Gotham Member

Danna
Richardson
375 North Broadway, Suite 206
Jericho
New York
11753
Work Phone
516-505--2215
Company
https://shelterrockmanagement.com/
Company position
Director of Client Services

Turning a simple conversation or connection into a business opportunity has always fueled my passion. My career journey kicked off at First Data Corporation, where I learned the art of developing relationships that led to a 55% increase in territory revenue in my first year. Later, at PR Newswire, I was chosen by senior management as one of six Global Account Managers tasked with generating new business.

Even while taking a break to raise my family, I continued funding causes and strengthening community alliances, proving that building fruitful connections is a passion that never pauses. Now at Shelter Rock Management, I am focused on leveraging my expertise to forge strategic partnerships and explore new markets. I am always open to new connections and conversations!

Company description

Founded in 2006, Shelter Rock Management, LLC (SRM) is an independent, SEC-registered investment advisory firm based in Jericho, NY. We focus on achieving attractive long-term returns through our own discretionary growth and income strategies, while providing tailored retirement planning and private client services.

Business Category
Private Equity & Investment Firms
Interests

In my free time, I enjoy nothing more than cheering on my kids from the sidelines (proud hockey and soccer mom). I also love staying active playing tennis and pickleball, traveling to new places, reading a great book, and relaxing at the beach.

 

 

Other organizations

Ambassador at the SUDC Foundation - www.sudc.org

 

As an ambassador, I support the programs mission, engage in outreach, fundraise, educate, and connect families worldwide. 

 

 

Good lead

Accountants/CPAs

Estate/Trust Attorneys

Fintech/Service Partners

High Net Worth Individuals (seeking personalized investment services)

 

Through our firm's trusted advisor network we are building a collaborative group of high-level professionals—often including accountants, estate attorneys, tax specialists, and fintech experts—who can provide comprehensive, integrated services to clients. 

Group