Renee Danielle Cooley ("Danielle") has over five years of professional experience in the financial services industry. She is a graduate of Campbell University with a Bachelor of Business Administration in Trust and Investment Management/Pre-Law with a minor in Financial Planning, and Master of Business Administration (MBA) from the Lundy-Fetterman School of Business. Before joining Gordon Asset Management, LLC, Danielle worked as an Institutional Services Consultant for a large southeastern financial holding company.
Danielle holds the Chartered Retirement Plans Specialist ("CRPS") designation, the Chartered Mutual Fund Counselor ("CMFC") designation, and the Accredited Investment Fiduciary ("AIF®) designation in the from The Center for Fiduciary Studies, which operates in Association with the University of Pittsburgh's Katz Graduate School of Business. She is also Series 65 licensed with the FINRA.
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