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Daniel Cliffel Location
Lakewood, OH, US
Daniel Cliffel Work
Director of Operations @ (May 2013 - Present)
Retirement Plan Services Trading Operations Senior Manager @ (March 2010 - May 2013)
Manager Trust Operations @ (January 2006 - December 2009)
Quality Assurance Team Lead @ Invesmart, Inc. (January 2003 - December 2005)
Implementations Manager @ Invesmart, Inc. (January 2002 - December 2002)
Associate Operations Manager @ Invesmart, Inc. (January 2000 - December 2002)
Defined Contribution Analyst @ Invesmart, Inc. (June 1995 - December 1999)
Daniel Cliffel Education
John Carroll University
BS (Mathematics)
1990-1994
Daniel Cliffel Skills
Process Improvement
Management
Microsoft Excel
Leadership
Training
Human Resources
Team Management
Team Leadership
Employee Benefits
Databases
Quality Assurance
Business Analysis
Financial Services
Operations
Services
Project Management
Strategy
Public Speaking
Daniel Cliffel Summary
Daniel Cliffel, based in Lakewood, OH, US, is currently a Director of Operations at Schwab Retirement Plan Services. Daniel Cliffel brings experience from previous roles at Charles Schwab, Standard Retirement Services and Invesmart, Inc.. Daniel Cliffel holds a 1990 - 1994 BS in Mathematics @ John Carroll University. With a robust skill set that includes Process Improvement, Management, Microsoft Excel, Leadership, Training and more. Daniel Cliffel has 1 emails and 2 mobile phone numbers on RocketReach.
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