2020 -2023 Investment Consultant at Trustmark Financial Services @
2019 -2020 Financial Advisor @
2019 -2019 Financial Consultant @
2016 -2019 Branch Retail Executive @
2013 -2016 Branch Manager @
2010 -2013 Licensed Agent @
2007 -2010 Sales Counselor @
2006 -2007 Management Trainee @
2005 -2006 Sales Associate @
Daniel Paulk Education
Auburn University at Montgomery
Science (Psychology)
2001-2005
Trinity Presbyterian School 1994-2001
Daniel Paulk Skills
Insurance
Customer Service
Sales
Strategic Financial Planning
Team Building
Public Speaking
Recruiting
Marketing
Strategic Planning
Life Insurance
Event Planning
Training
Fixed Annuities
Microsoft Excel
Fundraising
Cold Calling
Management
Leadership
Social Networking
Investments
New Business Development
Small Business
Sales Presentations
Employee Benefits
Sales Management
Banking
Budgets
Loans
Coaching
Financial Analysis
Finance
Retirement Planning
Customer Satisfaction
Small Business Lending
Direct Sales
Negotiation
Outlook
Term Life Insurance
Retirement
Leadership Development
Contract Negotiation
Business Development
Account Management
Disability Insurance
Risk Management
Consumer Lending
Credit
Estate Planning
Mortgage Lending
Commercial Lending
Strategic Financial
Daniel Paulk Summary
Daniel Paulk, based in Montgomery, AL, US, is currently a Finance Vlogger at Fellowship of the Frugal. Daniel Paulk brings experience from previous roles at Trustmark Bank, Trustmark Financial Services and First Command Financial Services, Inc.. Daniel Paulk holds a 2001 - 2005 Science in Psychology @ Auburn University at Montgomery. With a robust skill set that includes Insurance, Customer Service, Sales, Strategic Financial Planning, Team Building and more. Daniel Paulk has 1 emails and 1 mobile phone numbers on RocketReach.
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