Danielle Trombly

Background

About Danielle Trombly

Driven leader with over 12 years of experience in the Financial Services industry, specifically with Corporate 401(k) Plans. Skilled in leading teams through extensive organizational change including "transformations" and acquisitions. Proficient in critical thinking, client management, customer service, team building, partnering across organizations, project management, mentoring, public speaking. Career experience-Participant Information Center Representative assisting participants with investment changes, distributions, contributions, loans and questions regarding their corporate 401k plans. Series 6 acquired (now expired)- Account Manager providing support to companies regarding their corporate 401k plans. Working directly with Plan Sponsors, C-Suite, Advisors on the day-to-day administration of their plans. Assisting clients through Form 5500 filing, audits and Compliance Testing. Working with clients ranging from $0 -$300M in assets- Business Operations Consultant providing expertise and training to Account Managers regarding complex issues and assisting with escalations- Account Management Director supporting teams of Account Managers, leading through extensive amounts of change and ensuring client satisfaction. Education- Bachelor of Science in Marketing from Central Connecticut State University - Master of Business Administration from University of Hartford, member of National Honor Society for Leadership and Success Motivated by the drive to help people, whether it's customers, internal partners or associates. Driven to continuously become a better leader.