Danielle Lacey Email & Phone Number
AVP, Sr. Client Relationship Manager @ T. Rowe Price
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Danielle Lacey Location
- Colorado Springs, CO, US
Danielle Lacey Work
- AVP, Sr. Client Relationship Manager @ (April 2023 - Present)
- Intermediary Sales Consultant @ (March 2021 - April 2023)
- Associate Wealth Advisor @ (April 2019 - March 2021)
- Client Account Manager @ (August 2013 - April 2019)
- Development Associate @ (June 2012 - July 2013)
- Teller II @ Pacific Marine Credit Union (November 2006 - April 2007)
- Teller @ Washington Mutual Bank (July 2004 - February 2006)
Danielle Lacey Education
- University of Colorado at Colorado Springs
Bachelor of Arts (BA) (Organizational and Strategic Communication)
- Colorado State University Global
Master's degree (Finance, General)
- University of Colorado Denver
Master of Science (MS) (Management and Organization)
Danielle Lacey Skills
- 401(k) Retirement Savings Plans
- Account Management
- Customer Service
- Data Analysis
- Financial Planning
- Financial Services
- Fundraising
- Leadership
- Microsoft Excel
- Mutual Funds
- Presentation Skills
- Public Speaking
- Relationship Management
- Research
- Retirement Planning
- Sales
- Salesforce
- Strategic Planning
- Training
- Wealth Management
Danielle Lacey Summary
- Danielle Lacey, based in Colorado Springs, CO, US, is currently a AVP, Sr. Client Relationship Manager at T. Rowe Price. Danielle Lacey brings experience from previous roles at T. Rowe Price, Buckingham Strategic Wealth and Pikes Peak United Way. Danielle Lacey holds a Bachelor of Arts (BA) in Organizational and Strategic Communication @ University of Colorado at Colorado Springs. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Customer Service, Data Analysis, Financial Planning and more. Danielle Lacey has 4 emails and 9 mobile phone numbers on RocketReach.
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