Fuller and Company
Danielle R. Cormier has over 12 years of experience in the financial industry, currently serving as a Sr. Client Service Associate at Fuller and Company since August 2011. Prior to this role, Danielle worked at New England Promotions from March 2005 to October 2021, transitioning from an Inside Sales Representative to an Outside Sales Representative, where responsibilities included client interactions for marketing promotions and managing order fulfillment. Danielle's earlier experience includes a position as a Title Examiner at Commonwealth Land Title Insurance Company, where property titles were examined for real estate transactions. Educational qualifications include an Associate's Degree in Business Administration and Management from Gibbs College and a high school diploma from Apponequet High School.
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Fuller and Company
No matter how you earn your money, managing your personal wealth is a job unto itself. At least, that’s the way we look at it. Transactions do not exist in a vacuum. Each financial decision you make impacts other aspects of your financial life. Investing in stocks, bonds, commodities, or real estate, while also saving for retirement or college affects your tax obligations, insurance needs, risk exposure, and estate planning. Understanding these interdependent relationships is the first step toward comprehensive financial planning. To build real wealth, you need to maximize what comes in and minimize what goes out. At Fuller & Company, we take a 360º approach to your financial well-being. By combining the experience of Certified Financial Planning with professional tax planning and preparation, we can advise and execute a total growth strategy for your personal wealth. It’s the kind of financial stewardship utilized in business. Maybe it’s the kind you should expect for the business of life. Are you ready for a personal CFO?