Office Administrator, Registered ParaplannerSM
Danyell Bjornstad joined North Capital, Inc. in 2013 as a paraplanner and office administrator for Frances Harkins in our Benicia Branch. Danyell has worked in the financial services industry over the past 12 years. Her role at North Capital is to provide customer service as well as back office support for the firm. She assists with day-to-day client transactions, prepares portfolio reports, and maintains brokerage account applications and forms.
Danyell earned her general education from the College of Marin and transferred to San Francisco State University where she majored in Dietetics, Consumer and Family Studies. Prior to joining North Capital, Danyell worked as an administrative assistant for a Registered Investment Advisory Firm in Marin County. It is there that she earned her designation as a Registered ParaplannerSM from The College for Financial Planning. After taking a short hiatus to raise her three young children, she returned to the field in 2008 to assist Frances Harkins.