Client Service Specialist
Danielle Lindsay

Education

  • California State University, San Marcos BA in Economics

Professional Organizations

  • Southern California Compliance Group, past member

Danielle Lindsay is a Client Service Specialist at Dowling & Yahnke.

Danielle interfaces with our clients’ custodian for account maintenance, processing security transfers, preparing forms, and serving as a Digital Concierge. She graduated from California State University, San Marcos with a Bachelor of Arts in Economics.

Danielle joined Dowling & Yahnke in 2018. Having worked for other Registered Investment Advisors and large institutional managers, Danielle holds over 35 years of experience in the financial services industry.

 

What do you find most rewarding about working at Dowling & Yahnke?

All the employees are passionate about helping our clients, and we all work as a team to give the best service we can.  

Why did you join Dowling & Yahnke?

I was impressed with the professionalism, dedication, and desire of the Firm’s employees to be their best and go the extra mile for our clients. I have worked in this industry in San Diego for decades. In my opinion, Dowling & Yahnke is well-known in the financial services industry..  

What is your favorite place in San Diego?

My favorite spot is the view from Pacific Coast Highway at Torrey Pines Beach looking south towards La Jolla. That view never gets old. No matter how much San Diego grows and changes, the Torrey Pines Cliffs are timeless and spectacular. 

What is your favorite vacation spot?

Any island where the water is warm and the snorkeling is amazing.

Do you have any pets?

I have two cats - one that thinks and acts like a dog.