Danielle Cordes

Private Client Advisor

Role
Family Risk Manager at Marsh McLennan Agency
Location
Orlando, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Danielle Cordes

Advisor to high-net-worth clients on personal risk management strategies, specializing in identifying coverage gaps and delivering tailored insurance solutionsBachelor of Science in Business Administration, Management, from the University of Florida with a foundation in finance, operations, and organizational leadership (2017)Former competitive athlete with Florida’s women’s club ultimate frisbee team, demonstrating strong teamwork, communication, and performance under pressureExperienced in fast-paced, team-oriented environments requiring cross-functional collaboration, client service, data management, and operational efficiencyProficient in business operations including billing, reporting, CRM systems, and financial tools such as QuickBooksHonors: Academic Excellence Award nominee and Student of the Semester recipient (2013)

Experience

  1. Family Risk Manager

    Marsh McLennan Agency

    Feb 2022 — Present · Orlando, FL, US

    Family Risk Manager/Private Client Advisor

Education

  • University of Florida

    Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

    2015 — 2017

  • Cleveland Community College

    Transfer, Art/Art Studies, General

    2010 — 2012

  • Isothermal Community College

    Associate of Arts (A.A.), Fine/Studio Arts, General

    2011 — 2013

Skills

  • Invoicing
  • Strategic Planning
  • Research
  • Customer Service
  • Customer Satisfaction
  • Public Speaking
  • Quickbooks
  • Social Networking
  • Teaching
  • Data Entry
  • Administrative Assistants
  • Microsoft Office
  • Sales
  • Microsoft Excel
  • Team Building
  • Microsoft Word

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Danielle Cordes — Family Risk Manager at Marsh McLennan Agency in Orlando, FL, US | Unifers