Danielle supports Thoroughbred’s belief that the affluent market is being underserved and there is a better way to provide more predictable outcomes. Bringing more than 11 years of experience in the insurance industry as an advanced underwriting specialist, she is actively involved in the client problem-solving and planning process from start to finish.
Danielle’s on-going track record of strong, established relationships with preferred carriers has enabled timely and effective workflows throughout the entire case management process. These relationships, coupled with a solid understanding of the nuances involved in complex underwriting, provide a more transparent client experience with managed expectations. By maintaining organization and making sure nothing gets stuck in the pipeline, she is able to connect the dots and contribute to the overall success of financial plans for the firm’s client base.
UNDERWRITING CASE MANAGER