Nora Daniels, Cfp® work email
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Nora Daniels, Cfp® personal email
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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.
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Financial PlannerRope Financial Jun 2024 - PresentGreater Boston -
Financial Planner AssistantRope Financial Jun 2021 - May 2024Greater Boston -
Senior Marketing Automation SpecialistPtc Dec 2018 - May 2021Greater Boston Area -
Marketing Automation SpecialistPtc Jan 2016 - Dec 2018Greater 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 -
4K For Cancer CyclistThe Ulman Cancer Fund For Young Adults May 2015 - Aug 2015Baltimore, 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 -
Account ExecutiveQuickpivot May 2013 - May 2015Greater 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 -
Resident AssistantBentley 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 -
First Year Seminar Peer FacilitatorBentley University Sep 2012 - Nov 2012Waltham, Ma• Created and prepared class lessons for students on a weekly basis• Recruited guest speakers from around campus for each class -
Video Production AssistantBentley University Academic Technology Center Oct 2009 - May 2013Waltham, 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
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Communications InternMassachusetts 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
Nora Daniels, Cfp® Education Details
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Marketing -
Lorenzo Di Medici - Firenze
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.
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