…as Client Services Administrator
Danielle wears multiple hats. You may talk to her regarding a form that needs completing or from the DocuSign envelope she sends to you. She also helps if you require an account distribution. She makes sure your accounts are in balance and trades are executed properly. She has an “eagle eye” and assists the financial planning group review plans before publication.
She is studying to become a Financial Paraplanner Qualified Professional.
…before becoming a FC Team Member
Danielle previously worked in retail as a sales associate and administrative assistant. She is currently studying to complete her bachelor’s degree in liberal studies at Sonoma State University.
…outside of the office
Danielle enjoys cooking and baking for her friends and family. She loves trying new recipes and adding her own flair. She considers cookies and soups to be her specialties.