Danielle M. Burns
Noblesville,IN
Summary
With over two decades of expertise in Impact and Community Investing, I'm a seasoned executive skilled in relationship management and business development across diverse investor types, including investment advisory clients, foundations, corporations, banks, and credit unions. My leadership is marked by a commitment to driving economic equality and fostering meaningful change. I excel in team management, training, and resolving complex challenges in general management, operations, risk management, and client service. Passionate about advancing social initiatives, I prioritize client satisfaction, strategic relationship cultivation, and team empowerment to drive corporate relations, outreach, and growth opportunities. As a performance-driven Vice President for 25 years, I align systems with business requirements, policies, and regulatory standards, employing exceptional organization and communication skills to achieve results.
Overview
21
21
years of professional experience
Work History
Vice President, Partner Success
CNote Group, Inc.
07.2023 - Current
- Formulate, manage, and execute Partner Success strategy and processes as a key leader in the CNote executive/leadership team.
- Cultivate strong relationships with 100+ bank and credit union executives, conducting needs assessments and addressing customer concerns through on-site visits.
- Led negotiations and served as the primary contact for information sharing with platform partners, ensuring effective communication and collaboration.
- Own education, engagement, and communication with onboarded partners, collaborating with cross-functional teams to enhance client satisfaction and value offering.
- Proactively foster strategic partnerships, actively participated in industry associations, identified growth opportunities through trend analysis, and utilized technology tools for effective client data management.
Vice President, Head of Business Development
CNote Group, Inc.
07.2019 - 07.2023
- Integral member of the Executive team, contributing to firm-wide strategic planning, project management, and oversight.
- Enhanced pipeline, sales, and business development efficiency by collaborating with internal and external stakeholders.
- Successfully engaged Fortune 1000 corporate treasurers, foundations, and asset management firms in executing ESG and DEI initiatives.
- Innovated the client onboarding process and implemented screening for prospective clients.
- Developed a streamlined sales process, yielding repeatable and consistent results, while fostering strategic partnerships for continuous business growth and client retention.
Vice President, Sales and Marketing
First Affirmative Financial Network
11.2004 - 07.2019
- Cultivated key client relationships for sustained contributions and client satisfaction.
- Engineered a targeted onboarding and training plan for advisors and RIA/BrokerDealers.
- Elevated professional development for 120+ independent financial advisors nationwide.
- Drove growth in firm assets 40% through strategic distribution of SRI investing solutions.
Assistant Branch Manager
ADP/Old Harbor Bank
06.2003 - 10.2004
- Achieved 20% branch profit growth by optimizing internal sales processes.
- Elevated branch revenue through strategic training and support for personnel.
- Mitigated risk by implementing and monitoring robust security and audit processes.
- Strengthened customer satisfaction through proactive issue resolution and exceptional service.
Education
MBA - Master of Business Administration
University of Phoenix
Tempe, AZ10.2005
Bachelor of Arts -
University of Phoenix
Tempe, AZ08.2002
Skills
- Community and Impact Investing: CDFIs, Mutual Fund, SMA and Private Debt SRI/ESG Strategies
- Enterprise and Investment Advisor Relationship Management
- Sustainable Marketing/Event Management
- Registered Investment Advisor Operations
- Business Strategy and Consulting
- Cross-Functional Collaboration
- Leadership and People Development
Timeline
Vice President, Partner Success
CNote Group, Inc.
07.2023 - Current
Vice President, Head of Business Development
CNote Group, Inc.
07.2019 - 07.2023
Vice President, Sales and Marketing
First Affirmative Financial Network
11.2004 - 07.2019
Assistant Branch Manager
ADP/Old Harbor Bank
06.2003 - 10.2004
MBA - Master of Business Administration
University of Phoenix
Bachelor of Arts -
University of Phoenix
Education Certifications Affiliations
- Board Certified Fiduciary, (BCF) Designation
- Fiduciary 360 - Accredited Investment Fiduciary (AIF) Designation
- Green America, Board Member
- Walking on the Glass Floor, Certified Women’s Executive Leadership
References
References available Upon Request
Education Certifications Affiliations
- Board Certified Fiduciary, (BCF) Designation
- Fiduciary 360 - Accredited Investment Fiduciary (AIF) Designation
- Green America, Board Member
- Walking on the Glass Floor, Certified Women’s Executive Leadership
References
References available Upon Request