Daniel Bergay
Denver
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Friendly and personable with adaptable approach. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Benefits & Planning Consultant - Executive Service
Fidelity Investments
05.2021 - Current
- Launched Oracle Executive Services practice alongside my Executive Planning Consultant
- Work with executives at Oracle grade 6+ for guidance on maximizing benefits offered to them through their employer including 401k, non qualified plans, stock compensation, HSA and overall benefits while also providing them with wholistic financial planning
- Construct thoughtful financial plans in key areas - retirement, estate planning, college planning, insurance and investments using Fidelity's planning tools - eMoney and PGC
- Coach a team of relationship managers to develop outreach campaigns and collaborate on seminars
- Leverage Fidelity's unique product line to provide solutions to clients based on their financial goals such as Separately Managed Accounts, Portfolio Advisory Services and Unified Managed Households
- Manage my book of business using Salesforce tools; tasks, opportunities and reports
Financial Solutions Advisor
Bank of America/Merrill
01.2019 - 03.2021
- Provide end-to-end comprehensive advice
- Deliver client reviews and recommend strategies to help clients achieve life priorities
- Implement solutions based on complexities presented within semi-annual appointments
- Manage my own book of business and build out my own clientele through referrals and network of local families in Denver
- Coach and develop my associates within the financial center in regards to sales process and financial literacy.
Workplace Planning Consultant II
Fidelity Investments
01.2017 - 01.2019
- Foster relationships with workplace clients to improve experience and identify solutions
- Provide financial planning and solutions in the form of investment guidance, products and lead generation
- Uncovering and identifying client needs while providing guidance on asset-related decision-making as well as resolving the needs of participant to create positive outcomes
Investment Solutions Representative
Fidelity Investments
01.2015 - 01.2017
- I am the primary point of contact for warm leads and existing customers handling inbound sales calls
- I drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions.
Manager
Vista Vino Modern Grill
01.2012 - 01.2015
- Built relationships creating client retention
- management of 10 staff members
- Oversees sales management and operations
- Development of business model and company branding
Education
General Finance -
Metropolitan State University
12.2015
Skills
- Presentation Skills
- Financial Planning
- Customer Engagement
- Business Development
- Interpersonal Communication
- Time Management
- Product Sales
- Building Customer Loyalty
Accomplishments
- Managers Choice Q2 2016
- Managers Choice Q4 2016
- Excellence in Action Q3 2016
Certification
- Series 7 License - 2015
- Series 63 - 2015
- Series 66 - 2015
Timeline
Benefits & Planning Consultant - Executive Service
Fidelity Investments
05.2021 - Current
Financial Solutions Advisor
Bank of America/Merrill
01.2019 - 03.2021
Workplace Planning Consultant II
Fidelity Investments
01.2017 - 01.2019
Investment Solutions Representative
Fidelity Investments
01.2015 - 01.2017
Manager
Vista Vino Modern Grill
01.2012 - 01.2015
General Finance -
Metropolitan State University
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