Daniel Nettles

Client Relationship Manager

Daniel Nettles has a diverse work experience spanning over several years. Daniel is currently working as a Support Manager at Spivey & Company, Inc. since November 2022. Prior to this, they worked as a Client Relationship Manager at Kallaco starting from August 2020.

Before their role at Kallaco, Daniel owned and managed Soza Weight Loss of Harvey, starting in March 2012. As the owner, they made staff decisions, managed daily operations, and handled various responsibilities such as payroll, inventory, sales, customer support, advertising, and bookkeeping.

Daniel also gained experience in the financial industry as a Branch Associate at IMPERA Wealth Management, LLC from July 2019 to August 2020. In this role, they provided research support for model portfolios and assisted clients with their needs. Daniel also passed the FINRA Securities Industry Essentials (SIE) Exam.

Additionally, Daniel worked as a Security Consultant at U.S.A. Fire and Burglar Alarm, LLC from August 2011 to March 2012. In this position, they managed the sales process, designed security plans, built relationships with clients, conducted sales presentations, and completed work orders.

Daniel's earlier work experience includes roles such as Resource Manager at Capella & Motter from August 2004 to October 2010, Independent Agent at Aflac from May 2002 to August 2004, and Staff Assistant at Molaison, Colvin, Greenberg, Zelenka, Morris & Loeb from February 1998 to May 2002.

Overall, Daniel Nettles has a well-rounded background with experience in management, client relations, finance, security, and administrative tasks.

Daniel Nettles holds a Bachelor of Arts (BA) degree in History from the University of New Orleans. Additionally, they obtained a certification in Securities Industry Essentials from FINRA in February 2020. However, the specific start and end years of their education are not provided.

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