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.
• 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.
• 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.
• 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.

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.
• Coordinated office transition to Salesforce, training all bankers and staff… Show more
• 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.
• 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.

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
• 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.