Danielle Nielsen Email & Phone Number
Wealth Advisor @ Valley First, a division of First West Credit Union
Danielle Nielsen's Location
Canada
Danielle Nielsen's Work
- Wealth Advisor @ Valley First, a division of First West Credit Union
- Wealth Services Associate @ CUSO Wealth Strategies Inc.
- Business Development Coordinator @ CUSO Wealth Strategies Inc.
- Administrative Coordinator @ CUSO Wealth Strategies Inc.
- Branch Manager @ Aldergrove Credit Union
- Community Director - South Langley @ Greater Langley Chamber of Commerce
- Mobile Mortgage Specialist @ TD
- Member Service Manager, Mobile Mortgage Specialist, Account Manager @ Vancity
Danielle Nielsen's Education
- Canadian Securities Institute
Financial Planning I
2021 - 2021 - Canadian Securities Institute
Personal Financial Services Advice
2021 - 2021 - Canadian Securities Institute
Canadian Securities Course
2020 - 2020
- Canadian Securities Institute
Mortgage Broker Course (Mortgages)
2008 - 2008 - Canadian Securities Institute
Mutual Funds
2004 - 2005 - Canadian Securities Institute
Residential Mortgage Lending
2003 - 2004 - Douglas College
Accounting
1993 - 1995
Danielle Nielsen's Skills
- Management
- Credit Unions
- Team Building
- Coaching Staff
- Inspiring Teams
- Banking
- Mortgage Lending
- Refinance
- Credit
- Branch Management
Danielle Nielsen's Summary
Danielle Nielsen, based in Canada, is currently a Wealth Advisor at Valley First, a division of First West Credit Union, bringing experience from previous roles at CUSO Wealth Strategies Inc. and Aldergrove Credit Union. Danielle Nielsen holds a 2021 - 2021 Financial Planning I @ Canadian Securities Institute. With a robust skill set that includes Management, Credit Unions, Team Building, Coaching Staff, Inspiring Teams and more, Danielle Nielsen contributes valuable insights to the industry. Danielle Nielsen has 2 emails on RocketReach.
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Maureen Kilcullen
Business Banking Advisor at Valley First, a division of First West Credit Union
West Kelowna, BC, CA21 -
ViewSimon Mills
Director of Commercial Banking at Valley First, a division of First West Credit Union
British Columbia, Canada2 -
ViewSahar Aspari
Senior Financial Advisor at Valley First, a division of First West Credit Union
British Columbia, Canada2 -
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Chloe Barton
Business Banking Advisor at Valley First, a division of First West Credit Union
Kamloops, British Columbia, Canada2
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