Danielle is a Sales and Relationship Management Associate for Public Trust where she provides support of the firm’s strategic sales initiatives through engagement with clients, continual interaction with the Relationship team, and by interfacing with the Client Services team. Additionally, Danielle is responsible for the planning, goal setting, and gathering of information to assist in the streamlining of processes cross departmentally.
Prior to this role, Danielle held the position of Client Service Associate for Public Trust where she was responsible for the processing of incoming and outing fund transfers and the communication of cash flows to the Portfolio Management team while maintaining client update requests and inquires. Before joining Public Trust, Danielle worked for Transamerica as an Internal Wholesaler for mutual funds and at Jackson National as an Internal Wholesaler for retirement products. She received a Bachelor of Arts in History from the University of Colorado at Denver. Danielle holds the FINRA Series 65 license and is an Investment Advisor Representative.