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.