Danielle McCoy Email & Phone Number
Executive Investment Manager @ Hometap
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Danielle McCoy Location
- Hillsboro, OR, US
Danielle McCoy Work
- 2025 -now Executive Investment Manager @
- 2022 -2025 Senior Investment Manager @
- 2021 -2022 Investment Manager @
- 2021 -2021 Business Systems Consultant 4 @
- 2018 -2020 Sr Premier Financial Manager @
- 2016 -2018 Premier Financial Representative @
- 2015 -2016 Financial Solutions Representative 2 @
- 2011 -2013 Relationship Manager @ KeyBank
- 2009 -2011 Consumer Banking Representative @
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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