Danielle Kopetzki

Danielle Kopetzki is an accomplished professional in the Financial Services industry, currently serving as Chief of Staff and Vice President of Transitions and Special Projects at Modern Wealth Management since May 2024. Prior to this role, Danielle held the position of Vice President of Business Operations at SageView Advisory Group from October 2022 to May 2024. Danielle’s extensive experience includes over a decade at ActiFi, Inc. as a Senior Consultant, where expertise in mergers and acquisitions, product and process implementation, and product management was developed. Earlier career highlights include contributions to business innovation and operational integration at Piper Jaffray and U.S. Bank, where Danielle served as a liaison and project manager in technology initiatives. Danielle's educational background includes a degree from Marquette University.