Daniel David
About Daniel David
Daniel David is a Senior CSR/Financial Representative at Alight Solutions and an Office Assistant at UNC Greensboro, with a Bachelor's degree in Accounting from the University of North Carolina at Greensboro.
Current Role at Alight Solutions
Daniel David holds the position of Sr. CSR/Financial Representative at Alight Solutions, located in the Charlotte, North Carolina area. In this role, he is responsible for managing both investment and insurance accounts. His tasks include analyzing financial data and providing customer support to new and existing clients. His experience in this role underscores his proficiency in financial management and customer relations.
Position at UNC Greensboro
In addition to his responsibilities at Alight Solutions, Daniel David is also employed as an Office Assistant at UNC Greensboro. This dual role showcases his versatility and ability to handle diverse job functions simultaneously. His work at UNC Greensboro involves administrative duties and supporting office operations, contributing to the smooth functioning of the office.
Education and Academic Background
Daniel David studied Accounting at the University of North Carolina at Greensboro, where he earned his Bachelor of Science (B.S.) degree in Accounting. He attended the university from 2008 to 2012. This academic background provided him with a solid foundation in accounting principles and practices, which he applies in his professional roles.
Experience in Financial Management
With several years of experience managing both investment and insurance accounts, Daniel David demonstrates substantial expertise in the financial field. His role involves analyzing financial data, which is essential for making informed decisions and advising clients effectively. His experience ensures that he provides reliable and knowledgeable support to his clients.
Skills and Expertise
Daniel David is equipped with significant communication and interpersonal abilities, which are critical in his roles. He has a strong background in effectively managing complex projects, enhancing his capacity to deliver efficient and organized outcomes. His skills facilitate seamless interactions with clients and colleagues, ensuring a high level of service and support.