![Danielle Jolin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Danielle Jolin is a Manager of Investment Operations at Atlas Private Wealth Management LLC.
She is the Client Operations Leader at Atlas Private Wealth Management and is primarily responsible for the integration and accuracy of demographic, contract/billing, and investment account data for clients across multiple systems.
She also works with third-party vendors to produce the semi-annual and custom performance reports for our clients.
In addition, she calculates and executes quarterly and interim client billing, and provides audit support for compliance and financial reporting for leadership.
Prior to joining Atlas, she worked in admissions at North Adams Regional Hospital in North Adams, Massachusetts.
She earned an associate’s degree in accounting from Hudson Valley Community College in Troy, New York.
| Società | Posizione | Inizio |
|---|---|---|
Atlas Private Wealth Management LLC
 Atlas Private Wealth Management LLC Investment ManagersFinance Atlas typically invests client assets in accordance with investment strategies which hold mutual funds and ETFs. | Corporate Officer/Principal | 01/01/2020 |
Attive
Inattive
Società nel listino
Aziende private
| Aziende private | 2 |
|---|---|
Hudson Valley Community College
 Hudson Valley Community College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas typically invests client assets in accordance with investment strategies which hold mutual funds and ETFs. | Finance |
Seleziona la tua edizione
Tutte le informazioni finanziarie adattate in base al livello nazionale
