Suggestions
Terrence Yanni
Senior Director at BNY Mellon
Terrence Yanni is a Senior Director at BNY Mellon, based in Briarcliff Manor, New York, United States.1 He specializes in taking a consultative approach to help individuals and their families achieve their financial goals in the most tax-efficient manner.1
Professional Activities
Yanni is actively involved in various professional and charitable endeavors:
Fundraising:: He has participated in fundraising efforts for Parkinson's disease research. In 2018, Yanni was part of a team that raised a record amount to combat Parkinson's, working alongside John Kozyak, the chairman who has been leading national efforts in this cause.2
Financial Services:: In his role at BNY Mellon, Yanni focuses on wealth management and financial planning. He has hosted events to discuss important financial topics, such as a dinner in 2020 where he and his partners at Strategies for Wealth explored the value of integrating life insurance into comprehensive financial plans.3
Terrence Yanni's LinkedIn profile username is indeed terrence-yanni-8142a07, as mentioned in the query.
