Danielle Crognale Email & Phone Number

Greater New York City Area

• Head recruiting efforts and hiring process for all potential full-time candidates and interns in New York City office, managing recruiting logistics, including final round interview preparation and travel planning for 20+ candidates per process.• Centralized and improved on-boarding process for 50+ new hires, creating training materials and executing training sessions. Provide training to new hires on corporate policies, corporate databases, travel/expense systems and deal processing in… Show more • Head recruiting efforts and hiring process for all potential full-time candidates and interns in New York City office, managing recruiting logistics, including final round interview preparation and travel planning for 20+ candidates per process.• Centralized and improved on-boarding process for 50+ new hires, creating training materials and executing training sessions. Provide training to new hires on corporate policies, corporate databases, travel/expense systems and deal processing in Salesforce.• Organize internal events including volunteer work, parties and team building events. Team building events include a Central Park scavenger hunt, go-karting excursion, cooking competitions and sporting event outings.• Plan and coordinate external events for 150+ attendees including annual Growth Conference, Consumer Conference, Business & Infrastructure Conference, Valuations Dinner, Financial Sponsors Dinner and Intimate Executive Client Events. Show less

Greater New York City Area

• Supported team of investment bankers while assisting in Mergers & Acquisitions and Capital Raise & Special Situations• Initiated conversations with management leading to better operating systems, such as Salesforce, and business operations. This system transition led to more efficient business practices, allowing real-time information to be stored in a single location for all bankers and staff to access. • Coordinated office transition to Salesforce, training all bankers and staff… Show more • Supported team of investment bankers while assisting in Mergers & Acquisitions and Capital Raise & Special Situations• Initiated conversations with management leading to better operating systems, such as Salesforce, and business operations. This system transition led to more efficient business practices, allowing real-time information to be stored in a single location for all bankers and staff to access. • Coordinated office transition to Salesforce, training all bankers and staff while staying on top of new Salesforce updates. Documented real-time deal information in Salesforce while performing data entry and research on internal operating systems.• Oversaw domestic and international travel, managed calendars, processed expense reports and handled client meeting logistics. Coordinated logistics for Management Presentations and closing dinners. Handled all scheduling conflicts quickly and efficiently. Show less

Greater New York City Area

• Provided administrative support and executive assistance to the CEO, Principal Manager, equity brokers and portfolio managers.• Supervised Initial Public Offering and Secondary Indications, prepared appropriate account paperwork, monitored client indication amounts and assisted CEO to divide allocations among clients.• Verified regulatory compliance through account documentation, AML reviews, OFAC client checks and annual FINRA audits. • Handled all Automated Customer Account… Show more • Provided administrative support and executive assistance to the CEO, Principal Manager, equity brokers and portfolio managers.• Supervised Initial Public Offering and Secondary Indications, prepared appropriate account paperwork, monitored client indication amounts and assisted CEO to divide allocations among clients.• Verified regulatory compliance through account documentation, AML reviews, OFAC client checks and annual FINRA audits. • Handled all Automated Customer Account Transfer Services and retirement accounts. Processed all corporate and personal monthly expenses and bill breakdowns. Show less

• Assisted clients with account inquiries and resolved account-related issues with minimal guidance.• Coordinated client appointments, submitted expense reports and processed paperwork.