Danielle joined Clarfeld | Citizens Private Wealth, formerly Citizens Private Wealth Management, in 2017 as a Trust Officer. Currently, she is Senior Trust Officer and in this role, she works with our trust clients by assisting in fiduciary development activities.
She holds the Certified Financial Planner designation (CFP) and has eight years of industry experience. Danielle previously held a variety of trust and portfolio management roles at US Trust and Fidelity.
As a resident of Rhode Island, Danielle enjoys spending time on the water, and appreciates anything sailing--she especially enjoys sailing competitively. Given her love for the water, Danielle is a proud supporter of the Clean Ocean Access, a non-profit organization. She is also an avid golfer, runner and casual pickle ball player. She loves spending time with family, friends and her mini Bernedoodle named Crew.