Danielle Morrison

Danielle Morrison Email and Phone Number

Executive Assistant to Bobby Hotaling, Founder and CEO at Hotaling Insurance Services @ Hotaling Insurance Services
Danielle Morrison's Location
Melville, New York, United States, United States
Danielle Morrison's Contact Details

Danielle Morrison work email

Danielle Morrison personal email

Danielle Morrison phone numbers

About Danielle Morrison

Experienced Executive Assistant with a demonstrated history of working in high pressure environments. Skilled in event planning (specific to Office of the CEO events), customer service, taking initiative, mentoring, networking, writing, proofreading, advising, Excel, Outlook, Microsoft Word, and shorthand. Skilled at “getting the job done”. Though proud to be an assistant, known by her most recent report as a partner and advisor. An ability to think “outside the box”. Strong administrative professional known as "the glue” to the team, and the "go-to person" by all global departments.Highly regarded, having been one of few assistants chosen to help plan quarterly management meetings and company events, and trusted to serve as a main contact for Nasdaq, when planning breakfast events and Opening Bell. Known, too, for being a close contact to the World Economic Forum team, for planning executives’ participation in calls and meetings, and helping prep the CEO. With a degree focused in business and administration, from the Metropolitan Business College in Sydney, Australia, it’s a privilege and honor to have worked, and to work, in two of the greatest countries in the world.

Danielle Morrison's Current Company Details
Hotaling Insurance Services

Hotaling Insurance Services

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Executive Assistant to Bobby Hotaling, Founder and CEO at Hotaling Insurance Services
Danielle Morrison Work Experience Details
  • Hotaling Insurance Services
    Executive Assistant To The Founder And Chief Executive Officer
    Hotaling Insurance Services Sep 2021 - Present
    Melville, New York, Us
    As a nationally licensed and fully independent risk management family office, Hotaling Insurance Services specializes in developing robust protection strategies to meet the unique needs of our diverse clientele. We have over 20 years of experience navigating the distinct exposures that arise in advanced risk mitigation planning. Through our all-encompassing approach, we deliver high level estate and business solutions, employee benefits programs, and Property & Casualty platforms.Our process involves the multifaceted interaction of many financial and legal instruments, all weighing against a client’s needs and objectives. We have a turnkey methodology of organizing, analyzing, and simplifying our clients’ information into a comprehensive and concise financial planning portfolio which accurately depicts their current situation.The information within the portfolio is then evaluated in coordination with our clients’ tax, financial and legal teams in order to ensure that any planning concepts are seamlessly integrated into their overall financial landscape. This process enables us to more prudently advise our clients.Working in close proximity with our client’s tax, financial and legal teams ensures that a comprehensive analysis is completed prior to implementing any strategies. Technical modeling is performed to provide a visual representation of how estate decisions will affect the overall financial picture as well as their impact on family members and charities.Once a client’s objectives are clearly defined and a client is informed of their available planning options and the implications thereof, we execute clear strategies in partnership with the client’s advisory team.It is only through diligent and focused ongoing service that a client’s goals are ultimately achieved. We conduct annual client review meetings to ensure that all implemented strategies remain in legal compliance and aligned with a client’s evolving objectives.
  • Henry Schein
    Executive Assistant, Office Of The Ceo
    Henry Schein Jun 2009 - Jul 2021
    Melville, Ny, Us
    Assisted VP, Global Professional Relations (2009 to 2012) - Office of the CEOAssisted VP, Chief Global Communications Officer (2012 2021) - Office of the CEO
  • Skadden, Arps, Slate, Meagher & Flom Llp & Affiliates
    Legal Assistant
    Skadden, Arps, Slate, Meagher & Flom Llp & Affiliates Jan 1993 - May 1998
    New York, Ny, Us
    Assisted then 11th year Partner

Danielle Morrison Skills

Customer Service Office Administration Healthcare Team Building Microsoft Office Microsoft Excel Powerpoint Microsoft Word Software Documentation Event Planning Budgets Concur

Danielle Morrison Education Details

  • Metropolitan Business College, Sydney, Australia
    Metropolitan Business College, Sydney, Australia
    Business And Administration

Frequently Asked Questions about Danielle Morrison

What company does Danielle Morrison work for?

Danielle Morrison works for Hotaling Insurance Services

What is Danielle Morrison's role at the current company?

Danielle Morrison's current role is Executive Assistant to Bobby Hotaling, Founder and CEO at Hotaling Insurance Services.

What is Danielle Morrison's email address?

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What is Danielle Morrison's direct phone number?

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What schools did Danielle Morrison attend?

Danielle Morrison attended Metropolitan Business College, Sydney, Australia.

What are some of Danielle Morrison's interests?

Danielle Morrison has interest in Love My Job.

What skills is Danielle Morrison known for?

Danielle Morrison has skills like Customer Service, Office Administration, Healthcare, Team Building, Microsoft Office, Microsoft Excel, Powerpoint, Microsoft Word, Software Documentation, Event Planning, Budgets, Concur.

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