Danielle Jolin
Corporate Officer/Principal chez Atlas Private Wealth Management LLC
Profil
Ms. Danielle Jolin is a Client Operations Leader at Atlas Private Wealth Management LLC.
She 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.
Postes actifs de Danielle Jolin
| Sociétés | Poste | Début |
|---|---|---|
Atlas Private Wealth Management LLC
 Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Corporate Officer/Principal | 01/01/2020 |
Formation de Danielle Jolin
| Hudson Valley Community College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Finance |
