Danielle Morgan is an experienced professional in the financial services sector, currently serving as an Account Manager and previously as a Client Success Executive at Altrata since October 2021. Prior to Altrata, Danielle worked at Wealth-X as a Client Success Associate from August 2020 to October 2021 and held a temporary position at Riverstone Holdings in early 2020. Danielle has also gained valuable experience at Cians Analytics as an Associate and Operations Associate, JGR Capital as a Project Manager and Associate, and Impetus Capital Group as an Operations Intern. Danielle holds a Bachelor of Science in Business Administration with a focus in Finance from the University of Pittsburgh, earned in April 2017.
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