Danielle Scepkowski
Vice President, Compliance and Operations
Education:
- University of Massachusetts,
- Amherst – Isenberg School of Management, 2010
- Bachelor of Business Administration (BBA) Finance & Operations Management
Professional Registrations and Licenses:
- Life/Health Licensed
- General Securities Registration
FINRA Series 7, 24, 63, and 66 Registrations
Danielle Scepkowski serves as Vice President, Compliance & Operations at Allied Wealth Partners where she has been a member of the team since 2011. With an educational background in Finance and having multiple financial registrations and licenses, she brings great value to the firm.
Danielle’s responsibilities include managing firm-wide, annual requirements, which consist of the handling of all branch office audits, client file reviews and Firm Element CE courses. Acting as the Field Principal, she also reviews, approves and signs off on all advertising and marketing material for the firm, advisors outside business activities as well as any new business and other respective paperwork for the firm. Additionally, Danielle also assists select advisors with investment advisory business/accounts and their annual client account reviews.
A graduate of the University of Massachusetts, Danielle enjoys spending time with her family, friends, and her Australian Cattle Dog, Kaia. She is a volunteer at her local animal shelter and enjoys participating in endurance event races such as Tough Mudder. Danielle resides in Morristown, New Jersey.