Danielle's Professional Bio

Associate Financial Advisor -- CURO Wealth Management -- May 2018 to Present -- Langhorne, PA

CURO utilizes a client-centered approach to help individuals pursue their financial goals and guide them through the complexities of planning for their future. This includes providing guidance in areas of investment management, estate and retirement planning, divorce financial planning, and numerous other areas. I work with the team to develop comprehensive financial plans, tailored investment strategies, and overall service to help exceed our clients' goals.


Wealth Management Associate -- CURO Wealth Management -- September 2014 to May 2018 -- Langhorne, PA

Provide individualized financial advice to clients in a variety of areas related to wealth management and financial planning.

 

Consultant -- IBM -- July 2013 to September 2014 -- Philadelphia, PA

Assisted with project management support on a project at a Fortune 100 pharmaceutical company. Successfully implemented an ERP program across numerous global locations.

 

Student Caller -- Penn State's Lion Line Telefund -- September 2012 to April 2013 -- State College, PA

Obtained donations to Penn State by contacting prospective donors through engaging telephone interactions.
Maintained and updated records of donation activity and history for the University’s Office of Annual Giving.

 

Product Management Intern -- Liberty Mutual Insurance -- June 2012 to August 2012 -- Boston, MA

Conducted research and data analysis in order to determine business unit growth potential within the equipment
dealer industry.
Categorized and analyzed rate filings to enable the business unit to position itself amongst its competitors.

 

Administrative Intern -- Office of Senator Robert P. Casey, Jr. -- May 2011 to August 2011 -- Philadelphia, PA

 

EDUCATION

Pennsylvania State University -- Bachelor of Arts (B.A.), International Politics, Internal Political Economy -- 2009 to 2013

A Schreyer Honors College Scholar – An advanced program that focuses on academic excellence, a global perspective, and opportunities for leadership and civic engagement.

 

VOLUNTEER EXPERIENCE

Center Representative -- United Service Organizations -- July 2018 to Present

Center Representative volunteering out of the Philadelphia airport.

 

Donor and Alumni Relations Captain -- Penn State Dance Marathon -- September 2011 to March 2013

Benefiting Captain:
Contributed to obtaining corporate donations to THON and guaranteed that every donor is properly thanked and receives their entitled benefits.
Led a committee of 30 student volunteers through required tasks and planned numerous events for them to attend along with 90 other volunteers, such as DAR Mix Up.

Local Donor Development Captain:
Implemented a solicitation strategy for Centre County donors and contacted prospective and past corporate donors for donations.
Provided fundraising input as a liaison for seventeen organizations (e.g. Club Lacrosse Team, NAACP).

 

CERTIFICATIONS

Series 66 - Uniform Combined State Law

Series 7 - General Securities Representative

Life, Accident & Health Insurance License