Danielle Learned

Chief Of Staff And Head Of Sales Execution at Horizon Investments

Ms. Learned serves as Chief of Staff for Horizon and is a member of Horizon’s Executive Committee. In this role, she is responsible for leading the planning and execution of the firm’s various strategic initiatives; helping translate the firm’s mission and vision into action.

Prior to this role, Ms. Learned was Director of Client Operations for the Horizon One team and served as the relationship manager for the firm’s Consulting clients.

Prior to joining Horizon Investments in 2018, Ms. Learned was an Assistant Vice President of Advisory Product Management with LPL Financial responsible for the firm’s mutual fund and ETF strategist platform. Her experience in the financial services industry dates back to 2011 with Oppenheimer & Co, Inc, Prudential Annuities, and MetLife Securities, Inc.

Ms. Learned holds a B.S. in Management from Western Connecticut State University and holds FINRA Series 6, 7, 63 and 65.

Location

Charlotte, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Horizon Investments

Horizon Investments assist investors in financial planning with solutions based on cutting-edge technology for asset management.


Employees

51-200

Links