Daniela R.

Daniela R. is a seasoned professional with extensive experience in the financial services industry. Currently serving as a Client Services Associate at Stifel Financial Corp. since October 2023, Daniela has a robust background that includes a tenure at BNY Mellon from April 2016 to May 2023, where roles encompassed Project Manager and Vice President of US Client Onboarding, Lead Analyst for Data Delivery at NEXEN Digital Services, and Senior Analyst. Prior experience at BNY Mellon Wealth Management included positions as Client Support Specialist and Wire Processing Analyst, while earlier roles were held as an Administrative Assistant at Keller Williams Realty, Inc. and a Commercial Loan Processor at National City Bank. Daniela's career began at PNC, where various positions were held from May 1999 to July 2005. Daniela's educational foundation was established at Stadt. Berufschule Erlangen in Germany.