Danielle Daunt
Nashville,TN
Summary
Proven leader in operational excellence and business process improvement, I significantly enhanced efficiency at Virtue Capital Management LLC. With expertise in financial administration and a knack for leadership, I streamlined operations, fostered team growth, and improved advisor satisfaction through innovative solutions and effective training programs.
Overview
6
6
years of professional experience
Work History
Senior Operations Specialist
Virtue Capital Management LLC
09.2023 - Current
- Improved operational efficiency by streamlining processes and implementing best practices.
- Collaborated with cross-functional teams to develop innovative solutions for complex operational challenges.
- Conducted post-trade processing and resolved trade settlement issues.
- Deposited client funds
- Opened new accounts, and helped onboard new advisors
- Serviced client accounts for updates and distributions/contributions.
- Developed comprehensive training programs for new hires, promoting a culture of continuous learning and growth within the operations team.
- Provided operations support for contractual, administrative and financial aspects
- Managed day-to-day operations, ensuring that deadlines were met, resources were allocated effectively, and project objectives were achieved.
Operations Specialist
Virtue Capital Management LLC
02.2018 - 09.2023
- Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.
- Boosted customer satisfaction, addressing advisor concerns in a timely and professional manner.
- Successfully managed multiple projects simultaneously while adhering to deadlines.
- Implemented necessary changes in response to shifting business needs, maintaining a proactive approach to problem solving.
- Provided training for new hires, fostering a supportive learning environment conducive to success in their roles.
- Enhanced team productivity with effective communication strategies.
Education
No Degree - Health Coaching
Institute For Integrative Nutrition
New York, NY05.2014
BBA - Business Administration
Belmont University
Nashville, TN05.2007
Skills
- Operational Excellence
- Business process improvement
- Workflow Management
- Leadership abilities
- Knowledge of content management
- Team Training
- Financial Administration
- Time Management
- Attention to Detail
Timeline
Senior Operations Specialist
Virtue Capital Management LLC
09.2023 - Current
Operations Specialist
Virtue Capital Management LLC
02.2018 - 09.2023
No Degree - Health Coaching
Institute For Integrative Nutrition
BBA - Business Administration
Belmont University
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