Daniela Diaz Gonzalez Email and Phone Number
Daniela Diaz Gonzalez work email
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Daniela Diaz Gonzalez personal email
Senior Fund Associate at Standish Management, LLC. Experienced in fund accounting, investor relations, financial advising and sales. Graduate of Boston University’s Questrom School of Business with a concentration in Finance and a minor in French Studies.
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Senior Fund AssociateStandish Management, Llc Jul 2023 - PresentBoston, Ma, Us
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Fund AssociateStandish Management, Llc Jul 2022 - Jun 2023Boston, Ma, Us
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Client AssociateStandish Management, Llc Jun 2021 - Jun 2022Boston, Ma, Us•Responded to investor communications on behalf of clients•Facilitated clients’ investment operations, such as capital calls, distributions and quarterly reporting•Fulfilled auditor and third-party administrator requests, such as audit confirmations and due diligence requests•Updated CRM system accordingly to reflect investor requests
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Fundraising ChairBoston University Dance Team May 2020 - May 2021•Organized fundraising activities, such as apparel sales and online crowdfunding •Financed funds from such activities and additional volunteer donations
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Financial Representative InternNorthwestern Mutual Dec 2020 - Jan 2021Milwaukee, Wi, Us•Identified potential prospects for financial planning services•Built financial plans for clients with Senior Financial Advisors•Participated in Skill Builder meetings twice a week -
Financial Advisor InternMassmutual Jun 2020 - Aug 2020Springfield, Massachusetts, Us•Attended daily agency trainings focusing on the following topics: State Regulations, Insurance Products, Self-Branding, and Customer Relations -
Financial Advisor InternMassmutual Jun 2019 - Jul 2019Springfield, Massachusetts, Us•Learned the process of Financial Advising by attending client meetings and adopting the method of financial analysis•Organized files, scheduled appointments and filled clients’ financial forms•Assisted on analyzing customer financial information in order to create a Personal Financial Guide
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Sales AssociateAthleta May 2018 - Jul 2018San Francisco, California, Us•Provided customer service by aiding customers with product selection and cashiering their merchandise•Organized the stock room and replenished the store with merchandise -
Dance TeacherTc, The Company Apr 2016 - Aug 2017•Instructed 10 to 20 children and pre-teens the technique of jazz and ballet four times a week •Trained students to develop new dance skills, such as jumps, turns and performance•Performed in the school’s dance recitals and productions yearly
Daniela Diaz Gonzalez Education Details
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Boston UniversityGeneral -
Providence CollegeGeneral
Frequently Asked Questions about Daniela Diaz Gonzalez
What company does Daniela Diaz Gonzalez work for?
Daniela Diaz Gonzalez works for Standish Management, Llc
What is Daniela Diaz Gonzalez's role at the current company?
Daniela Diaz Gonzalez's current role is Senior Fund Associate at Standish Management, LLC.
What is Daniela Diaz Gonzalez's email address?
Daniela Diaz Gonzalez's email address is da****@****ent.com
What schools did Daniela Diaz Gonzalez attend?
Daniela Diaz Gonzalez attended Boston University, Providence College.
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