Danielle Cordes
Private Client Advisor
- Role
- Family Risk Manager at Marsh McLennan Agency
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
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
Family Risk Manager
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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