Danielle McCoy Email & Phone Number
Executive Investment Manager @ Hometap
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Danielle McCoy Location
- Hillsboro, OR, US
Danielle McCoy Work
- Executive Investment Manager @ (April 2025 - Present)
- Senior Investment Manager @ (October 2022 - April 2025)
- Investment Manager @ (September 2021 - September 2022)
- Business Systems Consultant 4 @ (February 2021 - June 2021)
- Sr Premier Financial Manager @ (April 2018 - October 2020)
- Premier Financial Representative @ (January 2016 - April 2018)
- Financial Solutions Representative 2 @ (March 2015 - January 2016)
- Relationship Manager @ KeyBank (July 2011 - December 2013)
- Consumer Banking Representative @ (August 2009 - May 2011)
Danielle McCoy Education
- Columbia College
BA (Human Services)
2007-2011
Danielle McCoy Skills
- Sales Management
- Leadership
- Customer Relationship Management (CRM)
- Retail Banking
- Sales
- Business Development
- Banking
- Loans
- Credit
- Consumer Lending
- Product Development
- Mortgage Lending
- Financial Services
- Recruiting
- Insurance
- Business-to-Business (B2B)
- Lead Generation
- Hiring
- Microsoft PowerPoint
- Microsoft Excel
- Salesforce.com
- Microsoft Outlook
- Software as a Service (SaaS)
- Coaching
- Team Leadership
- Public Speaking
- Customer Service
- Emotional Intelligence
- Interpersonal Communication
- Presentation Skills
- Training & Development
- Team Building
- Driving Results
- Business Relationship Management
- Cross Functional Team Building
- Virtual Management
- Virtual Teams
- C-Level Presentations
- C-Level Sales
- Positive Discipline
- Remote
- High Net Worth Individuals
- High Performance Teams
- Microsoft Word
- Event Planning
- Corporate Events
- Fundraising
- Networking
- Financial Statement Analysis
- Sales Prospecting
- Fixed Annuities
- Portfolio Management
- Commercial Banking
- Microsoft Office
- Marketing
- Financial Analysis
- Project Management
- Marketing Strategy
- Life And Health Insurance Licenses
- Small Business Lending
- Commercial Lending
Danielle McCoy Summary
- Danielle McCoy, based in Hillsboro, OR, US, is currently a Executive Investment Manager at Hometap. Danielle McCoy brings experience from previous roles at Hometap, Signature Consultants and First Tech Federal Credit Union. Danielle McCoy holds a 2007 - 2011 BA in Human Services @ Columbia College. With a robust skill set that includes Sales Management, Leadership, Customer Relationship Management (CRM), Retail Banking, Sales and more. Danielle McCoy has 2 emails and 1 mobile phone numbers on RocketReach.
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