As Client Services Lead, Danielle assists in the development of new team members, enhancing the client experience, and provides comprehensive support to the firm’s advisors. Danielle has been working in the finance industry for 11 years. Prior to joining the Pure team, Danielle most recently worked at LPL Financial as a Service and Operations Specialist where she provided high-quality service to financial advisors regarding new account opening policies and procedures.
Originally from Connecticut, Danielle moved to San Diego in 2018 for the warmer weather. She enjoys spending most of her free time being outdoors hiking, rollerblading, and exploring the west coast.