Experience

Danielle joined UBS in October 2014 after 13 years at Morgan Stanley. Danielle graduated from the University of Utah Eccles School of Business with a bachelor's degree in Business Administration. She currently holds her series 7, 66 and 31 licenses. Danielle is well- versed in managed account trading and various retirement platforms.

Danielle currently resides in Riverton, Utah with her husband, Matt and their three children. Outside the office, she enjoys supporting the Utah Utes at football and basketball games. In addition she also enjoys running, hot yoga and a Sunday afternoon BBQ.

Annmarie holds Series 7, 63, and 66 licenses. Annmarie grew up in New Jersey and graduated from Seton Hall University in 1986 with a B.S. in Marketing. She is often commended for her knowledge of systems and processing abilities as well as her high level of responsiveness to customer needs.

After working at the American Stock Exchange for 10 years in the Membership Admission department, Annmarie and her husband, Ken, along with their son, Kyle, moved to Utah; their daughter, Melissa, was born here. Annmarie joined UBS in 2012 after more than 22 years at Morgan Stanley Smith Barney. She has over 35 years of experience in the financial industry.

Annmarie has been active in church and community projects and arranges monthly and annual service projects for our Salt Lake City office. Annmarie and Ken have recently taken up backpacking and also enjoy camping and fishing. Spending as much time as humanly possible with their grandson is top priority.