Danielle Stevenson
Pittsburgh
Summary
Senior operations and financial services leader with 20+ years of experience driving performance across wealth management, real estate, and client operations. Proven ability to scale infrastructure, optimize processes, and support high-net-worth client environments across institutions including Wells Fargo Advisors, Merrill Lynch, and Stratos Wealth Partners. Currently leading real estate investment and operational strategy at RJH Jr. Properties LLC, with direct oversight of revenue generation, asset performance, vendor execution, and compliance frameworks. Positioned as a Director / Head of Operations with a track record of delivering scalable growth, operational discipline, and high-impact client experience.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Owner | Director of Operations
RJH Jr. Properties LLC
Pittsburgh, PA
10.2025 - Current
- Architect and execute real estate investment strategy across acquisition, renovation, and income-producing assets
- Own operational performance, including pricing strategy, expense management, and revenue optimization
- Lead vendor sourcing, contract negotiation, and compliance (COIs, permitting, inspections)
- Oversee full project lifecycle: budgeting, contractor management, and capital improvements
- Implement scalable systems for property operations, guest experience, and maintenance workflows
- Align business operations with HUBZone and government contracting opportunities
Client Service Manager
Stratos Wealth Partners
Pittsburgh, PA
06.2025 - 10.2025
- Led operational support for high-net-worth client portfolios and advisory teams
- Directed onboarding, asset transfers, and compliance workflows
- Managed CRM systems (Salesforce) and reporting tools (eMoney)
- Partnered with compliance/legal teams to mitigate operational risk
- Coordinated client engagement strategy and events
Assistant Vice President (Operations Leadership)
Wells Fargo Advisors
Pittsburgh, PA
10.2022 - 05.2024
- Directed branch-wide operations, staffing, onboarding, and compliance
- Led integration of 40+ advisors and staff
- Managed budgets, vendor relationships, and sponsorship governance
- Supported market leadership with strategic initiatives and reporting
- Resolved escalated operational and client issues
Senior Client Associate
Merrill Lynch
Pittsburgh, PA
07.2019 - 10.2022
- Supported advisory teams managing 130+ high-net-worth relationships
- Delivered operational and client service excellence
- Maintained 96%+ client satisfaction
- Mentored junior team members and improved workflows
Education
Master of Business Administration (MBA) -
Argosy University
Skills
- Enterprise Operations & Infrastructure Scaling
- Wealth Management & RIA Operations
- Real Estate Investment & Portfolio Oversight
- P&L Ownership & Revenue Optimization
- Compliance, Risk & Regulatory Governance
- Vendor Management & Contract Negotiation
- High-Net-Worth Client Experience Strategy
- Salesforce CRM & Process Automation
- Strategic Planning & Execution
Certification
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
Core Capabilities
- Enterprise Operations & Infrastructure Scaling
- Wealth Management & RIA Operations
- Real Estate Investment & Portfolio Oversight
- P&L Ownership & Revenue Optimization
- Compliance, Risk & Regulatory Governance
- Vendor Management & Contract Negotiation
- High-Net-Worth Client Experience Strategy
- Salesforce CRM & Process Automation
- Strategic Planning & Execution
Timeline
Owner | Director of Operations
RJH Jr. Properties LLC
10.2025 - Current
Client Service Manager
Stratos Wealth Partners
06.2025 - 10.2025
Assistant Vice President (Operations Leadership)
Wells Fargo Advisors
10.2022 - 05.2024
Senior Client Associate
Merrill Lynch
07.2019 - 10.2022
Master of Business Administration (MBA) -
Argosy University