Danielle Bronner, CFP®

Partner - Investments and Advanced Planning at Ocean Heights Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Russian Native or bilingual proficiency

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2021
    - Nov, 2024
  • Passed CFA Level 1
    CFA Institute
    Jan, 2015
    - Nov, 2024

Experience

  • Ocean Heights Advisors
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner - Investments and Advanced Planning
      • Mar 2022 - Present

  • Miracle Mile Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Advisor - Investments and Advanced Planning
      • Apr 2020 - Mar 2022

  • Green Street
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Associate - Consulting and Advisory Practice
      • May 2018 - Oct 2019

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor
      • Jul 2017 - May 2018

  • GCM Grosvenor
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Associate
      • Aug 2013 - Aug 2015

  • Allstate
    • United States
    • Insurance
    • 700 & Above Employee
    • Financial Analyst
      • Dec 2011 - Aug 2013

Education

  • The University of Chicago Booth School of Business
    2015 - 2017
  • Lake Forest College
    Bachelor of Arts in Economics, 3.9/4.0
    2008 - 2011
  • Northwestern University
    Post - Baccalaureate Certification, Mathematics

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