Danielle McLean
Chapel Hill,NC
Summary
Multi-talented Senior Client Specialist knowledgeable about client relationships, operations, and team collaboration. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and creating relationships while establishing market dominance.
Overview
32
32
years of professional experience
Work History
Vice President, Institutional Consultant Relations
Westwood Holdings Group
2022.01 - Current
- Oversee and manage CRM system with daily activity, sales pipeline over $1Billion, and quarterly meetings
- Source, manage and complete Institutional Requests for Investment Proposals and Due Diligence Questionnaires
- Facilitate and coordinate other departments and outside resources to managing prospecting, travel schedules and presentations.
- Internal contact for all consultant relationships across Institutional Sales and Consultant Relations team
- Identified opportunities to improve business process flows and productivity
Office Manager
Hirzel Capital LLC
2016.01 - 2022.01
- Manager during transition period from billion-dollar fund to niche fund with focus on domestic and international markets (mainly India, China, Hong Kong) to manage all day-to-day operations for Cayman Island Master Fund and US based fund
- Operations and client service liaison to large institutional client and seven other high net worth individuals for all account processing and operation needs
- Facilitated monthly operational and strategic goal meetings for firm
- Coordinated, implemented, and maintained account in India’s stock market to invest in Indian stocks
- Sole accountant for all expenses and revenues of firm, gather tax information and coordinate tax returns with administrator and outside CPA, payroll coordinator
- Administrator, attorneys, prime broker, brokers, all aspects of running office, and with client onboarding
- Create client presentations with detailed information based on stock analysis.
Associate, Institutional Sales & Client Service
Westwood Holdings Group
2015.01 - 2016.01
- Internal contact creating and preparing client presentations, special client reporting and questionnaires
- Assisted with management of client relationships by responding to client inquiries
- Responsible for completion of due diligence questionnaires, consultant questionnaires and Requests for Proposals.
Administrative Officer
Crow Holdings Capital Partners
2011.01 - 2015.01
- Start-up Registered Investment Advisory firm to cover family offices and ultra-high net worth individuals
- Directly contributed to firm’s growth: staff doubled from 11 members to 21, clients from one anchor family to 16 core families, and assets under supervision from $1Billion to $1.5Billion
- Designed, implemented and trained staff on selected Salesforce CRM system
- Developed internal policies and procedures in response to compliance requests and SEC guidelines, organized and implemented group’s IT network and filing structure, interviewed and hired many of newer staff members, conducted due diligence and led selection of custodians, broker/dealers, reporting firms and contact relationship management systems including negotiation of agreements and contracts
- Responsible for managing and maintaining relationship with our firm’s custodian, served as group’s liaison with internal committee comprising compliance, operations, and finance to discuss current needs and solutions.
- As original staff member, I participated in all phases of client facing and operations
- Created initial marketing presentations: Firm’s pitch book, Monthly executive summaries of fund-of-funds, client review package which included asset allocation, performance and holdings, and outside assets, standard Request For Proposal template in response to prospect RHP request (and won that business),
- Performed complete overhaul of company website,
- Coordinated with outside legal counsel and internal compliance to create firm’s ADV, Investment Management Agreement, Private Placement Memorandums, and Limited Partnership Agreements
Administrative Officer
Bernstein Global Wealth Management
1998.01 - 2011.01
- Co-managed client base of business worth $2Billion across 216 high-net worth relationships
- Supervised daily operations for team of six, delegated duties, and monitored workload to ensure high quality output
- Primary contact for many complex client and prospect situations
- Facilitated communication and developed strong relationships with many different business units throughout firm to create working efficiencies
- Participated in recruiting, hiring and development of support staff
- Selected to develop and train new employees around country
Marketing Coordinator
The Chicago Trust Company
1996.01 - 1998.01
- Managed first print and radio advertising campaign ($200,000 budget)
Administrative Assistant
Brinker International
1993.01 - 1996.01
- Operational support for Executive Vice President of restaurant concept and several managers.
Education
Bachelor of Arts, Economics -
Texas A&M University
College Station, Texas12.1992
Skills
- Client Relationship Management
- Operations Management
- Data Analysis
- Strategic Planning
Timeline
Vice President, Institutional Consultant Relations
Westwood Holdings Group
2022.01 - Current
Office Manager
Hirzel Capital LLC
2016.01 - 2022.01
Associate, Institutional Sales & Client Service
Westwood Holdings Group
2015.01 - 2016.01
Administrative Officer
Crow Holdings Capital Partners
2011.01 - 2015.01
Administrative Officer
Bernstein Global Wealth Management
1998.01 - 2011.01
Marketing Coordinator
The Chicago Trust Company
1996.01 - 1998.01
Administrative Assistant
Brinker International
1993.01 - 1996.01
Bachelor of Arts, Economics -
Texas A&M University
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