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Danielle Valle is listed as Director of Client Services based in Fairfield, Connecticut, United States. AeroLeads shows a work email signal at bmcplanning.com and a matched LinkedIn profile for Danielle Valle.
Danielle Valle previously worked as Director of Client Services at Berman Mcaleer, Llc and Client Service Associate at Berman Mcaleer, Llc. Danielle Valle holds Bachelor Of Arts (B.A.), English/Language Arts Teacher Education, Cum Laude from University Of Delaware.
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As Director of Client Services, Danielle led the client service associate (CSA) team, overseeing the systems and operational processes required to ensure a smooth back office experience for Berman McAleer’s clients. As team liaison, she worked in conjunction with the firm’s executive management and technology teams providing critical logistical insight as processes change and the firm evolves. A dedicated CSA herself, Danielle enjoyed working directly with BMc clients, strengthening existing relationships and meeting new clients as they joined Berman McAleer.After beginning her career as a high school English teacher, Danielle made a career change to financial services where she spent the following four years supporting clients focused on retirement income planning. In 2016, she joined Berman McAleer as a CSA and was promoted to lead that team in 2019.A founding member of BMc’s Giving Initiative, Danielle took an active role in finding and coordinating volunteer activities for the company. She spearheaded BMc's work through Habitat for Humanity of the Chesapeake and continued to seek out opportunities where BMc could make a difference in the local community.
Listed skills include Fixed Annuities, Powerpoint, Facebook, Retirement Planning, and 7 others.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Berman McAleer is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures.
Baltimore, MD
Smyrna, DE
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Danielle Valle is listed as Director of Client Services.
AeroLeads has found 1 work email signal at @bmcplanning.com for Danielle Valle.
Danielle Valle is based in Fairfield, Connecticut, United States.
Danielle Valle has worked for Berman Mcaleer, Llc, Everest Wealth Management, Inc., and Smyrna High School.
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Danielle Valle holds Bachelor Of Arts (B.A.), English/Language Arts Teacher Education, Cum Laude from University Of Delaware.
Danielle Valle is listed with skills including Fixed Annuities, Powerpoint, Facebook, Retirement Planning, Microsoft Excel, Retirement, Life Insurance, and Microsoft Office.
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