Danielle Roberts

Danielle Roberts Email and Phone Number

Private Wealth Operations at Pantheon Ventures @ Pantheon Ventures
New York, NY, US
Danielle Roberts's Location
New York, New York, United States, United States
Danielle Roberts's Contact Details

Danielle Roberts work email

Danielle Roberts personal email

About Danielle Roberts

Motivated, self-starting private equity fund accountant with a background in retail banking and a strong interest in compliance and operations.

Danielle Roberts's Current Company Details
Pantheon Ventures

Pantheon Ventures

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Private Wealth Operations at Pantheon Ventures
New York, NY, US
Website:
pantheon.com
Employees:
553
Danielle Roberts Work Experience Details
  • Pantheon Ventures
    Pantheon Ventures
    New York, Ny, Us
  • Pantheon Ventures
    Private Wealth Operations, Senior Analyst
    Pantheon Ventures Aug 2023 - Present
    London, Gb
  • Pantheon Ventures
    Senior Reporting Analyst
    Pantheon Ventures Jan 2022 - Aug 2023
    London, Gb
  • Pantheon Ventures
    Reporting Analyst
    Pantheon Ventures Nov 2020 - Jan 2022
    London, Gb
  • State Street
    Private Equity Fund Accountant, Associate 2
    State Street Nov 2019 - Nov 2020
    Boston, Massachusetts, Us
  • State Street
    Private Equity Fund Accountant, Associate 1
    State Street Jul 2018 - Nov 2019
    Boston, Massachusetts, Us
  • Xceed Financial Credit Union
    Personal Banker
    Xceed Financial Credit Union May 2017 - Jun 2018
    El Segundo, Ca, Us
    -Advocate for members through various loan (auto/personal) stages, from the initial application to underwriting through to funding-Review credit reports and consult with members on how to better or maintain their score-Offer realistic solutions for debt management and consolidation -Drive business by engaging members with company provided scripted marketing materials
  • Accounting Society Of William Paterson
    Media Director & Nontraditional Student Liaison
    Accounting Society Of William Paterson May 2017 - May 2018
    Manage social media outlets for the Accounting Society, as well as organize events for nontraditional business students
  • Pnc
    Financial Consultant
    Pnc Nov 2015 - May 2017
    Pittsburgh, Pennsylvania, Us
    Responsibilities include achieving/exceeding both individual and branch sales goals, following the newly implemented Consultative Sales method. Maintaining 5 Star CIQ, and trying to retain Gallup Sigma Six status in the branch. Further, assisting the manager by taking the lead on the branch's operational activities and audit preparedness. And as the senior-most financial consultant in the branch, mentoring new employees for success within their roles.
  • Td
    Teller Ii
    Td Jun 2014 - Nov 2015
    Toronto, Ontario, Ca
    My responsibilities included managing a cashbox and reaching sales goals, as well as being my branch's representative at regional customer satisfaction meetings.

Danielle Roberts Skills

Financial Analysis Sales Customer Service Banking Retail Banking Management Microsoft Excel Powerpoint Research Process Improvement Training

Danielle Roberts Education Details

  • William Paterson University Of New Jersey
    William Paterson University Of New Jersey
    Accounting

Frequently Asked Questions about Danielle Roberts

What company does Danielle Roberts work for?

Danielle Roberts works for Pantheon Ventures

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

Danielle Roberts's current role is Private Wealth Operations at Pantheon Ventures.

What is Danielle Roberts's email address?

Danielle Roberts's email address is da****@****ail.com

What schools did Danielle Roberts attend?

Danielle Roberts attended William Paterson University Of New Jersey.

What skills is Danielle Roberts known for?

Danielle Roberts has skills like Financial Analysis, Sales, Customer Service, Banking, Retail Banking, Management, Microsoft Excel, Powerpoint, Research, Process Improvement, Training.

Who are Danielle Roberts's colleagues?

Danielle Roberts's colleagues are Hui-Ping Ong, Erika Linke, Claire Burke-Walsh, Carlos I. Arias, Ryo Okazaki, Nicole Parker, Oliver Trower.

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