Overview
Work History
Education
Skills
Timeline
Generic

Danielle Alba

Westminster,CO

Overview

7
7
years of professional experience

Work History

Director of Development and Operations

Olivia Rollins
04.2024 - 08.2025
  • Oversee client service support, financial administration, and office operations.
  • Manage case files, process correspondence, and handle insurance and investment-related materials.
  • Maintain financial representative calendars and coordinate client interactions.
  • Assist in sales cycles, underwriting processes, and marketing initiatives.
  • Ensure compliance and accurate documentation for financial transactions.

Financial Advisor

Northwestern Mutual
08.2023 - 04.2024
  • Provided personalized financial planning, assessing client goals, risk tolerance, and long-term objectives.
  • Developed strategies for wealth management, retirement planning, insurance solutions, and investments.
  • Built and maintained strong client relationships through consultations, follow-ups, and proactive financial guidance.
  • Educated clients on risk management, asset allocation, and tax-efficient investment strategies.
  • Generated new business through networking, referrals, and community engagement.

Patient Account Representative

Evangelical Community Hospital
11.2021 - 01.2024
  • Processed patient insurance payments and ensured accurate billing.
  • Verified and updated insurance records, resolving void/rebill requests.
  • Maintained compliance with healthcare billing policies and procedures.

Tasting Room Associate

Shade Mountain Winery
07.2018 - 07.2023
  • Conducted wine tastings and educated customers on various wine selections.
  • Managed inventory, organized bottles, and assisted customers with purchases.
  • Promoted wine sales and memberships to enhance customer experience and revenue.

Sales Associate

Old Navy
07.2020 - 09.2021
  • Assisted customers with product selection and provided exceptional service.
  • Managed inventory organization and restocking.

Education

Bachelor of Science - Business Administration

Lebanon Valley College
Annville, PA
05-2022

Skills

  • Client relationship management
  • Document management
  • Communication skills
  • Problem solving
  • Time management
  • Team collaboration
  • Attention to detail
  • Customer engagement
  • Organizational skills
  • Clerical support
  • Team building

Timeline

Director of Development and Operations

Olivia Rollins
04.2024 - 08.2025

Financial Advisor

Northwestern Mutual
08.2023 - 04.2024

Patient Account Representative

Evangelical Community Hospital
11.2021 - 01.2024

Sales Associate

Old Navy
07.2020 - 09.2021

Tasting Room Associate

Shade Mountain Winery
07.2018 - 07.2023

Bachelor of Science - Business Administration

Lebanon Valley College
Danielle Alba