Danna Bermudez is a dedicated and client-focused professional who serves as the Client Services Manager at D’Angelo Financial Services. With a strong background in client relations and operational excellence, Danna plays a pivotal role in helping ensure that every client receives personalized and attentive service.

Education and Certifications

• Danna holds a Bachelor of Science in Psychologyand a Bachelor of Science in Businessfrom the University of Pittsburgh, reflecting her well-rounded understanding of both human behavior and business operations.
• She is licensed with both the Series 6 and Series 63 securities registrations, enabling her to support clients with a wide range of investment and financial service needs.

Commitment to Excellence

• Danna is passionate about creating a welcoming and responsive environment for clients, helping them feel supported every step of the way.
• She works closely with the other members of the team to coordinate account management, documentation, and client communications, helping ensure that every interaction reflects the high standards of D’Angelo Financial Services.
• Her ability to anticipate client needs and resolve issues promptly has earned her the trust and appreciation of both clients and colleagues alike.

Personal Interests

• Danna is a Pittsburgh native who grew up on a 43 acre farm in Ohio Township and attended Avonworth School District. In her downtime, Danna enjoys cooking, reading and travel. She has a daughter who also graduated from the University of Pittsburgh with a major in linguistics and a minor in Japanese.