Danielle Villani
Director of Operations @Principium Tactical Wealth Management
Brighton, MI, US
EMAILS
d•••••••@principium.com
MOBILE NUMBERS
+18•••••••82
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WORK HISTORY
May 2016 — Present
Director of Operations @Principium Tactical Wealth Management
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Brighton, MI, US
Danielle joined the Principium Tactical Wealth Management team as Director of Operations in 2016. She is responsible for oversight of all firm operational systems, procedures and client services. Danielle’s hands-on experience and aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.
SKILLS
Employee RelationsDiversificationCompetitive AnalysisRecruitingProblem SolvingManagementBudgetsLife InsuranceFinanceCustomer ServiceMulti-Generational Wealth TransferMultiple Streams of IncomeNew Business DevelopmentEmployee BenefitsTactical Wealth ManagementBusiness AnalysisLeadershipCoachingRisk AssessmentMedicareInvestmentsMarketing StrategyIncome ProtectionBudgetingMicrosoft OfficeSalesAccount Management401k RolloversChange Management
ABOUT DANIELLE VILLANI
Danielle has been in the Wealth Management business since 2006, she joined the Principium…
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