Danielle Place Email & Phone Number
Executive Director @ Wells Fargo
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Danielle Place Location
- Charlotte, NC, US
Danielle Place Work
- 2018 -now Executive Director @
- 2014 -2017 Associate Director and Supervisory Officer @
- 2013 -2014 Assistant Vice President | Complex Service Manager @
- 2007 -2013 Sr. New Business Principal | Surveillance Supervisor | Asst. Due Diligence Officer @ Investors Capital
- 2007 -2008 Asst. Anti-Money Laundering Officer | Compliance Analyst @ Investors Capital
- 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 and 3 mobile phone numbers on RocketReach.
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