Danielle Bugni, CFA
Vice President at Robertson Stephens- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Boise, US
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Experience
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Robertson Stephens
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United States
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Financial Services
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1 - 100 Employee
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Vice President
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Jan 2023 - Feb 2023
1101 W River St, Suite 360, Boise, ID 83702
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Client Service Associate
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Aug 2021 - Jan 2023
Boise, Idaho, United States
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Selway Asset Management
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Investment Management
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Senior Portfolio Associate
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Jul 1999 - Jul 2019
Collaborated with portfolio managers to provide investment advisory services to high net worth individuals, non-profit organizations, and retirement plans. Participated in portfolio construction, analysis, and investment research. Strengthened client relationships through exceptional service and knowledge of client needs. Executed trading strategies using multiple software applications and built relationships with brokers when needed.
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Education
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Boise State University
Bachelor's degree, Finance and International Business
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