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Danielle Miles

Danielle Miles

Followers of Danielle Miles126 followers
location of Danielle MilesTavares, Florida, United States

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  • Timeline

  • About me

    Advisor Assistant at Ruggie Wealth Management

  • Education

    • College for Financial Planning

      2015 -
      Certified Financial Planner

    • University of Florida

      2009 - 2014
      Bachelor of Science (BS) Business Administration and Management, General

    • Seminole Community College

      2007 - 2008
      Associate of Arts (A.A.)

  • Experience

    • Trustco Bank

      Jan 2008 - Oct 2009

      • Managed the teller line for scheduling, training, and ensuring compliance with corporate policies.• Developed and implemented sales plans and marketing strategies to grow the branch’s customer base and deposits.• Handled auditing of the vault and tellers for accuracy. • Coordinated all marketing events for Trustco Bank in the Florida Region, including all new branch openings.• Communicated corporate marketing themes internally by ensuring appropriate signage, branding, and advertising.• Collaborated with corporate advertising partners to develop advertising strategies though various media.• Provided general marketing support to over 30 Trustco Bank branch locations throughout Central Florida.

      • Branch Assistant Manager

        May 2009 - Oct 2009

      • Marketing Assitant Manager

        Jan 2008 - May 2009

    • Wells Fargo

      Oct 2009 - Aug 2010
      Teller

    • PowerOne

      Nov 2011 - May 2013
      Solutions Seeker

      • Covered the Central Florida territory to bring in new clients for the company.• Recommended IT solutions that suit individual customers’ needs.• Effectively market PowerOne at various networking events and expositions.• Ensure customer satisfaction with PowerOne products and services.

    • Ruggie Wealth Management

      May 2013 - now
      Advisor Assistant

  • Licenses & Certifications

    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Jan 2014

    • Series 99

      Financial Industry Regulatory Authority (FINRA)
      Jul 2013