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Danielle Cutler Location
Salt Lake City, UT, US
Danielle Cutler Work
Relationship Manager @ (May 2026 - Present)
Investment Consultant @ (September 2024 - May 2026)
Financial Advisor @ (March 2023 - September 2024)
Financial Consultant @ (May 2022 - November 2023)
Managed Account Representativ @ (January 2021 - May 2022)
Branch Service Representative @ (September 2017 - January 2021)
Business Development Specialist @ (April 2016 - June 2017)
Client Service Specialist @ (October 2014 - April 2016)
Client Associate @ DA Davidson (September 2013 - October 2014)
Danielle Cutler Education
Brigham Young University
Bachelor of Arts (B.A.) (Art)
1995-1999
Danielle Cutler Skills
Leadership
Wealth Management
Portfolio Management
Series 63
Account Resolution
Trading
Client Issue Resolution
Series 66
Asset Allocation
Securities Regulation
Account Management
Regulatory Compliance
Series 7
Retirement Planning
Equities
Sales
Mutual Funds
Danielle Cutler Summary
Danielle Cutler, based in Salt Lake City, UT, US, is currently a Relationship Manager at Farther. Danielle Cutler brings experience from previous roles at Fidelity Investments, Morgan Stanley and E*TRADE from Morgan Stanley. Danielle Cutler holds a 1995 - 1999 Bachelor of Arts (B.A.) in Art @ Brigham Young University. With a robust skill set that includes Leadership, Wealth Management, Portfolio Management, Series 63, Account Resolution and more. Danielle Cutler has 1 emails and 1 mobile phone numbers on RocketReach.
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