Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Daniel Franklin

Auburn

Summary

I am a personable and dedicated professional offering analytical and problem-solving skills with strengths in financial analysis and client relations. I am well-versed in market trends and data analysis, as well as investment strategies and personal finance.

I have experience with and am proficient at financial planning software, tax preparation software, and the full suite of Microsoft Office softwares.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Advisor

Principal Securities
09.2024 - Current
  • Assisted clients in understanding financial products and services.
  • Developed client relationships by providing timely information and support.
  • Developed personalized comprehensive financial plans aligned with clients' goals and risk tolerance.
  • Learned to analyze market trends to inform investment strategies.
  • Collaborated with team members on client presentations and proposals.

Financial Advisor

Prudential Financial
05.2023 - 08.2024
  • Conducted needs analysis for clients and helped find creative and personalized solutions in the investment and life insurance spaces
  • Provided ongoing support to clients, ensuring consistent communication and service excellence.
  • Educated clients on various financial products and strategies for wealth accumulation.

Tax Accounting Intern

Kemper CPA Group
01.2023 - 05.2023
  • Assisted in preparing tax returns for individual and business clients, ensuring compliance with regulations.
  • Reviewed financial documents for accuracy, identifying discrepancies and recommending corrections.
  • Collaborated with team members to streamline data entry processes, improving overall efficiency.
  • Developed and maintained filing systems, enhancing document retrieval efficiency.

Education

BBA - Finance

University of Oklahoma
Norman, OK
12.2022

Skills

  • Relationship building and management
  • Analytical thinking
  • Retirement planning
  • Attention to detail
  • Financial advising
  • Risk assessment
  • Insurance planning
  • Long-term care planning

Certification

  • Securities Industry Essentials License
  • Series 7 Securities License
  • Series 66 Securities License
  • California Life, Health and Accident Insurance License

Timeline

Financial Advisor

Principal Securities
09.2024 - Current

Financial Advisor

Prudential Financial
05.2023 - 08.2024

Tax Accounting Intern

Kemper CPA Group
01.2023 - 05.2023

BBA - Finance

University of Oklahoma
Daniel Franklin