Dien Yuen Jd/Llm,Cap®, Aep®

Dien Yuen Jd/Llm,Cap®, Aep® Email and Phone Number

Philanthropy strategist and educator @ Daylight Advisors
Dien Yuen Jd/Llm,Cap®, Aep®'s Location
San Francisco, California, United States, United States
About Dien Yuen Jd/Llm,Cap®, Aep®

Dien helps advisors elevate their philanthropic advising practice by building their confidence, competence, and cultural dexterity. She founded Daylight, an innovative professional development platform that creates transformative learning experiences for advisors pursuing growth, service, and social impact. Daylight’s certificate programs, including the Impact Philanthropy Advisor (IPA) certification, set a new standard for philanthropic planning education for advisors. Dien serves as lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching the Certified Impact Philanthropy Professional (CIPP), Asia’s first professional philanthropic certification. She was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses as the Blunt-Nickel Professor in Philanthropy for the Chartered Advisor in Philanthropy® (CAP®) program. Dien’s early career included senior roles in wealth management and global development organizations. She currently serves on the boards of MyriadUSA and Giving Compass. Dien holds a Juris Doctorate, an LLM in International law, a Chartered Advisor in Philanthropy (CAP®), and an Accredited Estate Planning (AEP) designation.

Dien Yuen Jd/Llm,Cap®, Aep®'s Current Company Details
Daylight Advisors

Daylight Advisors

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Philanthropy strategist and educator
Dien Yuen Jd/Llm,Cap®, Aep® Work Experience Details
  • Daylight Advisors
    Chief Executive Officer
    Daylight Advisors Jul 2023 - Present
    Seattle, Wa, Us
    We are building a caring and engaging platform for families and advisors in the modern era. By lighting the way for new approaches, we accelerate and democratize who acts for social impact, how, and with whom.
  • Wealth Management Institute (Wmi)
    Faculty Member, Philanthropy & Social Impact
    Wealth Management Institute (Wmi) 2021 - Present
    Singapore, Singapore, Sg
    Lead faculty and curriculum developer for the Certified Impact Philanthropy Professional (CIPP) program
  • The American College Of Financial Services
    Asst Professor Of Philanthropy
    The American College Of Financial Services 2019 - 2023
    King Of Prussia, Pennsylvania, Us
  • The American College Of Financial Services
    Executive Director, Center For Philanthropy & Social Impact
    The American College Of Financial Services 2019 - 2023
    King Of Prussia, Pennsylvania, Us
  • Evercore Wealth Management, Llc
    Managing Director - Wealth & Fiduciary Advisor
    Evercore Wealth Management, Llc 2018 - 2019
    New York, New York, Us
  • Give2Asia
    Chief Philanthropy Officer
    Give2Asia 2007 - 2011
    Oakland, Ca, Us
  • U.S. Trust
    Vice President & Senior Trust Officer
    U.S. Trust 2003 - 2005
    Us

Dien Yuen Jd/Llm,Cap®, Aep® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Advisor In Philanthropy
  • Golden Gate University, School Of Law
    Golden Gate University, School Of Law
    Llm International Law
  • The University Of Toledo College Of Law
    The University Of Toledo College Of Law
    Law
  • Adrian College
    Adrian College
    Political Science

Frequently Asked Questions about Dien Yuen Jd/Llm,Cap®, Aep®

What company does Dien Yuen Jd/Llm,Cap®, Aep® work for?

Dien Yuen Jd/Llm,Cap®, Aep® works for Daylight Advisors

What is Dien Yuen Jd/Llm,Cap®, Aep®'s role at the current company?

Dien Yuen Jd/Llm,Cap®, Aep®'s current role is Philanthropy strategist and educator.

What schools did Dien Yuen Jd/Llm,Cap®, Aep® attend?

Dien Yuen Jd/Llm,Cap®, Aep® attended The American College Of Financial Services, Golden Gate University, School Of Law, The University Of Toledo College Of Law, Adrian College.

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