Danielle Driscoll
| VP, Advisor Solutions
Danielle has 10 years of sales and marketing experience in financial services and technology. She was part of one of the world's largest technology companies, Oracle, where she focused on enterprise solutions, spearheading market strategies for a new organization in the Small to Medium Sized Businesses market. Danielle was a marketing manager at FundQuest, focused on the Independent Broker Dealer and Wirehouse channels, educating advisors on Separately Managed/Unified Managed Accounts and advisory solutions. Her in-depth knowledge of competitive offerings and advisor best practices helped advisors develop and present differentiated client solutions.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"The more products, accounts and assets we manage through the LifeYield ROI™ process, the more income we can provide our clients. This is a win-win for the client and the advisor as we seek to provide more comprehensive services to the whole household."
John Rhett, Chairman, SunTrust Investment Services