Daniel F Paulk

Branch Manager

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Location:

6964 Eastern Shore Rd, Montgomery, AL 36117

Industry:

Banking

Work:

Bbva Compass Jul 10, 2016 - Mar 19, 2019
Branch Retail Executive
Regions Bank Jan 2013 - Jul 2016
Branch Manager
New York Life Insurance Company Apr 1, 2010 - Jan 1, 2013
Licensed Agent
Dignity Memorial Funeral Homes Sep 2007 - Apr 2010
Sales Counselor
Enterprise Rent-A-Car Aug 1, 2006 - Sep 1, 2007
Management Trainee

Education:

Auburn University at Montgomery 2001 - 2005
Trinity Presbyterian School 1994 - 2001

Skills:

Insurance
Customer Service
Sales
Strategic Financial Planning
Team Building
Public Speaking
Recruiting
Marketing
Strategic Planning
Life Insurance
Event Planning
Training
Fixed Annuities
Microsoft Excel
Fundraising
Cold Calling
Management
Leadership
Social Networking
Investments
New Business Development
Small Business
Sales Presentations
Employee Benefits
Sales Management
Banking
Budgets
Loans
Coaching
Financial Analysis
Finance
Retirement Planning
Customer Satisfaction
Small Business Lending
Direct Sales
Negotiation
Outlook
Term Life Insurance
Retirement
Leadership Development
Contract Negotiation
Business Development
Account Management
Disability Insurance
Risk Management
Consumer Lending
Credit
Estate Planning
Mortgage Lending
Commercial Lending

Interests:

Working Out
Investing
Basketball
Reading
Playing Guitar

Languages:

English

Certifications:

Series 7, 63

Daniel Paulk

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Family Service Counselor

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Location:

Montgomery, AL

Industry:

Individual & Family Services

Work:

Daniel Paulk

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