Danielle R. Stadelmann

• Presented information regarding breast cancer awareness to groups of 1500+ people.
• Used various technology and social media platforms for fundraising outreach.
• Developed and implemented social media strategy to increase engagement and reach new audiences.
• Coordinated media interviews with organization staff, board members and volunteers.
• Collaborated with internal and external stakeholders to identify key messages and create compelling content for public speaking engagements and other materials.
• Spearheaded relationship building initiatives with potential funders and community donors through research and constant contact (i.e. partnered with local business owners).
• Coordinated and organized annual fundraising events to educate potential donors and increase awareness.
• Created strategic plans with measurable goals to develop funding for annual events.
• Planned and implemented fundraising events (i.e. Annual Stadelmann Strong Breast Cancer Awareness Walk or Ride $25k to date).
• Attended events to develop professional network of potential donors.

Researched material extensively before writing informative speeches.

• Partnered with two Wealth Management Teams: VPFC book of business $1.4+ billion AUA and FC book of business $100+ million AUA.
• Managed all prospective leads with pre-appointment planning and data collection.
• Met with clients to discuss their family story, assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Established and deepened existing client relationships through complex financial planning.
• Drafted comprehensive financial plan to offer recommendations and supporting data.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Educated clients on financial topics and best practices.
• Presented financial plans and investment recommendations to clients.
• Monitored and updated financial plans to comply with client goals.
• Educated clients on potential risks and rewards associated with various investments and strategies.
• Advised clients on investments, retirement and estate planning.
• Collaborated with clients to develop customized investment portfolios.
• Implemented exit strategies for clients to transition out of investments.
• Worked across Fidelity and business partner resources to ensure all clients receive exceptional standards of care.
• Diligent attention around NPS, retention, and referrals efforts to grow existing businesses.
• Coaching leader for Framingham and National PC PODs and FR team.
• New hire onboarding mentor for FC, IC, PC, RM, FR teams.
• Accelerated leader with technology, pilot launches, and new product platform launches.
• Committed Wealth Management Advisory Committee member to proactively and positively evolve the Planning Consultant role.

• Founded and initiated grass-roots associate-led Culture of Choice Program in 2017 for Framingham, MA Investor Center.
• Collaborated with Senior Executive Management and home office to deploy Culture of Choice program nationally in January 2021 for every Fidelity Investor Center and Fidelity National Investor Centers.
• Developed and maintained extensive network of community contacts, resulting in increased visibility.
• Represented organization at professional conferences, delivering engaging presentations to diverse audiences.
• Served as organization ambassador at various charity events, promoting mission and values.
• Coordinated volunteer program for organization, recruiting and training volunteers in best practices.
• Built relationships with key stakeholders, fostering collaboration and understanding between organization and community.
• Established positive relationships with local business owners, leveraging those relationships to secure sponsorships.
• Developed and implemented comprehensive social media outreach strategy, resulting in increased followers.
• Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships and effective dissemination of mass communications.
• Used various social media platforms for media and blogger outreach.
• Developed and implemented social media strategy to increase engagement and reach new audiences.
• Studied objectives, promotional policies or needs of organizations to develop public relations strategies influencing public opinion or promoting ideas.

• Researched current trends to identify prospective customers and determine specific needs.
• Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
• Worked with clients to address and respond to client and partnership management issues.
• Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
• Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Created financial dashboards to provide insights into key performance indicators.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports utilizing Fidelity's proprietary technology systems.
• Led RM weekly development meetings.
• Coached and mentored aligned FR for their up-skilling and delegation efforts.
• Effectively supported VPFC towards North Star and President's Circle award accomplishments.
• Successfully supported FC towards President's Circle award and promotion to VPFC accomplishments.

• Diligent participant towards digitizing investor center services.
• NPS committee leader and presenter.
• NGIC committee leader and presenter.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-offer new products.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Achieved goals for acquisitions, product offerings, and services.
• Exceeded key performance metrics, leading to promotion to Senior Relationship Manager.
• Participated in staff meetings to discuss innovative strategies to improve services.
• Managed customer surveys to measure customer satisfaction and identify areas of improvement.
• Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
• Monitored customer feedback and generated reports to identify areas of improvement.
• Facilitated workshops and seminars to educate customers on product features and benefits.
• Worked with business partners and their departments to facilitate communication and deliver personalized solutions to customers.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Complied with established internal controls and policies.

• Assisted the complex manager with FA and FAA reporting, generation and leads.
• Monitored and tracked payments and expenses, providing timely and accurate financial reports.
• Financial Advisor expense report auditing and reporting.
• New Financial Advisor onboarding and book of business outreach planning.
• Project manager for several deliverables throughout complex, including facilities enhancements and event coordination.

▪ Coordinate, attend and present at client and prospect events and seminars on monthly basis for Westborough team
▪ Deliver superior client service experience
▪ Assist lead FA with time management, team delegation and efficiencies, asset reporting, client coverage, and team growth
▪ Manage team’s daily operations (coordinate and assign all administrative tasks appropriately, track tasks for timely & accurate completion)
▪ Communication liaison between team and lead FA (client specific updates, task completion results and daily asset movement)
▪ Month end preparation and reporting (client statement disbursements, client cash flow availability, transactional alerts)
▪ Client wires, transfers, check disbursements, IRA distributions, personal banking (PLAs, AMEX cards, month end journaling, cash reviews)
▪ Account administration & maintenance, including new account documentation preparation & firm approval
▪ Liaison between back office/operations and Financial Advisors
▪ Uphold firm and industry required regulations and compliance (communicate any changes or updates to team)
▪ Expense reporting, tracking and year end preparation (FA level)
▪ Calendar scheduling & team coverage management
▪ Service Operations Coverage: monitor all incoming and outgoing correspondences for audit purposes and obtain appropriate compliance or management approvals, check deposits including IRA/Retirement/Education account coding, audit tracking, daily deposit reporting, branch check printing