Danielle Jolin

Corporate Officer/Principal chez Atlas Private Wealth Management LLC

Profil

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.

Postes actifs de Danielle Jolin

Sociétés	Poste	Début
Atlas Private Wealth Management LLC	Corporate Officer/Principal	01/01/2020