When it comes to representation in the workplace, specifically in financial services, it’s important to elevate diverse voices, to listen intently to their experiences, in order to invoke change for the future.

In this episode, Christine Shaw speaks with Danielle Burns, vice president, head of business development at CNote. Danielle shares the important work that CNote does to elevate and amplify the voices of women and people of color in financial services, and shares why it is both her professional and personal passion to ensure that Black women are accurately represented at the table and in the diversity and inclusion conversation.

In this episode, you will learn:

- How Danielle first met Christine through social media — and how she called on InvestmentNews to further improve their diversity practices
- The importance to elevate the voices of women of color, listen and take action
- How stepping outside of her comfort zone allowed Danielle to make an impact
- Why being intentional is the best way to create a diverse and inclusive environment
- And more!

Tune in to hear from Danielle Burns, vice president, head of business development at CNote, as she shares her mission to elevate the voices and experience of women and people of color in financial services.

Resources: InvestmentNews | Christine Shaw | CNote | Danielle Burns

Guest bio: Danielle M. Burns MBA, AIF is Vice President, Head of Business Development for CNote. Prior to joining CNote, Danielle worked for First Affirmative Financial Network in a variety of Business Development roles from 2004 to 2019 most recently serving as Vice President of Sales and Marketing where she worked with a highly collaborative team that was responsible for the growth and profitability of the firm’s distribution channels. Danielle participated in all aspects of the sales and marketing process, attended and spoke at industry events and educated advisors on how to navigate the Sustainable, Responsible, Impact (SRI) investing and ESG landscape. Her background emphasizes business strategy and consulting and executing integrated campaigns, marketing communications, product launch and system development.
Danielle began her financial services career in 1994 with Wachovia Corporation where she worked for both Wachovia Bank and Wachovia Securities performing a variety of management duties over her nine-year tenure. Danielle serves on the board of Green America, a not-for-profit membership organization founded in 1982, whose mission is to harness economic power to create a socially just and environmentally sustainable society. Additionally, Danielle serves on the SRI Conference & Community Advisory Board. The SRI Conference & Community is the longest running gathering of asset managers, financial advisors, researchers, academics, mission-driven organizations who share the common goal of deploying private capital to address some of our most pressing environmental, social, and economic challenges.
Danielle is a certified trainer for Walking on the Glass Floor which promotes Diversity and Inclusion for Women in Leadership and is passionate about working to narrow the wealth gap and create investment and economic inclusion for all.
Danielle holds an MBA with an emphasis in marketing and the AIF® designation.