Danniellee Blake

Senior Associate, Client Experience @ Wealthsimple

About Danniellee Blake

Danniellee Blake is a Senior Associate in Client Experience at Wealthsimple with over a decade of experience in retail banking and a strong background in financial planning.

Current Role at Wealthsimple

Danniellee Blake serves as a Senior Associate, Client Experience at Wealthsimple. She has been with the company since 2020, bringing her extensive background in client services to the forefront of Wealthsimple's operations in Toronto, Ontario, Canada. Her role focuses on enhancing the overall client experience, ensuring customer satisfaction and engagement are prioritized in the company's offerings.

Previous Experience at National Commercial Bank Jamaica Limited

Prior to her role at Wealthsimple, Danniellee Blake worked at the National Commercial Bank Jamaica Limited (NCB) as a Branch Account Associate. She held this position from 2008 to 2019, amassing 11 years of experience in the banking industry in Jamaica. During her tenure at NCB, she focused on client account management and contributed significantly to the bank's retail banking operations.

Educational Background in Financial Planning

Danniellee Blake studied Financial Planning at Centennial College, where she completed a post-graduate program in 2019. Her education at Centennial College provided her with a robust foundation in financial planning principles, further enhanced by her attainment of a Canadian Securities Course certification.

Academic Credentials from Northern Caribbean University

Danniellee Blake holds both a Master of Business Administration (MBA) and a Bachelor of Science (BS) in Business Administration and Management from Northern Caribbean University, Jamaica. She completed her MBA from 2011 to 2014 and her bachelor's degree from 2005 to 2008. These academic achievements underscore her deep understanding of business administration and management concepts.

Expertise in Retail Banking and Client Experience

With over a decade of experience in retail banking, Danniellee Blake is adept at enhancing client experiences. Her expertise is supported by her financial planning education and her Canadian Securities Course certification. Known for her exceptional interpersonal skills, Danniellee is committed to delivering extraordinary customer service and is recognized for her ability to work effectively as part of a team. Her career reflects a consistent drive for success in the banking industry.

People similar to Danniellee Blake