DANIELLE MCANIFF
Albuquerque,NM
Summary
Client-focused sales and relationship professional with extensive experience in financial services, property management, and service-based industries. Proven ability to drive revenue, manage long-term client relationships, and deliver consistent customer satisfaction through consultative engagement.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Property Manager
EA Property Management
10.2023 - Current
- Grew managed property portfolio by 120% through owner referrals and relationship-based client management.
- Serve as primary point of contact for property owners, advising on leasing strategy, pricing, and overall property performance.
- Manage ongoing owner relationships, ensuring retention through clear communication and consistent service delivery.
- Coordinate vendors, maintenance providers, and service partners to control costs while maintaining service quality.
- Prepare owner communications, financial summaries, and performance updates to support transparency and trust.
Service Coordinator
Daikin Applied
08.2019 - 10.2023
- Responsible for Accounts Receivable, including communicating with customers, resolving billing discrepancies, and addressing customer issues to ensure satisfaction.
- Managed inventory by procuring parts and supplies, recording inventory into systems, corresponding with suppliers, preparing quotes, creating reports, and processing vendor invoices across New Mexico, Colorado, and parts of Texas.
- Collaborated with other departments to address customer concerns, train employees, provide information to management, and ensure seamless service delivery.
Financial Advisor
Premier Wealth Management Group
09.2016 - 12.2020
- Provided support to clients through prospecting, customized financial planning services, investment portfolio review and revision, and a high level of customer support.
- Mentored new advisors in preparing financial plans and presenting investment proposals, as well as mentoring branch office administrators.
- Built a network of CPAs, insurance providers, real estate agents, lenders, appraisers, social security consultants, and other professionals to provide clients with a one-stop source for financial needs.
Financial Advisor
Edward Jones
03.2013 - 07.2016
- Opened a new office and cultivated over $19.3M in assets under care with a $100,000 average per household.
- Provided support to customers by meeting regularly to review portfolios and prospecting through door-to-door canvassing, calls, and seminars.
- Recognized annually as a leader in asset development, prospecting, and client satisfaction through JD Power financial advisor surveys.
Education
High School Diploma -
TBD
Albuquerque, NMSkills
- Consultative & Relationship-Based Sales
- Client Retention & Portfolio Growth
- Prospecting & Business Development
- Account Management
- Revenue Growth & Asset Retention
- Executive-Level Client Communication
- Presentation & Proposal Support
- Cross-Functional Collaboration
Certification
- FINRA Series 7 – General Securities Representative
- New Mexico Real Estate Commission – Associate Broker & Qualifying Broker Licenses
Timeline
Property Manager
EA Property Management
10.2023 - Current
Service Coordinator
Daikin Applied
08.2019 - 10.2023
Financial Advisor
Premier Wealth Management Group
09.2016 - 12.2020
Financial Advisor
Edward Jones
03.2013 - 07.2016
High School Diploma -
TBD