Retirement Plan Officer 508-742-4722 firstname.lastname@example.org
As a Retirement Plan Officer with Plimoth Investment Advisors, Danielle manages
the ongoing administration of employee benefit accounts, and is responsible for
business development with respect to retirement plans, including 401 (k), pension,
profit sharing, non-qualified plans and IRAs. She also assists employers with
establishing new retirement programs and conducts employee education meetings
for plan sponsors.
With more than 20 years of experience in retirement plan services, Danielle enjoys
helping her clients to become financially prepared for their retirement years. She
has previously served as a Retirement Program Representative with Johnson &
Wales University in Providence, Rhode Island. Previously, she was a Client Account
Manager with New York Life Retirement Plan Services in Westwood, Massachusetts.
A graduate of Syracuse University in New York with a Bachelor of Science degree in
Nutrition, Danielle went on to receive her Master of Business Administration from
Johnson & Wales University.
Danielle grew up in Providence, RI. For for the past 22 years she has been active
with Volunteer Services for Animals, and Providence Animal Care and Control,
helping to educate the public and assist with finding shelter animals new homes –
an endeavor she finds very rewarding. Danielle enjoys spending time by the water
with friends, family and her delightful dogs.