Danielle Fleet Email & Phone Number

Regional Trust Director @ Citizens Private Wealth

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Danielle Fleet Location

East Greenwich, RI, US

Danielle Fleet Work

2024 - now Regional Trust Director @ Citizens Private Wealth
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2020 - 2024 Private Wealth Senior Trust Officer, SVP @ Citizens Private Wealth
2017 - 2020 Private Wealth Trust Officer, VP @ Citizens Private Wealth

2015 - 2017 Portfolio Oversight Manager @ U.S. Trust
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2014 - 2015 Portfolio Oversight Associate @ U.S. Trust
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2013 - 2014 Trust Administrative Officer @ U.S. Trust
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Danielle Fleet Education

Wharton Executive Education
(Client Psychology Program)
2020 - 2021
Bryant University
Executive Development (CFP Program)
2014 - 2015
University of Rhode Island - College of Business Administration
Bachelor's degree (Finance, General)
2007 - 2011

Danielle Fleet Skills

Financial Analysis
Communication Skills
Microsoft Excel

Mainframe
PowerPoint
Microsoft Office
Corporate Finance
Financial Reporting
Marketing
Series 7

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Danielle Fleet Summary

Danielle Fleet, based in East Greenwich, RI, US, is currently a Regional Trust Director at Citizens Private Wealth. Danielle Fleet brings experience from previous roles at Citizens Private Wealth and U.S. Trust. Danielle Fleet holds a 2020 - 2021 Wharton Executive Education. With a robust skill set that includes Financial Analysis, Communication Skills, Microsoft Excel, Mainframe, PowerPoint and more. Danielle Fleet has 5 emails and 4 mobile phone numbers on RocketReach.

Danielle Fleet Emails

Found 5 emails

Danielle Fleet Phone Numbers

Found 6 phone numbers

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Others Named Danielle Fleet

Danielle Fleet

Regional Trust Director at Citizens Private Wealth

East Greenwich, RI, US
5
- citizensbank.com
- gmail.com
- yahoo.com
- aol.com
- verizon.net
5+
- +1 401-885-XXXX
- +1 401-588-XXXX
- +1 401-447-XXXX
- +1 401-256-XXXX
- +1 401-368-XXXX
- +1 401-573-XXXX
Danielle Fleet

Data Liaison Manager and Technical Lead at NHS Digital

United Kingdom
1
- nhsdigital.nhs.uk

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Karen Johnston

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