Katy, Texas, United States
Flodder Financial Group focuses on helping oil industry executives and professionals take advantage of the great benefits that can be available in the oil industry. We help them develop personalized strategies to optimize their stock options and grants, deferred comp opportunities, and tax deferred or tax free retirement plans. Then when they are ready, we help them select and celebrate their retirement date or switch to a part time consulting strategy. We help them with the important pension decisions surrounding Lump Sum options and the possible benefits of Net Unrealized Appreciation (NUA) opportunities. Finally, we help them generate their retirement “paycheck” in a tax efficient manner and help them stay retired. During these key years we also help them protect against the bad things that can happen in life by helping them maintain appropriate wills and insurance plans.
Daniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.
Daniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.
In business since 1859, AXA Equitable is a leading financial protection company and a premier provider of life insurance, annuities, and related financial services. AXA Group is #2 in sales according to statistics compiled by Forbes Magazine for its Forbes Global 2000 list of the world's biggest public entities (Diversified Insurance category) for 2012. AXA Equitable Life Insurance Company has been helping individuals develop financial strategies for over 150 years and as a member of the renowned Retirement Benefits Group at AXA Advisors, LLC, Daniel works closely with local school districts and nonprofit organizations to plan for their employees' retirement goals. In addition he has many individual and business clients whom he assists, by helping them build sound financial futures through college planning, risk management, the accumulation of retirement assets, and estate questions.
• Create invoices, receive payments, and maintain accurate ledgers using QuickBooks Pro • Generate weekly payroll for 14 employees and manage employee benefit system • Interact with clientele via excellent customer service by phone, email, and direct communication
• Design a technology platform to house the membership relations Gold Standard Form database • Introduce a new nomination form for member events • Develop work flow reporting capabilities using Microsoft SharePoint and Microsoft InfoPath
• Consulted for business expansion and risk allocation; resulted in building of brand new warehousing facilities o Upgraded operating systems: Integrated traditional workstations with mobile production units which increased work flexibility and maximized efficiency o Increased brand recognition: Decreased sales to cost ratio by 15% by introducing product lines into new market segments
• Responsible for product inventory and deliveries. • Coordinated with shipping companies and clients to make sure products were satisfactory and delivered on time. • Ran the operations of the warehouse; inventory upkeep, stocking, and product placement.