Danni is RZH Advisor’s Investment and Insurance Services Coordinator. What does this entail? (Thank you for asking.) She’s responsible for monitoring various insurance and investment databases, investment trade reconciliation for client accounts, and investment and insurance servicing matters. In short, she helps make sure nothing falls through the cracks.
Danni is also responsible for preparing portfolio reviews, performance summaries, and asset allocation updates. She also assists with the preparation of client plans and reports.
A graduate of Fairfield University, Danni received a BS in Business Management. She is fluent in Spanish, enjoys cooking, and loves spending time with her husband and two children.