Danielle Ballard Email & Phone Number
Wealth Management Reporting Specialist @ Prime Financial Group
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Danielle Ballard Location
- Kansas City, MO, US
Danielle Ballard Work
- Wealth Management Reporting Specialist @ (May 2026 - Present)
- Client Services @ (October 2017 - May 2026)
- Treasury Management Specialist @ Bear State Bank (June 2016 - October 2017)
- Client Operations Specialist II @ (September 2015 - June 2016)
- Senior Mutual Fund and Corporate Securities Representative @ (July 2007 - September 2015)
Danielle Ballard Education
- University of Missouri-Kansas City
Bachelor of Communication Studies
2007-2011
Danielle Ballard Skills
- Account Management
- Account Reconciliation
- Corporate Finance
- Corporate Security
- Customer Service
- Event Planning
- Financial Reporting
- Investments
- Leadership
- Microsoft Office
- Mutual Funds
- Public Speaking
- Sales
- Social Media
Danielle Ballard Summary
- Danielle Ballard, based in Kansas City, MO, US, is currently a Wealth Management Reporting Specialist at Prime Capital Financial. Danielle Ballard brings experience from previous roles at Prime Capital Financial of Northwest Arkansas, Bear State Bank, State Street and DST Systems. Danielle Ballard holds a 2007 - 2011 Bachelor of Communication Studies @ University of Missouri-Kansas City. With a robust skill set that includes Account Management, Account Reconciliation, Corporate Finance, Corporate Security, Customer Service and more. Danielle Ballard has 1 emails and 2 mobile phone numbers on RocketReach.
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