Danielle Koontz
About Danielle Koontz
Danielle Koontz is a Compliance Analyst with extensive experience in the financial services industry. She has worked at various companies, including ALPS, Mercer Advisors, and currently Transamerica, where she has developed her expertise in compliance and operations.
Work at Transamerica
Danielle Koontz has been employed at Transamerica as a Compliance Analyst since 2020. In this role, she is responsible for ensuring that the company adheres to regulatory requirements and internal policies. Her experience in compliance positions her to effectively manage risk and maintain the integrity of operations within the organization.
Previous Experience in Compliance and Operations
Before joining Transamerica, Danielle Koontz worked as a Compliance Analyst at ALPS, A DST Company for 10 months in Denver, Colorado, from 2018 to 2019. She then transitioned to Mercer Advisors, where she served as a Portfolio Operations Specialist for one year, from 2019 to 2020. These roles provided her with a solid foundation in compliance and operational processes within the financial services industry.
Educational Background in Mathematics
Danielle Koontz earned a Bachelor's Degree in Mathematics from Binghamton University, where she studied from 2012 to 2015. This academic background has equipped her with analytical skills that are beneficial in her compliance roles, allowing her to approach complex regulatory issues with a quantitative perspective.
Early Career as a Tutor
Danielle began her professional career as a Mathematics Tutor at Binghamton University, where she worked for two years from 2013 to 2015. This role involved assisting students in understanding mathematical concepts, which helped her develop strong communication and teaching skills.
Experience in Financial Services
In addition to her compliance roles, Danielle Koontz has held various positions in the financial services sector. She worked at Scottrade as an Advisor Services Associate from 2016 to 2017 and later as an Account Solutions Specialist from 2017 to 2018. These positions contributed to her understanding of client services and operational support within the financial industry.