Danielle Morrison

Office Administrator

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Tulsa, Oklahoma, United States

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Timeline
About me
Director of Strategic Relationships at Thornburg Investment Management
Education
- University of Missouri-Kansas City
  -
- Colorado State University
  2014 - 2016
  Master of Business Administration (M.B.A.)
Experience
- Lincoln Investment Planning
  Jan 2011 - Jan 2012
  Office Administrator
- Jackson National Life
  Jan 2012 - Jan 2013
  Marketing Operations Coordinator
- Curian Capital
  Apr 2013 - Apr 2014
  Wholesaler
- Jackson
  Apr 2014 - Dec 2015
  Internal Account Manager
- Investment Centers of America
  Dec 2015 - Aug 2016
  New Business Development Consultant
  As a New Business Development Consultant at Investment Centers of America, I educate, recruit and create relationships with some of the most talented financial advisors across the country. I work to tell the story of ICA, an independent broker-dealer based in Bismarck, ND, part of National Planning Holdings (NPH). Our advisors are our best advocate, speaking of our culture, technology, home office support, advisory platform and value-added services at ICA. Whether they are located in a financial institution or independent location, I work to bring more financial advisors to our company so they can experience working with a true partner. Show less
- Jackson
  Aug 2016 - May 2018
  National Accounts
- Thornburg Investment Management
  May 2018 - now
  Director of Strategic Relationships
Licenses & Certifications
- Series 65
  Financial Industry Regulatory Authority (FINRA)
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- MMI Leadership Pathway Trailblazer
  Money Management Institute
  Oct 2023
  View certificate
- Leadership Pathway - Member
  Money Management Institute
  Sept 2022
  View certificate
- Alternative Investments
  Institute of Business & Finance
  Aug 2015
- Series 63
  Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
- Diversity and Inclusion Chair
  Issued by Thornburg Investment Management
  Associated with Danielle Morrison
- Big Sister
  Issued by Big Brothers Big Sisters on Jan 2010
  Associated with Danielle Morrison
- Mentor
  Issued by Denver Urban Scholars on Oct 2013
  Associated with Danielle Morrison