Danielle Wen
Associate Regional Director

Request an Appointment | Office Information

Danielle is an Associate Regional Director responsible for coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners in Northern California. Prior to joining Beacon Pointe, Danielle held the position of Vice President, Fixed Income Sales at Credit Suisse and UBS. She is also an entrepreneur, having started a nationally recognized fashion tech brand. Danielle graduated with a Bachelor of Science degree in Economics from Massachusetts Institute of Technology (MIT) and is proficient in Mandarin Chinese. She resides in San Francisco and enjoys sailing in the Bay and the great outdoors.