular reviews by identifying all client’s goals and objectives. Managed execution of data management plan.
Ran engagement with C-level executives to elicit needs and constraints to identify the solution that best aligned with their goals. Clients were ultimately satisfied and continued strategic partnership.
Cross-trained team on end-to-end business process to better understand their role in the bigger picture.
Identified and executed on opportunity to reengineer business intelligence resulting in more accurate reporting.
February 2015 - March 2016 Advocate of Client Experience Iron Mountain LLC, Royersford, PA
Responsible for negotiating client contracts to maintain or increase satisfaction with both data and record management. Partnered with senior leadership on cross-department initiatives.
Sought out for role due to Data Management experience. Cross-trained team on Data Management.
Ranked first out of eight in client conversation rate for two consecutive quarters. 100% conversion rate for Data Management portion of role during tenure.
Chosen to work with senior leadership to work on reporting to drive business decisions.
June 2013 - February 2015 Client Services Representative Iron Mountain LLC, Royersford, PA
Responsible for aiding clients through the onboarding process. Responsible for managing process improvement and process engineering projects for larger clients.
Volunteered for a large data reconciliation destruction project for a major bank, spanning 83 accounts at 45 locations. Managed the project schedule, kept team members on task and managed communications across internal teams and clients. Used several tools to assist with the project such as: Microsoft Excel, Salesforce, and Oracle.
Handpicked to lead and manage data reclamation project for a large brokerage firm. Developed a brand-new process in collaboration with on-site and remote teams. Project was a success and set precedent for future Iron Mountain projects.
May 2011 - August 2012 Junior Associate of Client Relations Independence Planning Group, Blue Bell, PA
Partnered with senior advisors on delivering sales presentations and educating clients on various financial strategies. Assisted clients throughout completion of application process in products including, life insurance, mutual funds, disability and various retirement funds.
Conducted Financial Needs Analysis and recommended appropriate products to meet client needs
November 2006 - September 2013 Produce Manager and Produce Associate Giant Food Stores, North Coventry, PA
Responsible for leading a team of 14 employees to delivery elite customer satisfaction. Efficiently budgeted for seasonal sales. Responsible for maintaining exceptional quality. Responsible for scheduling labor hours.
Oversaw a 15 percent increase in sales over a one-year period by effective merchandising, efficient ordering and ensuring.
The Pennsylvania State University, State College, PA
Bachelor of Science, Financial Services