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Daniel Kent Location
New York, NY, US
Daniel Kent Work
2023 -now Client Relationship Manager @
2022 -2023 Retirement Sales Consultant and Director @
2018 -2022 Retirement Specialist @
2013 -2018 Internal Sales - Midwest Region @
2006 -2012 Senior Mutual Fund Operations Associate @
2003 -2006 Mutual Fund Operations Specialist and Team Leader @ Dreyfus BNY Mellon Funds Inc
2000 -2003 Mutual Fund Ops Specialist @
Daniel Kent Education
University of Phoenix
Masters, Business Administration (Business Administration)
2004-2006
St. John's University
Bachelor of Science, Finance (Finance)
1996-2000
Daniel Kent Skills
Written Communication
Capital Markets
Wholesale
Managed Accounts
Finance
Thought Leadership
Retirement Solutions
Storytelling
Asset Management
Investment Management Industry
Sales Growth
Series 7
Investment Management
Consultative Selling
Business Insights
Relationship Development
Business Planning
Empathetic Listening
Behavioral Finance
Sales Development
Differentiation
Interpersonal Communication
Presentations
Investment Products
Sales Presentations
Business Development
Microsoft Office
Sales
Analytical Skills
Customer Experience
Interpersonal Skills
Salesforce.com
Direct Sales
Leadership
Customer Relationship Management (CRM)
Mutual Funds
Fiduciary
Customer Service
Investment Strategies
Market Analysis
Strategic Prospecting
Teamwork
Vendor Management
Strategic Partnerships
Relationship Building
Sales Prospecting
Investments
401(k) Retirement Savings Plans
Retirement Plan Consulting
Qualified Retirement Plans
PowerPoint
Project Management
Asset Managment
Risk Management
Asset
Series 63
Investment Advisory
Financial Analysis
FINRA
Wealth Management
Asset Allocation
Portfolio Management
Leadership Development
Series 7 and 63
Daniel Kent Summary
Daniel Kent, based in New York, NY, US, is currently a Client Relationship Manager at Voya Financial. Daniel Kent brings experience from previous roles at First Eagle Investments. Daniel Kent holds a 2004 - 2006 Masters, Business Administration in Business Administration @ University of Phoenix. With a robust skill set that includes Written Communication, Capital Markets, Wholesale, Managed Accounts, Finance and more. Daniel Kent has 3 emails and 2 mobile phone numbers on RocketReach.
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