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Danielle Smith's
email & phone

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Current Position:

Client Service Associate at Cobblestone Capital Advisors, LLC.

Experience:

16 years

Location:

Rochester, New York Metropolitan Area

How to contact Danielle Smith

Last updated:2025-04-01
emaild**@cobblestonecap.com
phone+1-***-***-1893
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Analytics

According to LinkedIn Danielle Smith started working on 2009, then the employee has changed 3 companies and 5 jobs. On average, Danielle Smith works for one company for 2 years 8 months. Danielle Smith has been working as a Client Service Associate for Cobblestone Capital Advisors, LLC. for 427 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Client Service Associate at Cobblestone Capital Advisors, LLC.

Jul 2024 - Current

AVP, Private Bank Senior Associate at Bank of America Private Bank

Jun 2021 - Jul 2024

Financial Center Manager at Bank of America

Oct 2018 - Jun 2021

Financial Center Operations Manager at Bank of America

Jan 2015 - Oct 2018

Teller Operations Specialist at Bank of America

Aug 2013 - Jan 2015

Teller Supervisor at The North Country Savings Bank

Aug 2009 - Aug 2013

Education

Bachelor of Technology at SUNY Canton

Associate's degree at SUNY Canton

Current Company Information Cobblestone Capital Advisors, LLC.

Name: Cobblestone Capital Advisors, LLC.

Location: Rochester, NY, United States

Employees: 10-50

HQ Phone: 585-473-3333

Description: Cobblestone Capital Advisors, LLC, is an experienced investment advisory firm managing $2 billion for over 750 clients, including individuals, families, and institutions. Headquar...

Frequently Asked Questions

How long has Danielle Smith been working as a Client Service Associate?

Danielle Smith's total experience in various companies as a Client Service Associate 1 year 2 months.

What is Danielle Smith's minimum period of employment in the companies?

Danielle Smith's minimum period of employment in various companies is 1 year 5 months.

What is Danielle Smith's average duration of employment for different companies?

On average, Danielle Smith works for one company for 3 years

What industries has Danielle Smith worked in?

Danielle Smith works in the Financial Services. Previously, Danielle Smith worked in the Banking.

What positions has Danielle Smith held before?

Previously, Danielle Smith worked as a AVP, Private Bank Senior Associate, and Financial Center Manager, and Financial Center Operations Manager, and Teller Operations Specialist, and Teller Supervisor.

How do I contact Danielle Smith?

Danielle Smith's email address is d**@cobblestonecap.com, phone number is +1-***-***-1893. Sign up to get contact details.

Who is the President/CEO/Director of the Cobblestone Capital Advisors, LLC.?

The President/CEO/Director of the Cobblestone Capital Advisors, LLC. is Eric Furnal

Who are Danielle Smith's peers at other companies?

Danielle Smith's peers at other companies are BRIAN ORENSTEIN and M Brandon Chevere and Manoucheka Guillaume
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