Daniel Schatz

• Called on advisors, recordkeeping wholesalers and consultants across 19 states, selling Natixis investment products in the Defined Contribution space.
• Partnered with Natixis retail wholesalers within the Southern Region to deliver investment solutions to advisors.
• Achieved 106% of sales goal in first year

• Grow awareness and sales of Hartford Funds through strong partnerships of key decision makers within the retirement plan industry.
• Effectively build and execute a business plan within the Central Region to achieve sales and growth goals.
• Cultivate strong internal relationships with various units to help drive sales goals and execute the business plan.
• Exceeded annual sales targets, resulting in average year-over-year growth of over 27%.

• Responsible for all sales activity in the Central United States (15 states) to Defined Contribution consultants, advisors, platform wholesalers and TPA's
• Effectively work with Internal Salesperson to build and execute business plan positioning DImensional investment solutions to key decision makers
• Spokesperson of the Dimensional brand and investment theory throughout the industry and marketplace
• Increase revenues, AUM and Advisor clients within the territory through the profitable growth of the Dimensional product suite

• Identify and build relationships directly with fortune 500 plan sponsors and consultants within the Central and Western regions of the United States
• Perform high level sales presentations to retirement committees, board members, consultants and C-Suite decision makers for institutional retirement plans above $500 Million in assets
• Sold over $2 Billion in retirement plan assets

• Responsible for developing regional business plans to increase new sales of defined contribution retirement programs in the Southern portion of the United States (11-State Territory)
• Build brand awareness and credibility to a previously unattended territory for a new product and service model with little history
• Sold over $1.5 Billion in DC plans to over 40,000 participants

• Established and developed relationships with National and Regional Consulting firms within the Midwest
• Designed and executed strategic business plans and identified and developed effective working relationships to enable Wells Fargo to achieve sales and new business goals
• Facilitated sales of Wells Fargo Advantage Fund products through various distribution channels

Regional Vice President (2004 - 2005) - Austin, TX

• Directly prospected to all assigned and targeted plan sponsors within five-state territory that have 401(k) or 403(b) plans in excess of $5 Million
• Identified, qualified and developed new productive consultant relationships within territory
• Performed high level sales presentations to investment and retirement committees, consultants and advisors

Retirement Consultant (2002-2004) - Gainesville, FL

• Effectively managed & serviced group retirement plans at Shands Health Care
• Enhanced overall participation through various education & enrollment methods

Career Agent (2000-2002) - Austin, TX

• Proactively sold financial and insurance products to groups and individuals

• Educated investors on the different aspects of mutual funds