Danielle Smith Email & Phone Number

Washington, District Of Columbia, United States

Reston, Virginia, United States

• Implement, rebalance and manage household portfolios to align with the investment policy • Organize and present at Portfolio Manager meetings to let the rest of the team of any new investment policies or procedures• Prepare and update investment research materials for Environmental, Social and Governance portfolios to later be presented to clients• Independently research and lead external meetings to look at more efficient rebalancing and trading software• On the… Show more • Implement, rebalance and manage household portfolios to align with the investment policy • Organize and present at Portfolio Manager meetings to let the rest of the team of any new investment policies or procedures• Prepare and update investment research materials for Environmental, Social and Governance portfolios to later be presented to clients• Independently research and lead external meetings to look at more efficient rebalancing and trading software• On the Diversity and Inclusion Internship Committee Show less

Washington D.C. Metro Area

• Perform portfolio reviews and investment analysis to assess clients’ current allocation to best match the individual’s and family’s needs based on their time horizon, risk tolerance and investment objective • Develop relationships with walk-in clients/prospects to understand investment goals to match suitable offerings based upon individual needs• Advise clients on retirement planning, investments, and insurance decisions to help clients achieve their financial objective• Partner… Show more • Perform portfolio reviews and investment analysis to assess clients’ current allocation to best match the individual’s and family’s needs based on their time horizon, risk tolerance and investment objective • Develop relationships with walk-in clients/prospects to understand investment goals to match suitable offerings based upon individual needs• Advise clients on retirement planning, investments, and insurance decisions to help clients achieve their financial objective• Partner with referral companies to advise on the management of business accounts and small business retirement accounts Show less

Indianapolis, Indiana

• Researched and analyzed relevant sectors and companies for clients for them to implement the most appropriate trading strategy• Traded equity, derivative, and fixed income for clients’ portfolios• Reallocated the portfolios of an array of clients to have their financial position represent their overall lifestyle

Munice, Indiana

I mentored first year underrepresented students to get them moved involved and enthusiastic about a career in STEM.

Munice, Indiana

• Collaborated in the design and execution of experiments• Conducted qualitative and quantitative analysis by researching articles relevant to the lab’s objective, and through the collection, analysis and recording of data• Trained new research assistants on lab techniques• Presented research findings through written and speaking presentations to peer groups, to senior management and at multiple conferences

Munice, Indiana

Fishers, Indiana