Danielle Yoshida
Client Service Associate
Danielle is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Danielle earned her Bachelor of Science degree in Business Administration with a minor in English from the University of Oregon. Outside of the office, Danielle enjoys exploring the outdoors, running, reading, and spending time with family and friends.
