Client Service Specialist

Overview

Danielle Bender joined the Petersen Hastings team as a Client Service Specialist in May of 2023. The atmosphere and culture of the firm is what attracted Danielle to Petersen Hastings. Danielle’s giving spirit and strong desire to help others is what makes her an incredible addition to the firm. Danielle was born and raised in the Tri-Cities and established roots in the area while raising her children.

As a Client Service Specialist, Danielle will work with other members of the Client Service team to facilitate, monitor, and update personal and corporate investment accounts, as well as maintain complex financial reports, while prioritizing the requests and needs of our growing clientele.

Outside of work, Danielle enjoys spending time with her kids – going fishing, playing basketball, and exploring new hiking trails.

Certifications & Accolades

Education

Top 5 Gallup StrengthFinder Themes

  • Context
  • Learner
  • Responsibility
  • Achiever
  • Focus