Daniel Messmer

Daniel Messmer

Sales Representative

Followers of Daniel Messmer2000 followers
location of Daniel MessmerColumbus, Ohio Metropolitan Area

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  • Timeline

  • About me

    Managing Partner at Messmer Capital

  • Education

    • Ohio University

      2008 - 2012
      Bachelor of Business Administration (BBA) Finance, Marketing, Sales

      Activities and Societies: Account Manager- Ralph & Luci Schey Sales Centre, Vice President of Ski & Snowboard Club, Phi Gamma Delta

  • Experience

    • Liberty Mutual Insurance

      Jun 2012 - Mar 2013
      Sales Representative

      As a Sales Representative for Liberty Mutual Insurance, I sold Life insurance, Home insurance, and Auto insurance. I was constantly building my book of business through networking, referrals, and cold calling. During my time at Liberty I learned the importance of hard work and continuously being a student of the industry.

    • Meeder Investment Management

      Mar 2013 - now

      In my role as Regional Vice President, I work in the Southeast Territory to distribute Meeder Investment Management's available solutions: a wide range of products including The Meeder Funds, Investment Portfolios, Fee Based Solutions, and 3(38) Fiduciary Services. My ultimate goal is to partner with Financial Advisors and add additional value to their book of business. The Southeast Territory includes 7 states(Florida, Georgia, North Carolina, South Carolina, Tennessee, Alabama, Mississippi) Show less As an Internal Sales Consultant, I worked together with the Regional Vice President of the Midwest Territory and the Regional Vice President of the Atlantic Territory to distribute Meeder Investment Management's available solutions. We have a wide range of products including Mutual Funds, Fee Based Solutions, and 3(38) Fiduciary Services. The Midwest Territory includes 15 States (Ohio, West Virginia, Kentucky, Tennessee, Indiana, Michigan, Illinois, Wisconsin, Missouri, Iowa, Minnesota, Kansas, Nebraska, South Dakota, North Dakota) The Atlantic Territory includes 14 States(Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, New Jersey, Pennsylvania, Delaware, Maryland, Virginia, North Carolina, South Carolina) Show less

      • Regional Vice President

        Jan 2017 - now
      • Regional Vice President

        Jan 2015 - Dec 2016
      • Internal Wholesaler

        Jan 2014 - Dec 2014
      • Territory Management Representative

        Mar 2013 - Dec 2013
    • Messmer Capital

      Jul 2024 - now
      Managing Partner / Financial Advisor
  • Licenses & Certifications

    • The Sequoia System Wholesaler Training

      Jun 2015
      View certificate certificate
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
    • Series 66

      FINRA