CLIENT SERVICE ASSOCIATE
Danelis, our newest Client Service Associate, focuses on marketing and client outreach. She provides support to our Financial Advisors with opening accounts, processing, distributions, scheduling appointments, and addressing an array of client needs. Danelis strives to deliver exceptional and professional customer service experiences for our clients.
Before joining Pentas Wealth Management, Danelis worked as a dedicated Accountant Associate for a local CPA, where she learned to build positive client relationships and garner high client satisfaction. She supports the Hispanic community by volunteering for transportation to and from healthcare and legal visits and shows her passion for spreading the true word of God through charitable donations to religious and international humanitarian construction, renovation, and disaster relief projects. In her spare time, she loves to spend time with her husband and two kids, travel, enjoy the outdoors, appreciate art, and try new and exotic culinary cuisine.