AeroLeads people directory · profile
Danielle Banks Email & Phone Number
Director of Operations and Client Services
at
Frederica Wealth Advisory
1 work email found
@sofi.org
1 phone found area 678
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Operations and Client Services
Location
Metro Jacksonville, United States
Company size
Who is Danielle Banks? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Danielle Banks is listed as Director of Operations and Client Services at Frederica Wealth Advisory, a with 4 employees, based in Metro Jacksonville, United States. AeroLeads shows a work email signal at sofi.org, phone signal with area code 678, and a matched LinkedIn profile for Danielle Banks.
Danielle Banks previously worked as Investment Specialist and Client Relationship Manager at Sofi and Investment Specialist/ Client Relationship Manager at Sofi. Danielle Banks holds Bachelor Of Business Administration - Bba, Finance, General from College Of Coastal Georgia.
Company email context
Email format at Frederica Wealth Advisory
This section adds company-level context without repeating Danielle Banks's masked contact details.
*@sofi.org
68% confidence
AeroLeads found 1 current-domain work email signal for Danielle Banks. Compare company email patterns before reaching out.
Profile bio
About Danielle Banks
Financial services professional empowering members into a confident future through education and personal feedback. Supporting a growing FinTech company set to change the industry norm. Actively seeking graduate degree programs.
Listed skills include Leadership, Financial Analysis, Investment Portfolio Design, Time Management, and 3 others.
Current workplace
Danielle Banks's current company
Company context helps verify the profile and gives searchers a useful next step.
Frederica Wealth Advisory
9 roles
Danielle Banks work experience
A career timeline built from the work history available for this profile.
Investment Specialist And Client Relationship Manager
Investment Specialist/ Client Relationship Manager
Oct 2020 - Jul 2021
Financial Services Representative
Jan 2020 - Oct 2020
Server
Nov 2018 - Jan 2020
Kayak Eco Tour Guide And Sales Associate
Mar 2016 - Jan 2020
Facilitator
Sep 2015 - Jan 2020
Financial Analyst
Contracted
Jun 2019 - Nov 2019
1 education record
Danielle Banks education
-
College Of Coastal Georgia
FAQ
Frequently asked questions about Danielle Banks
Quick answers generated from the profile data available on this page.
What company does Danielle Banks work for?
Danielle Banks works for Frederica Wealth Advisory.
What is Danielle Banks's role at Frederica Wealth Advisory?
Danielle Banks is listed as Director of Operations and Client Services at Frederica Wealth Advisory.
What is Danielle Banks's email address?
AeroLeads has found 1 work email signal at @sofi.org for Danielle Banks at Frederica Wealth Advisory.
What is Danielle Banks's phone number?
AeroLeads has found 1 phone signal(s) with area code 678 for Danielle Banks at Frederica Wealth Advisory.
Where is Danielle Banks based?
Danielle Banks is based in Metro Jacksonville, United States while working with Frederica Wealth Advisory.
What companies has Danielle Banks worked for?
Danielle Banks has worked for Frederica Wealth Advisory, Sofi, Merrill Edge, Halyards Restaurant, and Southeast Adventure Outfitters.
Who are Danielle Banks's colleagues at Frederica Wealth Advisory?
Danielle Banks's colleagues at Frederica Wealth Advisory include Anna Hart and Mason Christmas.
How can I contact Danielle Banks?
You can use AeroLeads to view verified contact signals for Danielle Banks at Frederica Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Danielle Banks attend?
Danielle Banks holds Bachelor Of Business Administration - Bba, Finance, General from College Of Coastal Georgia.
What skills is Danielle Banks known for?
Danielle Banks is listed with skills including Leadership, Financial Analysis, Investment Portfolio Design, Time Management, Interpersonal Skills, Critical Thinking, and Communication.
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