Dannielle Thomas Email & Phone Number

Irvine, Ca, Us

Temecula, California, United States

Builds lifelong relationships with clients to build retirement plans and find solutions to their needs. Relationship development and management. Financial planning in connection with asset allocation. Investment policy planning. Minor tax and legal coordination with other professional.

Orange County, California, United States

The Founder and Lead Pastor of New Vision Ministries who wears many hats. Works directly with the staff of NVM to develop an environment that is sufficient to lead lost souls to Christ. Spends 90 percent of time developing and maintaining public relations strategies to develop and grow the ministry. Executing articulate and well-spoken public relations management for New Vision Ministries. Effectively develops strategic communications campaigns in a fast-paced, ever-changing environment. Strong mentorship, leadership and coaching skills. Adept at developing and implementing strategic and tactical marketing plans. Familiar with attending events such as galas, community events, trade shows, conferences, networking in the community and obtaining favorable media and social media coverage. Goal Oriented Client Service Representative, well versed in corporate communication, fundraising and branding. Exceptional writing, editing and interpersonal skills for internal and external audiences. Deadline driven, tenacious and successful at thriving in high pressure environments. Persuasive and articulate relationship builder and people manager. Media relations experience including all social media networks. Market-savvy, analytical and well-coordinated in devising and implementing plans.

Irvine, California, United States

• Works with branch team to develop and sustain branch procedures for referrals to wealth management.• Sources ultra-high net worth clients through creative and strategic networking strategies.• Develops referrals to branch partnerships such as lending, trust management, business banking and the private sector.• Builds relationship with clients to develop lifelong connection built on trust, communication, and strategic planning.• Helps clients to define and quantify their goals through a detailed financial planning process.• Areas of expertise: strategic planning, private equity, trust management, active/passive/hybrid approaches. • Offers financial literacy seminars on a regular basis to large audiences. • Works with a large team of analyst, planners, CPAs, and attorneys to execute a seamless strategy for complex scenarios. • Specialized areas of expertise: Athletes, Institutional Cash Management and High-Profile Families and Individuals with complex needs

I help my clients to meet their financial goals by working with them to understand their needs.

Irvine, California, United States

• Successfully completed FINRA requirements (Series 7, Series 65 Licenses)• Exceeds expectations through outbound prospecting• Ranked in the 2nd Quantile of the company for performance• Sources ultra-high net worth clients through creative and strategic networking strategies.• Builds relationships with clients to develop a financial plan that ensures that they will meet their goals as planned. • Areas of expertise: strategic planning, lending, private equity, trust management, active/passive/hybrid approaches. • Offers financial literacy seminars on a regular basis to large audiences.

Irvine, California, United States

Personal Banker, Developed Relationships, communicated needs and found solutions to match. Built book of long term customer and business relationships. Sales, business development, relationship management, team management, administrative duties, etc.

Bachelor'S Degree, Business Administration And Management, General/ Minor In Biblical Studies

Activities and Societies: Minor in Biblical Studies

Bsm, Business Finance

High School Diploma/Ged