Vice President, Senior Relationship Manager
Danita is responsible for ensuring the smooth transition of institutional and advisor relationships to the firm. This includes establishing transition plans, identifying milestones and ensuring her team successfully completes the onboarding process for each new relationship.
Prior to joining Millennium Trust in 2007, Danita served as vice president for alternative assets at Northern Trust. She also held senior positions at Jackson National Financial Services and Stein Roe & Farnham.
She holds a bachelor’s degree in organizational behavior and psychology and a certificate in accounting from Northwestern University.