Danielle Munoz is a Financial Services professional with over 20 years in the industry and currently serves as the Client Relations Director for Raymond Angelo, President of Angelo & Associates Financial Planning Group. She works closely with clients and staff to ensure all client inquiries are met in a timely and professional manner.
Prior to starting her position with Angelo & Associates, she spent 16 years in investment banking with Jefferies LLC. She specialized in customer service, compliance, and trade related roles. Danielle understands the value of communication, organization, and resolution in order to provide the best possible service to clients.
Danielle earned a Bachelor of Science in Elementary Education and Mathematics from Kean University. In addition, she holds a FINRA Series 6 securities registration with LPL Financial and is currently studying to obtain a FINRA Series 63 license.
When not working, Danielle enjoys traveling, going to the beach, gardening and spending quality time with her husband and two teenage daughters.