Danielle Tata Email & Phone Number
Senior Client Service Specialist @ Connecticut Wealth Management, LLC
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Danielle Tata Location
- Farmington, CT, US
Danielle Tata Work
- 2025 -now Senior Client Service Specialist @
- 2022 -2025 Client Service Specialist @
- 2020 -2022 Relationship Associate @
- 2018 -2020 Account Administration Specialist @
- 2015 -2018 Student Ambassador @
- 2017 -2017 Arts Administration Intern @
- 2016 -2017 Finance Intern @
- 2014 -2016 Business Administrative Intern @
Danielle Tata Education
- Sacred Heart University
(Marketing & Finance (Dual Major))
2014-2018 - Sacred Heart University Luxembourg 2016-2017
- Marianapolis Preparatory School
High School
2010-2014
Danielle Tata Skills
- Customer Relationship Management (CRM)
- Account Management
- Attention to Detail
- Microsoft Excel
- Leadership
- Social Media
- Microsoft Office
- Microsoft Word
- Microsoft PowerPoint
- Communication
- Organization Skills
- Teamwork
- Customer Support
- Time Management
Danielle Tata Summary
- Danielle Tata, based in Farmington, CT, US, is currently a Senior Client Service Specialist at Connecticut Wealth Management, LLC. Danielle Tata brings experience from previous roles at Connecticut Wealth Management, LLC, Fiduciary Trust International, Eaton Vance and Sacred Heart University. Danielle Tata holds a 2014 - 2018 Sacred Heart University. With a robust skill set that includes Customer Relationship Management (CRM), Account Management, Attention to Detail, Microsoft Excel, Leadership and more. Danielle Tata has 2 emails and 1 mobile phone numbers on RocketReach.
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