Danielle Pashalidis, CPFA®, is a Senior Account Manager and Advisor Services Team Leader at Integrated Pension Services. Danielle supports plan sponsors and partner advisors with plan consulting, plan reviews and vendor relationship management. With financial industry experience of nearly two decades; Danielle supports clients in various ways to support the firm’s primary mission, making plans we serve better. She holds the NAPA CPFA designation and her Series 7 license with FINRA. Danielle joined Integrated Pension Services in 2022 and is a graduate of St. John Fisher University with a double language major and a minor in International Business.
