Daniel Wilson 7807 Timber View Ct Houston, TX 77070

Phone: (281) 793-5840 E-Mail: daniellwilson08@gmail.com [DW]

Objective

To expand my diverse background in project management, finance, and customer relations to maximize

productivity and deliver optimal client services.

Experience

API Funds & Portfolios – Regional Sales Associate September 2014 – present

Execute weekly protocol by fulfilling material orders, sending portfolio information to clients/advisors and

perform data analysis using applied financial software applications.

Update portfolio holdings for the API family of mutual funds while functioning as liaison between

wholesalers in the Midwest and Southeast Territories: schedule advisor meetings, managing

appointments, and providing customer service for all clients’ advisors.

Managed all inventory and marketing items at the API headquarters.

Create comparison illustrations using applied financial software, send 50,000+ portfolio management

updates to clients monthly

Liberty University Online – Assistant Director of Admissions January 2010 – September 2014

Managed a team of Admissions Specialists as they fielded phone calls and emails; effectively

identifying strengths and weaknesses in order to nurture employee growth while increasing efficiency,

improving the level of customer experience, and maximizing deliverables.

Acted as liaison between Liberty University Online Admissions and vendors, other departments, and

outside institutions. Calculated billing statements, created financial reports, and invoiced vendors.

Worked on special projects, developed protocol and workflow, created graphics, identified key

information necessary to further develop departments productivity, and delivered this information to

agents on weekly basis in morning staff meetings.

Military

United States Army October 2012

Rank: E5 – Sergeant

MOS: Military Calvary Scout (19D)

Awards:

United States Army, Army Achievement Medal – June 2013

United States Army, Army Commendation Medal – June 2014

Daniel Wilson

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Education

Liberty University – Lynchburg, VA May 2012

Degree Awarded: Master of Arts in Management and Leadership

Liberty University – Lynchburg, VA January 2010

Degree Awarded: Bachelors of Science in Business Administration - Marketing

Technical and Professional Skills

Discovery Data

Sales Station

Celera Systems

Microsoft Office Suite

Visual Basic

CRM Systems

Cisco Phone Systems

Argos Database

Morningstar Direct

Bloomberg and Lipper

Morningstar Principia

Zephyr

Thomson Reuters Investment View

Self-motivated

Proven Leader

Communications skills

Creative

Detail oriented

Work well within a team

Embrace new challenges

Solution-minded

Innovative

Adapt well in new environments

References available upon request