firstname.lastname@example.org | 631.227.3900 x 114
Danielle joined GMAG in 2017.
As Client Relationship Manager and Life Insurance Agent, Danielle is a direct point of contact and a key resource for our clients, addressing a variety of their needs. Danielle is responsible for the overall delivery and management of our client experience to meet our standard of superior quality. Danielle works hard to ensure that client questions are answered in a thorough and timely manner. She is a team player and works closely with her colleagues so that clients receive the best information and attention the firm can provide. Our Client Service Team as a whole continuously strives to improve the firm’s processes, deliver an excellent client experience and strengthen client relationships.
Prior to joining GMAG, Danielle spent 19 years at KLS Professional Advisors Group, a subsidiary of Boston Private Financial Holdings, Inc. During her tenure with KLS she received numerous promotions rising to the level of Director and Chief Operating Officer of the Financial Management Group. Danielle was responsible for client account management which entailed advising high net individuals on all areas of wealth and investment management including estate, insurance, retirement, and tax planning, and the firm’s compliance matters.
Danielle received a Bachelor of Arts degree in Economics from Drew University and a Masters in Business Administration from Long Island University and a Graduate certificate in Financial Services Compliance from Seton Hall Law.
Danielle lives on Long Island with her husband, Matt and son, Logan. She is a competitive equestrian, avid boater, and enjoys tennis and platform tennis.