Danielle White Email & Phone Number
@univest.net
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Who is Danielle White? Overview
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Danielle White is listed as Trust Support Officer at Univest, a with 723 employees, based in Willow Grove, Pennsylvania, United States. AeroLeads shows a work email signal at univest.net and a matched LinkedIn profile for Danielle White.
Danielle White previously worked as Trust Administrator at Charles Schwab and Sr. Trust Specialist at Charles Schwab. Danielle White holds Master'S Degree, Accounting And Finance from Keller Graduate School Of Management Of Devry University.
Email format at Univest
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AeroLeads found 1 current-domain work email signal for Danielle White. Compare company email patterns before reaching out.
About Danielle White
Danielle White is a Trust Support Officer at Univest. She possess expertise in powerpoint, accounting, corporate finance, financial planning, tax and 17 more skills. She is proficient in English.
Listed skills include Powerpoint, Accounting, Corporate Finance, Financial Planning, and 18 others.
Danielle White's current company
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Danielle White work experience
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Trust Administrator
Sr. Trust Specialist
Trust Administrator
Administer the client accounts in order to create, expand and service WM relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Partners with WM professionals to identify and develop financial planning opportunities. May communicate directly with clients, Trustees and KenCrest CFO as well as external resources i.e. accountants, attorneys, who are related to the client s accounts as part of day to day administration. Analyzes trust/financial information, reacts accordingly and re-prioritizes as appropriate. Supervise Securet staff and temp staff to provide work direction.
Colleagues at Univest
Other employees you can reach at univest.net. View company contacts for 723 employees →
Deo Mumburi
Colleague at UnivestTanzania, United Republic Of
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TM
Tiffany Mink
Colleague at UnivestMays Chapel, Maryland, United States
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NK
Natia Kikava
Colleague at UnivestCroydon Heights, Pennsylvania, United States
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Robert L Michaud
Colleague at UnivestDoylestown, Pennsylvania, United States
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SF
Suzanne Fleischmann
Colleague at UnivestSouderton, Pennsylvania, United States
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BB
Brian Bortz
Colleague at UnivestAllentown, Pennsylvania, United States
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KW
Karen W
Colleague at UnivestGreater Philadelphia, United States
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MH
Mark Hutchinson
Colleague at UnivestWarren, Vermont, United States
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PG
Phyllis Goshow
Colleague at UnivestTelford, Pennsylvania, United States
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MN
Md Niem
Colleague at UnivestVietnam, Viet Nam
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Danielle White education
Master'S Degree, Accounting And Finance
Ba, Economics
Frequently asked questions about Danielle White
Quick answers generated from the profile data available on this page.
What company does Danielle White work for?
Danielle White works for Univest.
What is Danielle White's role at Univest?
Danielle White is listed as Trust Support Officer at Univest.
What is Danielle White's email address?
AeroLeads has found 1 work email signal at @univest.net for Danielle White at Univest.
Where is Danielle White based?
Danielle White is based in Willow Grove, Pennsylvania, United States while working with Univest.
What companies has Danielle White worked for?
Danielle White has worked for Univest, Charles Schwab, and Securet Trust.
Who are Danielle White's colleagues at Univest?
Danielle White's colleagues at Univest include Deo Mumburi, Tiffany Mink, Natia Kikava, Robert L Michaud, and Suzanne Fleischmann.
How can I contact Danielle White?
You can use AeroLeads to view verified contact signals for Danielle White at Univest, including work email, phone, and LinkedIn data when available.
What schools did Danielle White attend?
Danielle White holds Master'S Degree, Accounting And Finance from Keller Graduate School Of Management Of Devry University.
What skills is Danielle White known for?
Danielle White is listed with skills including Powerpoint, Accounting, Corporate Finance, Financial Planning, Tax, Financial Modeling, Trust Management, and Account Reconciliation.
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