Danielli T.
About Danielli T.
Danielli T. serves as an Executive Assistant at IG Wealth Management, where she has worked since 2019. She supports the Division Director and plays a key role in managing records, onboarding new consultants, and implementing marketing plans.
Work at IG Wealth Management
Danielli T. has served as an Executive Assistant at IG Wealth Management since 2019. In this role, she is responsible for the preparation and organization of client files for meetings. She supports the Division Director by providing comprehensive administrative assistance and plays a key role in the onboarding and training of new consultants within the division. Additionally, she assists in managing company programs, policies, and guidelines, ensuring smooth operations within the team.
Education and Expertise
Danielli T. studied at Sheridan College from 2017 to 2018, where she earned a Marketing Diploma. This education has equipped her with the skills necessary for managing marketing plans and processes within her current role. Prior to her college education, she completed her high school education at St. Edmund Campion Secondary School, obtaining her High School Diploma from 2014 to 2016.
Background
Danielli T. has a background in marketing and administration, which she has applied in her role at IG Wealth Management. Her experience includes developing and overseeing record-keeping and reporting systems for the division, contributing to the efficiency and effectiveness of administrative processes.
Achievements
In her position as Executive Assistant, Danielli T. has been instrumental in managing the implementation of marketing plans and processes transactions. Her contributions to the onboarding and training of new consultants have also enhanced the division's operational capabilities.