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Danielle Tata

Client Service Specialist at Connecticut Wealth Management, LLC

Danielle Tata has a solid work experience history. Danielle is currently working as a Client Service Specialist at Connecticut Wealth Management, LLC since July 2022. Prior to that, they worked as a Relationship Associate at Fiduciary Trust International from October 2020 to July 2022. Before that, they were an Account Administration Specialist at Eaton Vance from October 2018 to October 2020.

During their time at Sacred Heart University from August 2015 to May 2018, Danielle worked as a Student Ambassador. Danielle also gained experience as an Arts Administration Intern at Boston Ballet from May 2017 to August 2017. Additionally, they worked as a Finance Intern at Marianapolis Preparatory School from December 2016 to January 2017, and as a Business Administrative Intern at the same school from June 2014 to August 2016.

Danielle Tata attended Marianapolis Preparatory School from 2010 to 2014, where they obtained their High School degree. From 2014 to 2018, they pursued a dual major in Marketing & Finance at Sacred Heart University. In 2016 and 2017, they also studied at Sacred Heart University Luxembourg. In December 2017, Danielle obtained a certification in Bloomberg Market Concepts from Bloomberg LP.

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Timeline

  • Client Service Specialist

    July, 2022 - present