Client Service Associate
Eleanor joined our company in 2024 after graduating from the University of Arizona with a Bachelor of Science in business administration, with a concentration in accounting. During her time at Arizona, she served as the Women in Finance Chair and was actively involved in the Wall Street Scholars Program and Accounting Student’s Association. She was also selected as the commencement speaker for her college’s graduation.
Prior to joining us, Ms. Daniel interned at Wells Fargo Advisors as a Wealth & Investment Management Intern and the following summer at JP Morgan as a Global Corporate & Investment Banking Summer Analyst in their Consumer & Retail group.
