Danielle Gutter
Vice President, Professional Services
- Role
- Vice President, Professional Services at Fi-Tek
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Danielle Gutter
With over 20 years of experience in the trust industry, I have a proven track record of…
Experience
Vice President, Professional Services
Jul 2025 — Present · Charlotte, NC, US
Oversee training and implementation processes to ensure clients effectively utilized our systems. • Collaborate with clients to maximize the benefits of our professional services. • Develop tailored strategies to enhance client engagement and satisfaction.
Education
The Ohio State University Fisher College of Business
BSBA, Finance
1993 — 1998
Skills
- High Net Worth Individuals
- Asset Managment
- Trust Services
- Financial Analysis
- Financial Advisory
- Wealth Management
- Asset Management
- Financial Services
- Finance
- Portfolio Management
- Investments
- Trust Management
- Securities
- Trusts
- Banking
- Mutual Funds
- Risk Management
- Process Improvement
- Equities
- Series 63
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