Dani OliveiraClient Engagement Specialist & Firm Operations Analyst

Dani joined Crescent Pine Family Office Group in 2022 and is a key point of client contact. Dani manages the entire client engagement and onboarding process for all aspects of the firm. She actively works with the Managing Partner to streamline our firm operational process while improving efficiencies through best in class family office practices.

With a keen passion for finance that includes an accounting & bookkeeping background, Dani delivers prompt communication on behalf of our member families. Dani delivers an exceptional level of personalized service and can assist in all aspects of the day to day activities. She is originally from Brazil, fluent in 3 languages and resides in Greenwich, Ct.