Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
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Client Operations Leader
800-432-7447 ext. 139
Danielle is the Client Operations Leader at Atlas Private Wealth Management. She is primarily responsible for the integration and accuracy of demographic, contract/billing, and investment account data for clients across multiple systems. Danielle also works with third-party vendors to produce the semi-annual and custom performance reports for our clients. In addition, she calculates and executes quarterly and interim client billing, and provides audit support for compliance and financial reporting for leadership.
Prior to joining Atlas, Danielle worked in admissions at North Adams Regional Hospital in North Adams, Massachusetts.
She earned an associate’s degree in accounting from Hudson Valley Community College in Troy, New York.
In her free time, Danielle enjoys art, painting, hiking, playing golf, and spending time with her dog.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
