NORTHERN TRUST | WWW.NORTHERNTRUST.COM |
DB405@NTRS.COM | (408) 656-6784
About: Having joined Northern Trust in 2019, Danielle has over 13 years of wealth management industry experience. Prior to joining Northern Trust, she was a Regional Sales Office Supervisor with Bank of New York Mellon. She graduated from Sonoma State University with a bachelor’s degree in Business Administration with a focus on marketing and has completed her CFP education requirements.
Specialties: As a Business Specialist for Northern Trust in Santa Barbara, Danielle collaborates with an extensive network of team members and external advisers to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, philanthropists, business owners and executives. Danielle frequently works with individuals with assets in transition, such as from inheritance, retirement or divorce. Guiding individuals, families and foundations in their holistic investment and wealth planning. Danielle is responsible for assembling a team of advisors to help ensure that clients fully benefit from the comprehensive capabilities and individualized solutions Northern Trust provides.
Quote: “You miss 100% of the shots you don't take” — Wayne Gretzky
Connect: Contact Danielle at db405@ntrs.com or at (408) 656-6784, or visit her website below!