Danielle Riffle maintains a key position within our organization. In her capacity she is the direct link with our Broker Dealer, Sigma Financial Corporation. It’s through this link that she maintains dedication in the organization within the company and providing clients with accurate and timely portfolio updates. Her goal is to obtain the knowledge and tools to keep up with the ever-changing financial investment industry. She collaborates with the Trowbridge Financial Services team and Sigma Financial Corporation to execute clear communication of client’s information and investment proposals. Her role includes detailed support of our representatives and financial advisor, comprehensive follow up and maintaining the complexity of our appointment schedule. She is also entrusted with the coordination of our investment workshops and presentations for our clients. Her valuable support role is the cornerstone of our company’s operations.
Outside of work, she enjoys spending time with her husband, Danny, her two sons and three grandkids. Her favorite place to travel is sunny Cabo San Lucas, Mexico! She loves to travel to the beach, enjoys being in warm weather and spending time with family and friends.
Areas of experience: Account Values, Investment Appointments, Form Updates, Statements Questions, Marketing