Directory
>
Danielle Learned
Danielle Learned
Chief of Staff and Head of Sales Execution | Horizon Investments®
Charlotte, North Carolina, United States
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.
Danielle Learned
Work Experience
Chief of Staff and Head of Sales Execution at
Horizon Investments®
October 2023 - Present
Chief Of Staff at
Horizon Investments®
November 2021 - October 2023
Director, Client Operations at
Horizon Investments
October 2018 - November 2021
AVP Advisory Product Management at
LPL Financial
September 2016 - October 2018
Senior Product Consultant II - Advisory at
MassMutual
July 2016 - September 2016
Sr. Product Consultant II - Advisory Platforms at
MetLife
July 2015 - July 2016
Internal Wealth Management Consultant II at
MetLife
April 2014 - June 2015
Regional Sales Consultant at
Prudential Financial
January 2013 - March 2014
Inbound Sales Consultant at
Prudential Financial
January 2012 - February 2013
Sales and Operations Assistant at
Oppenheimer & Co. Inc.
January 2011 - January 2012
Front Desk Associate/Sales at
Planet Fitness
January 2010 - May 2010
Administrative Assistant/Database Management at
Marc Roos Realty
February 2008 - July 2009
Danielle Learned
Education
University of Virginia Darden School of Business, Certificate
January 2022 - January 2023
Suffolk University - Sawyer Business School
January 2006 - January 2010
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
**********@suffolk.edu
********@horizoninvestments.com
Colleagues
Board Member
Managing Director, Quantitative Strategies
Chief Financial Officer
Board Member
CEO
Managing Director
Regional Vice President
CTO / COO
President & CEO
Managing Director, Corporate Development