Denise is a Senior Client Service Associate at The Manning Companies, where she supports clients with distributions, rollovers, transfers, and a wide range of account service needs. What matters most to her is making financial planning feel a little less stressful for the people she works with, and she brings a sense of urgency and genuine care to every request that comes her way.
Before entering financial services, Denise spent over a decade in retail and restaurant management, where she developed a sharp ability to multitask, stay organized, communicate clearly, and lead teams through fast-moving environments. Those skills translate directly into the way she approaches client service today: with efficiency, attentiveness, and a commitment to getting people answers as quickly as possible. Since joining The Manning Companies in 2022, she has built a reputation for being someone clients and colleagues can count on for whatever they need.
Denise holds a Bachelor of Science in Anthropology with a minor in Women's Studies from San Diego State University, a background that speaks to her curiosity about people and her genuine interest in understanding the diverse experiences clients bring to their financial lives.
A San Diego native, Denise is passionate about giving back to her local Latinx community and staying connected to the causes and events that matter to her. Outside of work, you can find her in nature with her dog, collecting vinyl records, tending to her plants and garden, or cooking up something good at home.