Danielle Beasley

Danielle Beasley has a diverse work experience spanning over a decade. Danielle started their career as a Team Supervisor at Starbucks from February 2010 to July 2012. In July 2012, they worked as a Legal Assistant Paralegal at the Law Office of Robb and Ross for a few months. From January 2013 to July 2021, Danielle worked as a Licensed Investment Coordinator at Redwood Credit Union, where they provided support in investment-related tasks.

In 2021, Danielle joined California Coastal Loans, where they held two roles. First, as a Production Manager from July 2021 to September 2022, they played a crucial role in overseeing the loan production process. Later, they became the Director of Client Concierge in March 2022, focusing on enhancing client experience and ensuring smooth home purchase or refinance transactions.

Currently, Danielle is working at Redwood Credit Union as an Investment Representative for CUSO Financial Services, L.P. Danielle joined in October 2022 and is responsible for educating clients about financial options and building trustworthy relationships to assist them in achieving their financial goals. Danielle's work experience combines expertise in financial services with a background as a paralegal and ongoing pursuit of a Master of Business Administration degree.

Danielle Beasley obtained a Bachelor of Arts (BA) degree in Communication, General from Biola University between the years 2003 and 2007. Following this, they attended Empire College School of Business from 2010 to 2012, where they pursued a field of study in Legal Assistant/Paralegal, but did not complete a degree. Danielle then furthered their education at Biola University Crowell School of Business from 2019 to 2022, earning a Master of Business Administration (MBA) degree with a focus on Business Administration and Management, General.

Additionally, Danielle Beasley holds a certification in California Life Insurance, obtained from the California Department of Insurance in July 2015. Danielle also has certifications in Securities 63 and Series 6 from FINRA, although the specific dates of obtaining these certifications are not provided.