financial advisor cuso financial services l p at san francisco fire credit union@ CUSO Financial Services
San Francisco, California, United States
Daniel Duran
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California State Polytechnic University-Pomona
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FlashIntel GPTDaniel Duran is a client-focused relationship manager with 20 years of experience in the financial services industry. He excels at improving the financial lives of his HNW clients and training teams to achieve shared goals. Daniel is a tennis player and enjoys playing doubles. He is currently coaching his daughter during her first year of high school. Daniel is an open networker in San Francisco.
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About
A client-focused relationship manager that excels at improving the financial lives of my HNW clients with 20 years of financial services industry experience. I also excel at training teams and individuals to get them working toward shared goals. I'm a tennis player and love to play doubles. I'm currently coaching my daughter during her first year of high school. I'm an open networker in San Francisco.
Work Experience
financial advisor cuso financial services l p at san francisco fire credit union
Financial Advisor
Financial Services
Daniel Duran's Professional Milestones
- Private Banking Relationship Manager (2018-07-01~2020-05-01): Developed and implemented successful strategies to promote a positive and profitable client acquisition strategy.
- Bank At Work Onsite Banker (2007-10-01~2008-10-01): Provided exceptional customer support, ensuring the safe and secure financial transactions for clients.
Education
Cal Poly Pomona
Skill
Banking
Marketing
Credit
Sales
Customer Service
Investments
Management
Business Development
Financial Services
Crm
Sales Management
Public Speaking
Marketing Strategy
Leadership
Social Media
New Business Development
Microsoft Excel
Account Management
Project Management
Customer Relationship Management
Marketing Communications
Retail Banking
Salesforce
Training
Powerpoint
Portfolio Management
Strategic Planning
Credit Cards
Wealth Management
Credit Analysis
Risk Management
Solution Selling
Microsoft Office
Salesforce.com
Certification
Colleagues
Other Named Daniel Duran
Frequently asked questions
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Daniel Duran works for CUSO Financial Services
Daniel Duran's role in CUSO Financial Services is financial advisor cuso financial services l p at san francisco fire credit union
Daniel Duran works in the industry of Financial Services
Daniel Duran's colleagues are Kevin Mummau,Amy Beattie,Amy Beattie
Daniel Duran's latest job experience is financial advisor cuso financial services l p at san francisco fire credit union at CUSO Financial Services
Daniel Duran's latest education in California State Polytechnic University-Pomona
