Nora Daniels, Cfp®

Nora Daniels, Cfp® Email and Phone Number

Financial Planner at Rope Financial @ Rope Financial
Nora Daniels, Cfp®'s Location
Greater Boston, United States
Nora Daniels, Cfp®'s Contact Details

Nora Daniels, Cfp® personal email

About Nora Daniels, Cfp®

Investment advice offered through Great Valley Advisor Group (GVA) (https://greatvalleyadvisors.com/whatwedo/), a Registered Investment Advisor. Great Valley Advisor Group and Rope Financial are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. Third party posts found on this profile do not reflect the views of GVA and have not been reviewed by GVA as to accuracy or completeness.

Nora Daniels, Cfp®'s Current Company Details
Rope Financial

Rope Financial

View
Financial Planner at Rope Financial
Nora Daniels, Cfp® Work Experience Details
  • Rope Financial
    Financial Planner
    Rope Financial Jun 2024 - Present
    Greater Boston
  • Rope Financial
    Financial Planner Assistant
    Rope Financial Jun 2021 - May 2024
    Greater Boston
  • Ptc
    Senior Marketing Automation Specialist
    Ptc Dec 2018 - May 2021
    Greater Boston Area
  • Ptc
    Marketing Automation Specialist
    Ptc Jan 2016 - Dec 2018
    Greater Boston Area
    • Created and maintained all process and system documentation• Performed quality assurance at a high level of detail for all team members• Implemented and optimized lead nurture campaigns• Developed logic for campaign flows and created/edited HTML assets
  • The Ulman Cancer Fund For Young Adults
    4K For Cancer Cyclist
    The Ulman Cancer Fund For Young Adults May 2015 - Aug 2015
    Baltimore, Maryland Area
    • Fundraised $9,455 for the Ulman Cancer Fund, contributing to the $1.1 million raised for the organization this year through the rides• Rode my bicycle 4,000 miles from Baltimore, MD to San Diego, CA over 70 days with a team of 25 young men and women• Volunteered at cancer centers across the country on 10 rest/service days• Independently operated by our team: solely in charge of solidifying places to sleep, acquiring food donations, and driving support vans
  • Quickpivot
    Account Executive
    Quickpivot May 2013 - May 2015
    Greater Boston Area
    • Translated client requests/visions into automated marketing campaigns in Eloqua and advising on best practices• Managed data flow: ensured data collected was stored and reported on in accordance with client goals• Created and analyzed strategic reports, transforming them into meaningful insights to be used in actionable decisions
  • Bentley University
    Resident Assistant
    Bentley University Jan 2011 - May 2013
    •Planned multiple educational and social events per month to build community and good moral among 250 resident students•Cultivated connections with 30+ resident students as a resource, disciplinary figure, and role model
  • Bentley University
    First Year Seminar Peer Facilitator
    Bentley University Sep 2012 - Nov 2012
    Waltham, Ma
    • Created and prepared class lessons for students on a weekly basis• Recruited guest speakers from around campus for each class
  • Bentley University Academic Technology Center
    Video Production Assistant
    Bentley University Academic Technology Center Oct 2009 - May 2013
    Waltham, Ma
    •Developed skills in video production through filming classes, guest speakers, and events important to the Bentley community•Encoded videos for Internet based viewing (.wmv, .mp4)•Facilitated transfer of video files to streaming servers via Filezilla•Performed basic editing of videos using Windows Media Encoder, Avid Studio, and Boilsoft Joiner and Splitter•Interacted with members of the Bentley community including students, faculty, staff, administrators, and non-Bentley guest… Show more •Developed skills in video production through filming classes, guest speakers, and events important to the Bentley community•Encoded videos for Internet based viewing (.wmv, .mp4)•Facilitated transfer of video files to streaming servers via Filezilla•Performed basic editing of videos using Windows Media Encoder, Avid Studio, and Boilsoft Joiner and Splitter•Interacted with members of the Bentley community including students, faculty, staff, administrators, and non-Bentley guest speakers Show less
  • Massachusetts State Senate
    Communications Intern
    Massachusetts State Senate May 2012 - Aug 2012
    • Crafted compelling written communications to constituents regarding current issues in the Senate• Conducted analysis of pending legislation by studying various key audiences involved

Nora Daniels, Cfp® Skills

Powerpoint Public Speaking Photoshop Facebook Video Production Media Relations Digital Photography Digital Marketing Social Media Marketing Leadership Eloqua Prezi Microsoft Word Microsoft Excel Siebel Student Leadership Video Event Planning User Interface Design Social Media Microsoft Office Marketing Marketing Automation

Nora Daniels, Cfp® Education Details

Frequently Asked Questions about Nora Daniels, Cfp®

What company does Nora Daniels, Cfp® work for?

Nora Daniels, Cfp® works for Rope Financial

What is Nora Daniels, Cfp®'s role at the current company?

Nora Daniels, Cfp®'s current role is Financial Planner at Rope Financial.

What is Nora Daniels, Cfp®'s email address?

Nora Daniels, Cfp®'s email address is nd****@****ptc.com

What schools did Nora Daniels, Cfp® attend?

Nora Daniels, Cfp® attended Bentley University, Lorenzo Di Medici - Firenze.

What are some of Nora Daniels, Cfp®'s interests?

Nora Daniels, Cfp® has interest in International Travel, New Languages, Children, Rugby, Digital Photography.

What skills is Nora Daniels, Cfp® known for?

Nora Daniels, Cfp® has skills like Powerpoint, Public Speaking, Photoshop, Facebook, Video Production, Media Relations, Digital Photography, Digital Marketing, Social Media Marketing, Leadership, Eloqua, Prezi.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.