daniel shaw resume

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Daniel N. Shaw [email protected] 620-757-9247 https://www.linkedin.com/pub/daniel-shaw/87/a32/154 EDUCATION Emporia State University, AACSB Accredited Bachelor of Science in Economics CORE COMPETENCIES Played NCAA Basketball, evolving synergy through work ethic, perseverance, patience and learning how to work with different cultures to achieve one common goal Developed economic guidelines and standards to prepare points of view used in forecasting trends and formulating economic policy Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment and evaluation of customer satisfaction Understanding of business and management principles involved in strategic planning, resource allocation, leadership technique, production methods, and coordination of people and resources. Ability to compile, analyse, and report data to explain economic phenomena and forecast market trends, applying mathematical models and statistical techniques. WORK EXPERIENCE Northwestern Mutual 2014 - 2015 Financial Representative - Intern Participated in top 10 internship in America, number one rated internship in the financial & banking industry. Contacted prospective leads and set appointments Educated clients on products and financial security Built a portfolio of clients Completed PPA’s and illustrations Worked alongside SET and coordinated with experiences advisors Prosser Financial 2015 – Present Client Services Coordinator General Administrative work - processing paperwork, answering phones and sorting mail. Updating the CRM and scheduling appointments and reviews with clients Licensed in Series 7 and Series 66 Utilizing Morningstar and Sherman Sheet for market research HONORS/ACTIVIES SAAC (Student Athletic Advisory Committee) American Democracy Project NCAA Basketball Travelling the world Local Basketball and Soccer Clubs

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Page 1: Daniel Shaw Resume

Daniel N. [email protected]

620-757-9247https://www.linkedin.com/pub/daniel-shaw/87/a32/154

EDUCATIONEmporia State University, AACSB Accredited

Bachelor of Science in Economics

CORE COMPETENCIES Played NCAA Basketball, evolving synergy through work ethic, perseverance, patience and

learning how to work with different cultures to achieve one common goal Developed economic guidelines and standards to prepare points of view used in forecasting

trends and formulating economic policy Knowledge of principles and processes for providing customer and personal services. This

includes customer needs assessment and evaluation of customer satisfaction Understanding of business and management principles involved in strategic planning,

resource allocation, leadership technique, production methods, and coordination of people and resources.

Ability to compile, analyse, and report data to explain economic phenomena and forecast market trends, applying mathematical models and statistical techniques.

WORK EXPERIENCENorthwestern Mutual 2014 - 2015 Financial Representative - Intern

Participated in top 10 internship in America, number one rated internship in the financial & banking industry.

Contacted prospective leads and set appointments Educated clients on products and financial security Built a portfolio of clients Completed PPA’s and illustrations Worked alongside SET and coordinated with experiences advisors

Prosser Financial 2015 – PresentClient Services Coordinator

General Administrative work - processing paperwork, answering phones and sorting mail. Updating the CRM and scheduling appointments and reviews with clients Licensed in Series 7 and Series 66 Utilizing Morningstar and Sherman Sheet for market research

HONORS/ACTIVIES SAAC (Student Athletic Advisory Committee) American Democracy Project NCAA Basketball Travelling the world Local Basketball and Soccer Clubs