Danielle Roberts Email and Phone Number
Danielle Roberts work email
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Danielle Roberts personal email
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Motivated, self-starting private equity fund accountant with a background in retail banking and a strong interest in compliance and operations.
Pantheon Ventures
View- Website:
- pantheon.com
- Employees:
- 553
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Pantheon VenturesNew York, Ny, Us -
Private Wealth Operations, Senior AnalystPantheon Ventures Aug 2023 - PresentLondon, Gb -
Senior Reporting AnalystPantheon Ventures Jan 2022 - Aug 2023London, Gb -
Reporting AnalystPantheon Ventures Nov 2020 - Jan 2022London, Gb -
Private Equity Fund Accountant, Associate 2State Street Nov 2019 - Nov 2020Boston, Massachusetts, Us -
Private Equity Fund Accountant, Associate 1State Street Jul 2018 - Nov 2019Boston, Massachusetts, Us -
Personal BankerXceed Financial Credit Union May 2017 - Jun 2018El 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 -
Media Director & Nontraditional Student LiaisonAccounting Society Of William Paterson May 2017 - May 2018Manage social media outlets for the Accounting Society, as well as organize events for nontraditional business students
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Financial ConsultantPnc Nov 2015 - May 2017Pittsburgh, Pennsylvania, UsResponsibilities 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. -
Teller IiTd Jun 2014 - Nov 2015Toronto, Ontario, CaMy 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
Danielle Roberts Education Details
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William Paterson University Of New JerseyAccounting
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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