Dan Maclachlan Email & Phone Number

Chapel Hill, Nc, Us

Raleigh, North Carolina, United States

Raleigh, North Carolina, United States

Raleigh, North Carolina, United States

Raleigh, North Carolina

Raleigh, North Carolina

Raleigh, North Carolina

Chapel Hill, Nc

- Perform daily reconciliation and upkeep of performance reporting system by updating client statements, asset flows and various money movement actions within their accounts- Run monthly full reconciliation process to ensure complete and correct client reporting- Manage operations with 3rd party outsourced systems partner to obtain client statements and other imperative materials- Provide firm level performance information for marketing and compliance reviews- Support the Investment Operations department by providing micro and macroeconomic data for client presentations- Aid the Advisory Team in providing extraordinary client service by creating, reviewing and preparing client statements and performance reports- Facilitate client investment actions to ensure they are correctly and timely executed, including the buying and selling of investments in their portfolios and money movement across multiple accounts- Collaborate with the Investment team to create and update reports on client portfolios and investment managers by running performance reporting within Morningstar Direct- Prepare key materials for the Advisory/Operations team to improve accuracy of client performance reporting, i.e. monthly reconciliation reports and asset movement reports for all clients’ portfolios- Interact with Financial service providers, including custodian, investment managers, tax and legal advisors- Partner in the creation of complex financial analyses on a wide range of investment and planning topics as well as macroeconomic data with the Investment Team

Wilmington, North Carolina Area

● Supported advisors of two major national retirement broker-dealers, one being the largest 401(k) consulting firm in the country.● Partnered with the advisors to provide superior client service to their plan sponsors with 401(k), 403(b) and defined benefit plans ranging from $1 million to over $100 million.● Helped grow assets under care for the retirement broker dealer from $5 billion to more than $85 billion within 4 years● Supported sales representatives with quarterly investment reporting, benchmarking, requests for proposals and other financial reports and marketingmaterials● Created and implemented sales and roadshow invites along with other marketing materials for a large alternative investment firm● Provided extraordinary client services for dozens of sales representatives in several states across the country● Managed insurance roadshows for a large alternative investment firm, delivering invites in Constant Contact● Ran investment monitoring reports using various technologies such as SAS, Morningstar Direct, Zephyr Style Advisor, Microsoft Word and Microsoft Excel● Created financial documents for a large personal point of care firm

Maintained the organization and cleanliness of the storeHelped guests find items they were seeking while providing extraordinary serviceProvided fast service and ensured quality customer service

Bachelor Of Business Administration (B.B.A.), Economics And Finance

Activities and Societies: Association for Campus Entertainment (ACE)Earned a Bachelor's in Business Administration with concentrations.

Associates, Science