Danielle Tata
Farmington
Summary
Client-focused investment professional with 5+ years of experience supporting high-net-worth, family office, and intermediary relationships within wealth and asset management firms. Strong background in alternative investment servicing, client communications, and cross-functional coordination in support of business development and investor relations efforts.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Client Service Specialist
Connecticut Wealth Management LLC
01.2025 - Current
- Collaborated with other teams to standardize service workflows, ensure data integrity, and maintain high client experience standards.
- Attend and participate in client meetings to support goal alignment, family, family dynamics, and next-generation planning.
- Manage Separately Managed Account (SMA) relationships across the firm, overseeing onboarding, funding, manager coordination, and ongoing operational accuracy.
Client Service Specialist
Connecticut Wealth Management LLC
07.2022 - 12.2024
- Act as operational lead (COO) for an advisory team overseeing $741MM in AUM, ensuring consistent execution of client service, reporting, and account administration.
- Serve as primary point of contact for high-net-worth and multi-generational clients, resolving complex service needs and coordinating across advisors, planners, custodians, and third-party managers.
- Oversee and execute cash management activities, including wire transfers, capital calls, discretionary distributions, bill pay, and charitable gifting.
- Lead firm-wide servicing for venture capital investments, including valuation tracking, internal reporting updates, eMoney reconciliation, and coordination of account filling for estate planning purposes.
- Partner closely with Financial Advisors and Planners on estate planning implementation, account structures, and beneficiary strategies.
Relationship Associate
Fiduciary Trust International
11.2020 - 07.2022
- Managed twenty Ultra High Net-Worth Family relationships and collaborated with Portfolio Managers and Trust Officers on account administration, preparing wealth projections, preparing cash flows, fee reviews, and preparation for client meetings.
- Initiated wire transfers, capital call payments, month end distributions for Fiduciary Trust investment vehicles, discretionary principal payments, bill paying, and gifts & contributions.
- Analyzed relevant documents to begin KYC and AML process including account openings to determine proper administration of account, state law requirements, beneficiaries
- Partnered with the Portfolio Managers and Trust Officer to understand client goals, which entailed attending client meetings and working with clients to understand their extended family and subsequent generations
Associate, Onboarding
Parametric Portfolio Associates LLC
01.2020 - 11.2020
- Position started with Eaton Vance before moving to Parametric, an Eaton Vance affiliate, in 2020.
Account Administration Specialist
Eaton Vance
10.2018 - 12.2019
- Ensured that client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations were completed in a timely and efficient manner.
- Communicated with internal as well as external clients daily to solve any onboarding related issues.
- Comply with regulatory requirements associated with client portfolio transitions, including OFAC list comparisons and applicable AML and Red Flag responsibilities.
Education
Bachelor of Science - Marketing & Finance
Sacred Heart University
Fairfield, CT05.2018
Skills
- Client Relationship Management
- Business Development Support
- High-Net-Worth Coverage
- SMA Servicing
- Alternative Investment Servicing
- Strong leadership
- Salesforce Practifi
- eMoney
- Fidelity Wealthscape
Certification
FINRA Series 65
Timeline
Senior Client Service Specialist
Connecticut Wealth Management LLC
01.2025 - Current
Client Service Specialist
Connecticut Wealth Management LLC
07.2022 - 12.2024
Relationship Associate
Fiduciary Trust International
11.2020 - 07.2022
Associate, Onboarding
Parametric Portfolio Associates LLC
01.2020 - 11.2020
Account Administration Specialist
Eaton Vance
10.2018 - 12.2019
Bachelor of Science - Marketing & Finance
Sacred Heart University