Danielle Ball Email & Phone Number

Carlsbad, Ca, Us

San Diego, California, Us

Irvine, California, Us

Austin, Texas, Us

- Oversaw and developed a team of analysts who were responsible for maintaining strong relationships with over 2,700 existing Crowdstreet investors, encompassing nearly $500MM in Company AUM.- Enhanced efficiency and accuracy in addressing investor inquiries by coordinating collaboration between internal teams for improved management and performance of 29 active CSA funds.- Established and maintained relationships with Fund Administrator, Transfer Agent, third-party wealth-tech platforms, as well as the RIA / Advisor community to drive strategy, growth and investor engagement.

Palo Alto, Ca, Us

- Create and nurture relationships with existing and prospective investor base of high net worth and institutional investors to secure new commitments in EquityBee-sponsored investment vehicles and funds, primarily Reg(D) 506(c) private placement offering, among others. - Initiated cross-functional partnerships spanning departments and external teams to meet and exceed GMV (“Gross Merchandise Value”) target of $1MM per month per Investor Relations Manager.- Led and managed numerous marketing campaigns including “Women of EquityBee” which served to highlight the involvement of female investors, startup employees, and EquityBee team members in the pre-IPO, fintech startup community. - Monitor industry developments and competitor activity in the alternative investments and pre-IPO crowdfunding space. - Trained and managed new hires on the Investor Relations team in all aspects of business development, investor management, sales enablement, and back-office logistics.

Park City, Utah, Us

Park City, Utah, Us

- Assisted in raising over $100MM from the High-Net-Worth and Broker-Dealer channels for $150MM Reg (D) Private Placement Offering structured as a REIT.- Develop and manage new and existing relationships with wealth managers, RIA's, Family Offices, and custodians to gain placement of current and future offerings on their respective platforms. - Prepare materials related to supporting capital raise efforts including investor presentations, fund analysis, portfolio construction, case studies, and Board of Managers reviews. - Serve as liaison between Transfer Agent/Fund Administrator and third party selling group to process subscriptions, manage consistent fund communications, and maintain compliance in all aspects of the sales process. - Assist in private equity fundraising and relationship building across all product and service offerings from Strategic Investment in value-add retail to Single-Tenant Net Lease real estate. - Support the Vice President of Fund Management in all aspects of Investor Relations, Business Strategy, and Fundraising at the High Net Worth and Institutional levels.- Maintain web-based investor portal to provide investors with current and historic fund and account-level documentation. - Manage the creation and distribution of investor-facing communications including quarterly financial reporting, acquisition communications, and fund-level ad-hoc reporting. - Helped team to maintain compliance with FINRA and SEC regulations, and inform key professionals of updates/changes to the nature of compliance within the fixed income/alternatives sector of the financial services industry.

Chicago, Illinois, Us

Provo, Utah, Us

- Responsibilities included working with real estate brokers, managers, and sellers across the nation to underwrite and analyze multi-family real estate assets for the Partners of the firm. - Assisted two deal leads in closing over 40 real estate transactions across 10+ states in excess of $350,000,000 in market value. - Build robust financial models to project anticipated investor and deal-level returns on multi-family real estate assets across the United States.- Communicate with brokers, lenders, equity partners, and property managers to perform due diligence on potential acquisitions. - Train and manage a team of interns that assist in financial modeling for the acquisitions team.- Build comprehensive investment analyses for acquisitions deal leads that are sent to equity partners. - Manage the equity raise and call for capital process upon negotiating contracts between Peak and Seller.

-Assist in creation and revision of marketing materials for clients interested in acquiring the assets that are currently on the market. -Generate reports for senior management for analytical use. -Correspond with debt partners regarding loan terms for Capital Markets segment of the firm.

Seattle, Us

Conducted marketing research and developed a marketing plan for a “strategically important” new REImultichannel market offering and target market in an internship that was part of a project-basedsenior-level marketing courseo Acceptance into the internship/course was based on a competitive application process.• Developed and conducted a semi-structured “Online Shop-Along” depth interview and analyzedinterview data• Conducted SWOT, Competitor, and Market-Sizing analyses to identify information relevant formarketing recommendations• Forecasted revenues and expenses related to Marketing Plan execution to provide initial cut ROIestimates/projections• Engaged in market-sizing research and analyses to estimate and forecast target market population andspend figures.• Presented strategic recommendations to Senior-Level & Mid-Level REI Executives during a 65 minuteteam PowerPoint presentation with 25 minutes of Q&AWork ExperienceMarketing/Capital Markets Intern, TCG of Marcus and Millichap, Seattle, Wa (Jun. ’12-present)• Assist in creation and revision of marketing materials for clients interested in acquiring the assets thatare currently on the market.• Generate reports for senior management for analytical use.• Correspond with debt partners regarding loan terms for Capital Markets segment of the firm.

Help maintain large diabetes donation database with all donors.

-Assist with account management tasks such as content generation for various advertising mediums like direct mail and copy-writing. -Website and social media management. -Support Creative Department.

Seattle, Wa, Us

Help maintain large diabetes donation database with all donorsManage allocation of joint resources such as conference rooms used by all tenants and labsAnalyze specific labs utilities-usage so as to evaluate individual costs

Us

Uphold strong sales trends month-to-monthEnsure the happiness of all clients from the time they arrive to when they leaveMaintain positive relationship with customers by managing their needs at all timesConvey leadership skills through supervising and training new employees

Serve as liaison between students and admissions counselorsFamiliarize prospective law students with the admissions processTrusted with all admissions filing transactions