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Danielle A.

Life Brokerage Case Manager at Duncan Financial Group

Danielle A. is an experienced professional in administrative and customer service roles, currently serving as a Life Brokerage Case Manager at Duncan Financial Group since February 2020. Previously, Danielle held managerial responsibilities at Kindred Curl and worked as a Personal Assistant at Oasis Outsourcing, providing support to financial advisors and clients. Additional experience includes roles as a Volunteer Coordinator at The Bridge Wesleyan Church, Office Assistant/Decorator at Country Cupboard Cookies, and Personal Banker at Sun National Bank, where financial services and transaction processing were key functions. Danielle's career began as a Teller/Back Up Head Teller at Fairfield County Bank, followed by a Customer Service Representative position at North American Health Plans. Early in the career, Danielle coordinated youth ministry activities, showcasing strong leadership and organizational skills. Education was pursued at Niagara University from 1996 to 1997.

Location

Pittsburgh, United States

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Duncan Financial Group

Headquartered in Irwin, Pennsylvania – We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 40 years, our diversified professionals get to know the needs of every client to deliver award-winning service. Built on a solid foundation, our relationships last for generations. We understand the skills and strategies that are necessary to help clients achieve their financial goals. Our experienced professionals know how to make the right moves when faced with the challenges of choosing the most suitable insurance products and financial services. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group, LLC, and its subsidiaries are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Duncan Financial Group 311 Main Street Irwin, PA 15642


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Employees

51-200

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