Daniel M Leeper

Experience June 2011 - Present Retired October 2007 - June 2011 LPL Financial Services Financial Advisor April 2004 - February 2007 Chase Investment Services Phoenix, AZ Independent Financial Advisor June 2000-April 2004 Charles Schwab Co. Phoenix, AZ National Outbound Call Center responsible for new account and asset acquistion. Regional Outbound Call Team responsible for existing client assistance Investment Representative June 1998-May 2000 American Express Financial Advisors Austin, TX Acquired 85 clients and $2.8 Mil in production in first nine months. Completed first year #9 in nation among first year advisors. Personal Financial Advisor 1969-1998 Dept. of the Army Officer Worldwide locations Unit Leader, Manager and Instructor (active & reserve duty) Trained instructor of officers for five years. Executive assistant to four general officers. Led and managed soldiers worldwide in peace and combat zones. 1984–1998 Dept. of the Army Civilian Worldwide locations Management, Program and Budget Analyst  Senior analyst for $450M+ annual budget. Extensive organizational/efficiency restructuring review experience. Extensive data analysis/information generation experience.

Education 1982-1986 Golden Gate University San Francisco, CA M.B.A. Management 1965-1969 Western Kentucky University Bowling Green, KY B.A., Government