Dannielle Thomas Email and Phone Number
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Dannielle Thomas personal email
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Experienced financial professional with over twelve years of sales and customer service experience and over nine years in the financial industry. Extensive relationship building experience with a proven track record of exceeding goals; Skilled in developing and maintaining client relationships. Seeks to develop and maintain micro and macro goals for long-term success. Experienced in developing and delivering polished presentations to large audiences with an expertise in Financial Literacy. Ability to develop and implement systems to better organizations. Extensive leadership and ministerial experience with a passion to back it up. Assumed multiple positions leading large teams to a specific goal within the ministry and in other business ventures. Core competencies include: retirement planning, banking, leadership & management, sales experience coupled with solid interpersonal skills to generate new business and exceed quotas. sales, long-term wealth management strategies, strategic planning within the areas of personal goals/ small business/ institutional arenas, phone and face-to-face relationship building, outside sales environment, up-to-date market knowledge, exceptional research ability, debt consolidation plans, extensive knowledge and experience around debt management and lending; Microsoft Office Suite software. Proven track record of success.
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Founder And Lead PastorNew Vision Ministries NvmIrvine, Ca, Us
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Financial AdvisorMerrill Lynch Nov 2024 - PresentTemecula, California, United StatesBuilds 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. -
Founder & Lead PastorNew Vision Ministries Nvm Jul 2021 - PresentOrange County, California, United StatesThe 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.
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Sr. Financial AdvisorWells Fargo Advisors Apr 2022 - May 2024Irvine, 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 -
Financial AdvisorEdward Jones Jan 2021 - Apr 2022I help my clients to meet their financial goals by working with them to understand their needs. -
Financial AdvisorMerrill Lynch Wealth Management Jun 2018 - Feb 2020Irvine, 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. -
Licensed Personal BankerWells Fargo May 2015 - Jun 2018Irvine, California, United StatesPersonal 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.
Dannielle Thomas Skills
Dannielle Thomas Education Details
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Business Administration And Management, General/ Minor In Biblical Studies -
Business Finance -
Etiwanda High SchoolHigh School Diploma/Ged
Frequently Asked Questions about Dannielle Thomas
What company does Dannielle Thomas work for?
Dannielle Thomas works for New Vision Ministries Nvm
What is Dannielle Thomas's role at the current company?
Dannielle Thomas's current role is Founder and Lead Pastor.
What is Dannielle Thomas's email address?
Dannielle Thomas's email address is da****@****rgo.com
What is Dannielle Thomas's direct phone number?
Dannielle Thomas's direct phone number is +194966*****
What schools did Dannielle Thomas attend?
Dannielle Thomas attended Biola University, Pepperdine University, Etiwanda High School.
What skills is Dannielle Thomas known for?
Dannielle Thomas has skills like Loans, Banking, Finance, Mortgage Lending, Management, Sales, Business Development, Lines Of Credit, Customer Experience, Relationship Building, Brokerage Associate, Series 6.
Who are Dannielle Thomas's colleagues?
Dannielle Thomas's colleagues are Len Brisco, Bridget Linsmaier, Kristen Petersen, Brantley Withrow, Chris Lowell, Ruchita Dugaya, Stephen Perini.
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Dannielle Thomas
Greater New Orleans Region3ochsner.org, yahoo.com, pncpa.com -
Dannielle Thomas, MBA
Cottondale, Al1eberspacher.com -
Dannielle Thomas
Certified Dermatology Tech And Cma At Bay Dermatology And Cosmetic Surgery, P.A.Seminole, Fl1baydermatology.com
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