Bart Daniel

Experience

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  Northwestern Mutual Life / Baird Securities

  Jun 1992 - Oct 1998

  Special Agent

  Description:Created estate planning insurance practice networked in business community. Leveraged client referral network to expand client base. Increased revenue and client retention through sales of life, disability, and medical insurance products. Managed account reviews to assess need for additional coverage, term conversions, or increases in investments. Key Achievements:• Met or exceeded company expectations for annual new client quotas.• New Agent of the Year, Agency Leader in Group Sales, Disability Income, and Life Insurance. Show less

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  Interwest Financial Services

  Oct 1998 - Apr 2000

  Financial Advisor / Insurance Coordinator

  Built relationships to increase investment and insurance related sales for clients of Pacific Northwest Bank (subsidiary of InterWest Bank). Supported bank clients with estate, retirement, and business continuity planning. Key Achievements:• Delivered strategic investment guidance through use of multi-manager approach and asset allocation model for long-term investing. • Increased sales opportunities by building referral network with Branch Managers and Loan Officers. • Conducted in house training programs and seminars to enhance knowledge and skill base of financial advisors and bank customers. Show less

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  TIME Financial

  May 2000 - now

  Retired

  Estate Planning Insurance Specialist for 21 Morgan Stanley branches located in Washington, Idaho, Alaska, and Montana. Leverages advanced planning skills in development and review of financial plans for high net worth clients. Creates wealth transfer plans for clients with taxable estates. Educates clients’ Financial Advisors, CPAs, and Attorneys to ensure successful implementation of financial plans. Key Achievements:• National leader for Morgan Stanley in Insurance production in 2012 and 2013.• Consistently exceeds annual production goals. • Serves clients with assets of 3 million and above by developing comprehensive wealth plans. Show less