Post Graduate Program (The Bowen Center for the Study of the Family)
2006 - 2010
Cannon Financial Institute
(Cannon Trust)
2010 - 2011
Academy of the Holy Cross
Danielle York's Skills
Wealth Management
Estate Planning
Wealth Management Services
High Net Worth Individuals
Wealth
Investment Advisory
Beneficiary Development
Financial Education
Engagement of the Next Generation
Family Business
Danielle York's Summary
Danielle York, based in Boston, MA, US, is currently a Executive Director at 21/64, bringing experience from previous roles at 21/64 Philanthropy Consulting, Pitcairn Family Office and UBS. Danielle York holds a 1996 - 2000 Communication in Marketing and PR @ James Madison University. With a robust skill set that includes Wealth Management, Estate Planning, Wealth Management Services, High Net Worth Individuals, Wealth and more, Danielle York contributes valuable insights to the industry. Danielle York has 2 emails on RocketReach.