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
- Senior Client Service Specialist @ (January 2025 - Present)
- Client Service Specialist @ (July 2022 - January 2025)
- Relationship Associate @ (October 2020 - July 2022)
- Account Administration Specialist @ (October 2018 - October 2020)
- Student Ambassador @ (August 2015 - May 2018)
- Arts Administration Intern @ (May 2017 - August 2017)
- Finance Intern @ (December 2016 - January 2017)
- Business Administrative Intern @ (June 2014 - August 2016)
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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