Investment Advisor Certified Compliance Professional®
As Chief Compliance Officer, Danielle is responsible for overseeing and managing the firm’s regulatory compliance program, including the development of an ongoing review of current regulatory compliance affairs. As Director of Operations, she leads a team dedicated to the improvement of operational processes and works meticulously to ensure all business is executed accurately and efficiently.
Before joining Pure Financial Advisors, Danielle served as the Branch Operations Supervisor for a local Wealth Management firm where she was responsible for the firm’s operations, compliance and client satisfaction. Prior to launching her career in the financial industry, she spent four years in Japan teaching English as a second language.
Danielle received a Bachelor’s of Science degree in Business Administration with a minor in Economics from the University of Southern Maine. Prior to joining a fee-only advisory firm, Danielle held the FINRA Series 7, 66, and 24 securities registrations and is currently a notary public. In 2018, Danielle attained the Investment Advisor Certified Compliance Professional (IACCP®) designation, an industry-wide recognition of enhanced knowledge and skill level in SEC compliance matters.
Danielle enjoys living in downtown East Village with her husband, a helicopter aircrewman and Navy Senior Chief whom she has been married to since 2001.