Daniel Byrd Email & Phone Number
Central Relationship Manager @ Fidelity Investments
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Daniel Byrd Location
- Denver, CO, US
Daniel Byrd Work
- Central Relationship Manager @ (May 2022 - Present)
- Financial Consultant @ (January 2020 - May 2022)
- Financial Consultant @ (March 2019 - January 2020)
- Senior Account Executive @ (April 2017 - February 2019)
- Founder and CEO @ (April 2016 - February 2019)
- Enterprise Sales Executive @ (September 2016 - October 2016)
- Account Executive, SMB @ (May 2013 - August 2016)
- Channel Sales Manager @ Mercury Payment Systems (May 2012 - April 2013)
- Channel Development Associate @ (March 2011 - May 2012)
- Sales Representative @ (September 2006 - January 2011)
- Client Coordinator and Interim Research Manager and Research Associate @ (August 2003 - April 2006)
- Salesperson @ (March 2002 - October 2002)
Daniel Byrd Education
- University of Denver
BSBA (Finance/Real Estate)
2000-2004 - Arvada High School 1996-2000
Daniel Byrd Skills
- Insurance Needs Analysis
- Insurance Strategies
- Asset Allocation Strategies
- Mutual Fund Strategies
- 401ks, 403bs, 529 Plans
- Customer Service
- Estate Planning Strategies
- Annuity Strategies
- Database Management
- Investment Properties
- Marketing Strategy
- Sales Process
- Real Estate Economics
- Integration
- B2b
- Marketing Research
- Sales Manager
- Mobile Payments
- Cloud Computing
- Account Management
- Payment Card Processing
- Inside Sales
- Partner Management
- Market Research
- Channel Expansion
- Project Management
- Sales Presentations
- CRM
- Direct Sales
- Channel
- Enterprise Software
- SMB
- Cold Calling
- SaaS
- Influencer Marketing
- POS
- Business Analysis
- Selling
- Go to Market Strategy
- Sales Management
- Sales Rep Training
- Solution Selling
- New Business Development
- Channel Partners
- Management
- Business Development
- Database Admin
- Product Marketing
- Strategic Partnerships
- Managed Services
- Demand Generation
- Corporate Real Estate
- Credit Card Transaction Processing
- Channel Optimization
- Competitive Analysis
- Real Estate Finance
- B2C marketing
- Sales
- Real Estate Investment
- Multi Channel Marketing
- Salesforce.com
- Software Industry
- Sales Operations
- Customer Retention
- Automation
- Lead Generation
Daniel Byrd Summary
- Daniel Byrd, based in Denver, CO, US, is currently a Central Relationship Manager at Fidelity Investments. Daniel Byrd brings experience from previous roles at Equitable Advisors, AXA Advisors, LLC, ReadyTalk, a PGi Company and 4th Industrial Index. Daniel Byrd holds a 2000 - 2004 BSBA in Finance/Real Estate @ University of Denver. With a robust skill set that includes Insurance Needs Analysis, Insurance Strategies, Asset Allocation Strategies, Mutual Fund Strategies, 401ks, 403bs, 529 Plans and more. Daniel Byrd has 2 emails and 2 mobile phone numbers on RocketReach.
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