Meet the Team

Danielle Tata joined the Connecticut Wealth Management team in 2022. As a Senior Client Service Specialist, Danielle assists in preparing for client meetings, opening and maintaining accounts, and ensuring clients receive exceptional service. She also serves on CTWM’s Charitable Committee  

Most recently, Danielle worked at Fiduciary Trust International as a Relationship Associate where she was the primary contact for the day-to-day needs of the firm’s high-net-worth clients.

Education

Danielle earned her Bachelor of Science from Sacred Heart University in 2018 with a double major in Finance and Marketing.

Affiliations & Community Involvement

While at Sacred Heart University, Danielle was a member of the Division I Dance Team and a founding member of the Kappa Alpha Theta Fraternity Theta Pi chapter. In her free time, Danielle enjoys traveling, photography, and spending time with family and friends. She resides in West Hartford.