With two decades of entrepreneurial and corporate experience, Danielle has extensive financial services expertise across capital markets, investment advisory/wealth management, and private markets that informs her client work. She has led large cross-functional teams on several billion-dollar projects and raised over $500mm from institutions and UHNI for private fund investments. She works closely with her financial advisor clients, speaking the same language while also incorporating best practices across industries, to support their growth. 

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She received her BA (International Relations, Spanish) from Simmons University where she held an alumna class officer role from 2012-2021. She received her MBA from The University of Chicago Booth School of Business (Entrepreneurship, Managerial & Organizational Behavior, Economics) where she served as VP of the Graduate Business Council. She holds a certificate in Corporate Governance from Wharton. She is a CTI-trained and CPCC-certified coach.