Danielle Learned Email & Phone Number
Chief Marketing Officer @ Horizon Investments®
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Danielle Learned Location
- Charlotte, NC, US
Danielle Learned Work
- 2025 -now Chief Marketing Officer @
- 2023 -2025 Chief of Staff and Head of Sales Execution @
- 2021 -2023 Chief Of Staff @
- 2018 -2021 Director, Client Operations @
- 2016 -2018 AVP Advisory Product Management @
- 2016 -2016 Senior Product Consultant II - Advisory @
- 2015 -2016 Sr. Product Consultant II - Advisory Platforms @
- 2014 -2015 Internal Wealth Management Consultant II @
- 2013 -2014 Regional Sales Consultant @
- 2012 -2013 Inbound Sales Consultant @
- 2011 -2012 Sales and Operations Assistant @
- 2010 -2010 Front Desk Associate and Sales @
- 2008 -2009 Administrative Assistant and Database Management @ Marc Roos Realty
Danielle Learned Education
- University of Virginia Darden School of Business
Certificate (Leadership and Management)
2022-2023 - Suffolk University - Sawyer Business School
(Management)
2006-2010 - UNC Kenan-Flagler Business School
Master of Business Administration - MBA
- Western Connecticut State University
B.B.A (Business Management & Human Resources Concentration)
Danielle Learned Skills
- Mutual Funds
- Insurance
- Series 63
- Investments
- Retirement
- Financial Services
- Securities
- Financial Advisory
- Series 7
- Investment Advisory
- Retirement Planning
- Sales
- Life Insurance
- Asset Allocation
- Wealth Management
- Fixed Annuities
- Microsoft Excel
- Customer Service
- Sales Presentations
- Relationship Management
- Business Relationship Management
- ETFs
- Series 6
- Variable Annuities
- IRAs
- Morningstar
- Wealth Management Services
- Finra
- Consultation
- Product Support
- Design
Danielle Learned Summary
- Danielle Learned, based in Charlotte, NC, US, is currently a Chief Marketing Officer at Horizon. Danielle Learned brings experience from previous roles at Horizon, Horizon Investments®, Horizon Investments and LPL Financial. Danielle Learned holds a 2022 - 2023 Certificate in Leadership and Management @ University of Virginia Darden School of Business. With a robust skill set that includes Mutual Funds, Insurance, Series 63, Investments, Retirement and more. Danielle Learned has 2 emails and 2 mobile phone numbers on RocketReach.
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Danielle Learned
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Danielle Learned
Chief Marketing Officer
Charlotte, NC, US
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