Danielle applies her many years of financial industry experience to her role as registered practice business coordinator, handling a wide range of essential organizational matters, from onboarding new clients to managing client communications. She also serves as our in-house digital expert and marketing manager.
Danielle helps our team deliver a quality client experience by being personable and patient, and paying meticulous attention to detail. “I am always ready to lend a hand with anything our clients need,” Danielle says.
Danielle has been working with our team since 2016 as a registered analyst and transitioned with us to Raymond James in 2022. Earlier in her career, she was a consultant for Terillium, an Oracle partner. She is a graduate of Miami University’s Farmer School of Business, where she earned a Bachelor of Science in supply chain management with a minor in marketing.
Outside the office, Danielle dedicates time to serving the community as a board member of the Zanesville Museum of Art and the Carr Center. She is also a member of the Muskingum County Community Foundation.
Danielle is from Zanesville, where she lives today with her husband, Kolby, and their daughter. Danielle enjoys running, cooking and spending time with her family and friends during her leisure time.