Danielle Cutler Email & Phone Number
Investment Consultant @ Fidelity Investments
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Danielle Cutler Location
- Salt Lake City, UT, US
Danielle Cutler Work
- 2024 - now Investment Consultant @
- 2023 - 2024 Financial Advisor @
- 2022 - 2023 Financial Consultant @
- 2021 - 2022 Managed Account Representativ @
- 2017 - 2021 Branch Service Representative @
- 2016 - 2017 Business Development Specialist @
- 2014 - 2016 Client Service Specialist @
- 2013 - 2014 Client Associate @ DA Davidson
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 Investment Consultant at Fidelity Investments. Danielle Cutler brings experience from previous roles at Morgan Stanley, E*TRADE from Morgan Stanley and E*TRADE. 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 2 emails and 1 mobile phone numbers on RocketReach.
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