Role at Appleton
Danielle’s responsibilities include coordinating and executing the production of RFPs, proposals and questionnaires for the firm. In this capacity she gathers and integrates quantitative and qualitative data concerning all aspects of Appleton’s business, its products and services. Additionally, Danielle works in conjunction with the firm’s portfolio managers on the execution of equity trades and research.
Prior to joining Appleton, Danielle worked as an Assistant Trust Operations Manager at Cambridge Appleton Trust, N.A. and at The Natick Soldier Systems Center, a branch of the Department of Defense, as a Budget Analyst. She is a CFA Level 1 candidate.
B.S., Roger Williams University
Danielle serves on the Executive Team as Treasurer for the New England Association for Colombian Children, Inc., and enjoys spending time with family and friends, traveling and skiing.