DANIEL CARDOSO

DANIEL CARDOSO

Customer Care Specialist

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location of DANIEL CARDOSOOrlando, Florida, United States

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  • Timeline

  • About me

    CARDOSO ASSET MANAGEMENT LLC

  • Education

    • FATHER LOPEZ CATHOLIC HIGH SCHOOL

      1998 - 2002
    • University of Central Florida

      2002 - 2007
      Business Administration and Management, General
  • Experience

    • Sprint PCS

      Jun 2003 - Oct 2004
      Customer Care Specialist

      • Top seller on team eleven months in a row; promoted to sales coach • Performed supervisor duties for twelve employees in the absence of the supervisor on duty.• Manage and activated accounts with spending limits and assist customers budget a rate plan that is most financially beneficial.• Lectured other teams in call center on my selling techniques

    • Northwestern Mutual

      May 2004 - May 2005
      Licensed Financial Representative

      • Financial Planning for business owners and individuals• Dealing with Risk Management, Wealth Accumulation, and Wealth Preservation and Distribution• Ranked Top Ten Intern in the nation • Building and managing clientele• Obtained Life, Health, and Variable Annuities License

    • PMC Lending

      Jun 2006 - Mar 2007
      Mortgage Planner, Processor & Underwriter

      Mortgage Planner, Processor, & Underwriter • Residential and Commercial Lending• Managed clients through the purchase and refinancing process

    • Premiere Trade

      Oct 2007 - Jan 2008
      Trading Coach/ Customer Service

      • Coaching Clients on how to trade and use Forex Software• Managing Client Accounts

    • Self-employed

      Feb 2008 - now
      CARDOSO ASSET MANAGEMENT LLC

      *Investing and Managing Private Funds in under valued assets such as Private Businesses, Stocks, Bonds, Currencies, Commodities, Futures, Derivatives and Real Estate*Investment Strategies based on Fundamental and Technical Analysis

    • Fidelity Mortgage Direct Corp.

      Aug 2008 - Jun 2009
      Mortgage Planner, Processor, & Underwriter

      • Residential and Commercial Lending• Loan Modifications• Managed clients through the purchase and refinancing process

    • Investment Homes Direct

      Mar 2010 - Sept 2013
      SALES & ACQUISITIONS SPECIALIST

      * Buying & Selling Real Estate for Cash Buyers in Orange, Seminole, & Volusia County Florida

    • SAND DOLLAR REALTY GROUP INC.

      Sept 2013 - now
      Sales Associate

      * Buying & Selling Real Estate for Cardoso Asset Management LLC in Orange, Seminole, & Volusia County Florida

  • Licenses & Certifications

    • Licensed Realtor

      State of Florida
      Jan 2011
      View certificate certificate
    • Life Health & Variable Annuities License

      State of Florida