Daniel Anderson
Client Relationship Specialist
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About
Client-focused financial professional with one year of experience as a Client Relationship Specialist at a wealth management firm serving high-net-worth clients. Recently passed Series 65 exam.
Background in public relations with demonstrated ability to listen carefully, translate complex information into plain language, and maintain composure under pressure. Seeking a mentored path in financial advisory with hands-on client engagement and progression toward CFP designation.
Experience
Client Relationship Specialist - Bloom Financial (2025-11) - Manage account onboarding - Process fund transfers and required minimum distributions - Serve as primary point of contact for client questions about statements, account changes, and general planning concerns Project Coordinator - DHI (2022-11) - Coordinated cross-functional projects - Built automated workflows in fast-moving environments Project Coordinator - Wellons Communications - Coordinated cross-functional projects - Built automated workflows in fast-moving environments
