Daniel Cumming

Experience

• 

  Colorado State University

  Feb 2014 - Jun 2017

  Assisted in the production of a TV mini series called “The Grind” which airs weekly onAltitude Sports.Filmed and edited other weekly video projects on strict deadlines such as hype/highlightvideos and press conferences.Produced content to be distributed on multiple social media platforms.Helped managed a group of 3 students/interns to run daily tasks such as logging, filming, andediting. Filmed CSU football events such as practices and games either from the sideline orscissor lifts.Handled and maintained camera and audio equipment.Worked in groups of 6 or more.

  • Associate Producer

    Aug 2014 - Jun 2017

  • Video Technican/Editor

    Feb 2014 - Aug 2016
• 

  DaVinci Sign Systems, Inc

  Jun 2016 - Jun 2017

  Marketing Coordinator

  Monitored budgets by comparing and analyzing actual results with plans and forecasts.Implemented marketing and advertising campaigns by preparing marketing and advertising strategies, plans, and objectives.Promoted products and services through public relations initiatives.Oversaw the implementation of a new website, mobile applications, digital marketing strategies, SEO and online advertising and promotional strategies.

• 

  T. Rowe Price

  Jun 2017 - Feb 2019

  Worked in collaboration with the firm’s financial advisors and consultants to execute complex asset allocation strategies in high net worth client portfolios.Conducted investment research in client portfolios and effectively communicated performance to clients and advisors.Placed large dollar and share trades in client accounts and helped clients in understanding the taxable implications of transactions within tax deferred asset accounts and taxable accounts. Completed buy and sell orders of shares of T. Rowe Price Mutual funds with direction from firm advisors and clients. Analyzed and provide pro-active solutions to address client needs and issues. Conducted investment research and maintain up to date familiarity of investment industry trends that affect markets and client portfolios. Impacted team coordination by helping implement and improve team processes and communication for cohesion, effectiveness, and efficiency.

  • High Net Worth Client Representative | Personal Services Group

    May 2018 - Feb 2019

  • Retail Investment Specialist

    Jun 2017 - May 2018
• 

  Fidelity Investments

  Feb 2019 - now

  The Managing Director is the primary contact for our institutional clients and responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors. Develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. Focused on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs of relevant issues. Facilitate discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.Coordinate internal resources to provide analysis and recommendations to clients on design alternatives.Responsible for analyzing investment architecture and providing appropriate alternatives.Identify key drivers and maintains consistent formal/informal contact with key client decision makers.Actively facilitating Investment Review meetings.Work closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity. Show less The Client Services Manager (CSM) operates in a service team environment, in support of a book of business, and is accountable for 401k plan-level record keeping and operational activities related to Defined Contribution (DC), Non-Qualified (NQ), and Health Savings Account (HSA) plans. Establishes, maintains, and manages daily client relationships, with client decision makers, who are responsible for operational plan design and overseeing ongoing administration.Coordinates and prioritizes the operational service team’s efforts, including serving as the point of escalation for plan-level operational issues.Reviews the plan operations to ensure consistent and compliant operations with the plan documentation and recommends services and solutions based on the client’s and Fidelity’s needs. Show less The role of the WPA Help Desk is instrumental in the ongoing coaching and development of the Consultants. Primary responsibilities include answering associate questions to provide for a better client experience, identifying and coaching to knowledge gaps with the Consultants, assisting with supervisory responsibilities per delegated authority and various other leadership responsibilities.Drive Denver WPA’s mission: help create a tsunami of talent, help associates achieve what they did not think possible, and foster an environment that attracts the best of the best. Provide technical support for both associates and leaders. Show less Provide product and service level guidance for Fidelity clients, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client.Collaborate with internal business partners to research and resolve complex client requests.Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request. Show less

  • Managing Director, 401k Relationship Manager

    Jul 2024 - now

  • Client Service Manager

    Jul 2022 - Jul 2024

  • Workplace Planning Help Desk

    Jul 2021 - Jun 2022

  • Workplace Planning Consultant

    Feb 2020 - Jul 2021

  • High Net Worth Service Representative

    Feb 2019 - Feb 2020