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
• 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
• 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