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Danielle has spent over 6 years in the financial services industry, gaining experience and perspective through various roles. Prior to joining Finivi, Danielle served as a principal for an independent broker/dealer, supervising financial investments such as mutual funds, 529's, alternative investments, and annuities for properly meeting the client's individual suitability needs. Danielle continues to learn and expand her financial planning knowledge as she is currently enrolled in the Bryant University Financial Planning certificate program with the goal of becoming a Certified Financial Planner. Danielle is passionate about being a valuable resource in helping clients achieve their ongoing, unique financial goals.
Danielle has a B.S. in Finance from Bentley University as well as an M.B.A. with a concentration of Financial Planning and Real Estate Management, also from Bentley University.