Danielle Slocum

Office Administrator

Role: Office Administrator at Monarch Investment Advisors
Location: Williamsburg, VA, US
LinkedIn followers: 500 followers

About Danielle Slocum

Securities and investment advisory services are offered through Osaic Wealth, Inc, broker-dealer, registered investment adviser, and member of FINRA and SIPC. Osaic Wealth, Inc, is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth, Inc.

Experience

Office Administrator
Monarch Investment Advisors
Nov 2024 — Present

Skills

Human Resources
Cold Calling
Leadership
Time Management
Interviews
Account Management
Process Improvement
Crm
Talent Acquisition
Customer Relationship Management (Crm)
Management
Contract Recruitment
Business Process Improvement
Sales
Sales Operations
Training
Social Networking
Onboarding
Executive Search
Recruiting
Technical Recruiting
Salesforce.com
Applicant Tracking Systems
Temporary Placement
Sourcing

Contact information

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Work email
•••••@monarchinvestmentadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Monarch Investment Advisors

Investment Management · 3 employees · Founded 2021 · Boston, Massachusetts, United States

At Monarch Investment Advisors, we help enable our clients—women and men, single and married-to enjoy the sweetness of life! Whether they want to travel around the world or finance their grandchildren’s education, we consider their goals our own. We specialize in retirement planning, building and protecting clients’ wealth and tax efficient investing. Securities and investment advisory services offered through Royal Alliance Associates, Inc.(RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

monarchinvestmentadvisors.com

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