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Danielle Learned

Danielle Learned

Chief of Staff and Head of Sales Execution | Horizon Investments®

Charlotte, North Carolina, United States

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Danielle Learned

Summary

Danielle Learned is an ambitious MBA candidate at UNC Kenan-Flagler Business School, currently serving as Chief of Staff and Head of Sales Execution at Horizon Investments. With a robust background in financial services, she has honed her expertise in asset allocation, investment advisory, and relationship management over a decade of diverse roles. Danielle's career trajectory showcases her commitment to leadership, having progressed through various positions, including Director of Client Operations and AVP Advisory Product Management. Her educational pursuits include a recent certificate in Leadership and Management from the University of Virginia Darden School of Business. She is passionate about driving sales execution and fostering business relationships, positioning herself as a key player in the financial advisory landscape. Danielle's professional journey reflects her adaptability and dedication to continuous learning, as evidenced by her ongoing MBA studies. Her experience spans multiple industries, including real estate and monetary authorities, illustrating her versatility in navigating complex business environments.

General

Generalist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Startup Experience

Danielle Learned

Work Experience

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Chief of Staff and Head of Sales Execution at

Horizon Investments®

October 2023 - Present

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Chief Of Staff at

Horizon Investments®

November 2021 - October 2023

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Director, Client Operations at

Horizon Investments

October 2018 - November 2021

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AVP Advisory Product Management at

LPL Financial

September 2016 - October 2018

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Senior Product Consultant II - Advisory at

MassMutual

July 2016 - September 2016

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Sr. Product Consultant II - Advisory Platforms at

MetLife

July 2015 - July 2016

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Internal Wealth Management Consultant II at

MetLife

April 2014 - June 2015

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Regional Sales Consultant at

Prudential Financial

January 2013 - March 2014

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Inbound Sales Consultant at

Prudential Financial

January 2012 - February 2013

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Sales and Operations Assistant at

Oppenheimer & Co. Inc.

January 2011 - January 2012

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Front Desk Associate/Sales at

Planet Fitness

January 2010 - May 2010

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Administrative Assistant/Database Management at

Marc Roos Realty

February 2008 - July 2009

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Danielle Learned

Education

University of Virginia Darden School of Business, Certificate

January 2022 - January 2023

UNC Kenan-Flagler Business School, Master Of Business Administration - Mba

January 2025

Frequently Asked Questions about Danielle Learned

What is Danielle Learned email address?

Danielle Learned's primary email address is **********@suffolk.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Danielle Learned work for?

Danielle Learned is a Chief of Staff and Head of Sales Execution at Horizon Investments®, a company specializing in Monetary Authorities-Central Bank.

Where Danielle Learned graduated from?

Danielle Learned holds a degree in Leadership And Management from University of Virginia Darden School of Business.

How can I directly contact Danielle Learned?

To contact Danielle Learned directly, you can use the email address **********@suffolk.edu. Complete contact information is available upon registration with Muraena.

Who is Danielle Learned?

Danielle Learned is an ambitious MBA candidate at UNC Kenan-Flagler Business School, currently serving as Chief of Staff and Head of Sales Execution at Horizon Investments. With a robust background in financial services, she has honed her expertise in asset allocation, investment advisory, and relationship management over a decade of diverse roles. Danielle's career trajectory showcases her commitment to leadership, having progressed through various positions, including Director of Client Operations and AVP Advisory Product Management. Her educational pursuits include a recent certificate in Leadership and Management from the University of Virginia Darden School of Business. She is passionate about driving sales execution and fostering business relationships, positioning herself as a key player in the financial advisory landscape. Danielle's professional journey reflects her adaptability and dedication to continuous learning, as evidenced by her ongoing MBA studies. Her experience spans multiple industries, including real estate and monetary authorities, illustrating her versatility in navigating complex business environments.

Danielle`s contact details

mail

**********@suffolk.edu

********@horizoninvestments.com

Colleagues

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Scott Ladner

Board Member

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Steven Clark

Managing Director, Quantitative Strategies

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Stephen Terry

Chief Financial Officer

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Robbie Cannon

Board Member

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Ben Johnson

Managing Director

David Parker

Regional Vice President

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Calvin Deboer

CTO / COO

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John Drahzal

President & CEO

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Young Yu

Managing Director, Corporate Development

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