Danielle Steffen
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Danielle Steffen Email & Phone Number

Private Wealth Associate at Bankers Trust
Location: Des Moines Metropolitan Area, United States 12 work roles 3 schools
1 work email found @darden.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@darden.com
LinkedIn Profile matched
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Current company
Role
Private Wealth Associate
Location
Des Moines Metropolitan Area, United States
Company size

Who is Danielle Steffen? Overview

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Quick answer

Danielle Steffen is listed as Private Wealth Associate at Bankers Trust, a with 664 employees, based in Des Moines Metropolitan Area, United States. AeroLeads shows a work email signal at darden.com and a matched LinkedIn profile for Danielle Steffen.

Danielle Steffen previously worked as Case Manager, Annuity New Business at Sammons Financial Group Companies and Case Manager at Sammons Financial Group Companies. Danielle Steffen holds Bachelor Of Arts - Ba, Graphic Design from Grand View University.

Company email context

Email format at Bankers Trust

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{first_initial}{last}@darden.com
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AeroLeads found 1 current-domain work email signal for Danielle Steffen. Compare company email patterns before reaching out.

Profile bio

About Danielle Steffen

Danielle Steffen is a Private Wealth Associate at Bankers Trust. She possess expertise in illustrator, adobe creative suite, indesign, wordpress, photoshop and 16 more skills. She is proficient in Italian and Spanish.

Listed skills include Illustrator, Adobe Creative Suite, Indesign, Wordpress, and 17 others.

Current workplace

Danielle Steffen's current company

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Bankers Trust
Bankers Trust
Private Wealth Associate
Des Moines, IA, US
Employees
664
AeroLeads page
12 roles

Danielle Steffen work experience

A career timeline built from the work history available for this profile.

Freelance Graphic Designer

Danielle Steffen

Des Moines, Iowa

• Produced detailed graphics and illustrations specific to client requests and brand guidelines• Collaborated with clients to set budget, discuss brand strategy, and create asset delivery timeline• Created logos, brand elements, signage, wedding invitations, WordPress/Squarespace sites, etc.• Proficient in Adobe InDesign, Illustrator, Photoshop, Acrobat Pro, Microsoft Office

Manager - Customer Accounts

West Des Moines, Iowa, United States

• Led a team of 10+ client liaisons during the processing period and through collections • Managed performance metrics and KPIs to coach, train, and performance manage • Maintained team metrics, converting 93% of invoices to payment received before handing off to legal collections • Built and tested a master checklist for Customer Accounts team and QAed client accounts with a 90% pass rate • Provided team members direction, solved reoccurring issues and escalations • Developed internal relationships to problem solve and create efficiencies for internal use and third party vendors • Facilitated cross-functional communication to ensure smooth processing and successful project execution

Jun 2023 - Oct 2024

Refund Assurance Champion Team Lead

West Des Moines, Iowa, United States

• Provided a team of 10+ direction, coaching, and training to consistently foster employee development • Trained and mentored RAC team members to ensure project scope and deadlines were met • Workforce planning, interviewing, and hiring to flex to the changing caseload • Collaborated to improve processes and policies for the team and wrote SOPs to standardize the RAC process • Collected an extensive database of client escalations, IRS letters, and tax codes for better customer experience

Nov 2022 - Jun 2023

Refund Assurance Champion (Rac)

Des Moines, Iowa, United States

• Built long-term relationships with clients during and after the refund waiting process • Anticipated, managed, and resolved client expectations through client interaction and market research • Developed the first iteration training guide and SOP for new hires and facilitated new hire training sessions • Partnered with multiple departments to identify opportunities to create a better client experience through the pipeline • Secured client testimonials, reviews, and case studies, resulting in a client marketing commercial

Jun 2022 - Nov 2022

Studio Manager

Clive, Iowa

• Led a team of 12+, communicating across two locations to ensure brand consistency • Hired, trained, and coached employees to encourage great customer service and client satisfaction• Managed internal operations to improve the quality of service for clients and increased efficiency for staff• Built strong relationships, converting new clients to repeating customers• Facilitated a strict production schedule, while ensuring quality control for client projects• Generated marketing strategies to maintain sales during the COVID-19 pandemic• Formulated strategies to grow social media following by 25%

Apr 2016 - Feb 2022

Certified Trainer/To-Go Specialist/Hostess/Server

Ankeny, Iowa, United States

• Managed restaurant of 40+ team members during full volume• Communicated between management, front of house, back of house, and guests to ensure an excellent experience• Trained new staff members to Olive Garden standards and product information

Dec 2010 - Jul 2018

Graphic And Web Designer

Hott Off The Press Printing Company

Des Moines, Iowa Area

• Maintained and built strong client relationships by anticipating client needs and expectations• Produced all in-house digital, print, and web design services• Managed projects comprehensively: including prepress operations, print production, quality control, delivery• Designed detailed visuals and illustrations while maintaining client-specific style guide• Initiated, developed, and maintained vendor relationships to secure client satisfaction

Dec 2014 - Sep 2015

Graphic Artist

• Produced advertisements from start to finish, following Gannett guidelines and specifications• Created, edited, and updated advertisements for all Gannett publications• Exceeded the 3.3 ads per hour benchmark to maintain a rigorous print schedule• Monitored quality control while meeting a rigid deadline

Mar 2014 - Dec 2014

Graphics Intern

Ankeny, Iowa

Help with proofing, finding images in databases.Communicating with others about deadlines, progress, and concerns.Learning with hands-on experience.

Aug 2012 - Jan 2013
Team & coworkers

Colleagues at Bankers Trust

Other employees you can reach at bankerstrust.com. View company contacts for 664 employees →

3 education records

Danielle Steffen education

Bachelor Of Arts (B.A.), Graphic Design And Visual Arts

Scoula Lorenzo De' Medici
FAQ

Frequently asked questions about Danielle Steffen

Quick answers generated from the profile data available on this page.

What company does Danielle Steffen work for?

Danielle Steffen works for Bankers Trust.

What is Danielle Steffen's role at Bankers Trust?

Danielle Steffen is listed as Private Wealth Associate at Bankers Trust.

What is Danielle Steffen's email address?

AeroLeads has found 1 work email signal at @darden.com for Danielle Steffen at Bankers Trust.

Where is Danielle Steffen based?

Danielle Steffen is based in Des Moines Metropolitan Area, United States while working with Bankers Trust.

What companies has Danielle Steffen worked for?

Danielle Steffen has worked for Bankers Trust, Sammons Financial Group Companies, Danielle Steffen, Innovation Refunds, and Glazed Expressions.

Who are Danielle Steffen's colleagues at Bankers Trust?

Danielle Steffen's colleagues at Bankers Trust include Tyler Bro, Cia, Nita Jeffrey, Samantha Pudenz, Jake Ganske, and Christina Liu.

How can I contact Danielle Steffen?

You can use AeroLeads to view verified contact signals for Danielle Steffen at Bankers Trust, including work email, phone, and LinkedIn data when available.

What schools did Danielle Steffen attend?

Danielle Steffen holds Bachelor Of Arts - Ba, Graphic Design from Grand View University.

What skills is Danielle Steffen known for?

Danielle Steffen is listed with skills including Illustrator, Adobe Creative Suite, Indesign, Wordpress, Photoshop, Graphics, Layout, and Mac.

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