2006 -2007 Registered Client Service Associate Junior Broker @
Danielle Place Education
New England School of Law
Doctor of Law (J.D.) (Banking, Corporate, Finance, and Securities Law)
2012-2016
University of New Hampshire
Bachelor's degree (Political Science and Government)
1999-2003
Danielle Place Skills
Financial Planning & Strategy
Microsoft Office
Financial Advisory
Investments
Securities
Financial Services
Trading
Wealth Management
Securitites Regulation
Asset Management
SEC
AML
OFAC
Equities
Risk Management
Investment Company Act
ETFs
Fixed Income
Broker-Dealer
RIA
KYC
Audit
Retirement Plan
Management
Marketing Strategy
Social Media Marketing
Contract Negotiation
Danielle Place Summary
Danielle Place, based in Charlotte, NC, US, is currently a Executive Director at Wells Fargo. Danielle Place brings experience from previous roles at UBS Financial Services, Morgan Stanley and Investors Capital. Danielle Place holds a 2012 - 2016 Doctor of Law (J.D.) in Banking, Corporate, Finance, and Securities Law @ New England School of Law. With a robust skill set that includes Financial Planning & Strategy, Microsoft Office, Financial Advisory, Investments, Securities and more. Danielle Place has 3 emails on RocketReach.
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