Daniel Maloney Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New Haven, Ct, Us

New Haven, Ct, Us

Practice Operations & Administration: Support department head, attorneys and others with daily operations of the practice group, including organization, preparation and execution of department, practice group and partner meetings and internal events. Interact with key administrative and operational teams. Facilitate execution of Firm-wide initiatives at the practice group or department level. Identify and recommend process improvements. Assist with the onboarding and integration of new attorneys and staff.Business Development: Partner with Marketing to identify strategies for new business opportunities by staying informed about the present and emerging needs of clients and the issues and trends in their industries. Produce new business presentations and proposals.Strategic Planning: Partner with Marketing to help design and execute business development plans for practice group and individual attorneys. Track results of engagement. Provide timely ideas and other support to ensure consistent progress towards engaging and maintaining clients.Project management: Maintain and improve on practice’s project management software and related systems.Staffing & Career Development: Manage the staffing of matters in the department to ensure overall client satisfaction and attorney development. Monitor work allocation and assignments to ensure knowledge and skills development. Analyze metrics including monthly time entries to report on utilization and productivity, to resolve workflow conflicts.Research and Knowledge Management: Develop a deep knowledge of the department’s practices, clients, experience, and capabilities in order to further business development goals. Conduct company, industry and other business development research and synthesize findings into actionable intelligence. Support the implementation and maintenance of knowledge and matter management systems and manage practice group resources.

New Haven, Ct, Us

Drafting of estate planning documents including: wills, revocable trusts, irrevocable trusts, estate plan flow charts and memorandums. Finally, assist in the implementation of a client's estate plan, including, deed transfers, beneficiary designations, transfer of insurance policies, tracking and preparation of Crummey withdrawal notices and drafting gift tax returns. The position also includes communicating with various legal professionals, government agencies, consultants and clients daily; utilizing the full suite of Microsoft Office tools, including, but not limited to, Outlook, FileSite/WorkSite, legal project management systems, ContactEase, Excel, Word, and PowerPoint, as well as various online resources for research; and overseeing the quality control of template documents, assignments and the execution of prepared documents.

Primary responsibilities include, managing inflow and completion of Decedent Estates, Change of Name applications, Guardianships of the Intellectually Disabled, and Commitment proceedings as well as overseeing accounts receivables for the Court, scanning and preserving documents and implementing efficient filing and destruction procedures for sensitive Probate documents.

Hired to scan, sort and ultimately destroy a three year backlog of files by using a laser-fiche scanning system. Concurrently tasked with maintaining the recently closed files by scanning and categorizing the files until their ultimate destruction or preservation. Created and maintain a shared Outlook calendar used by the Clerks and Judge to schedule court and personal events. Developed a filing system that is computer based and time efficient so for the first time the Court is meeting or exceeding the statute requirements set by the Probate Court Administrator and the State of Connecticut Legislature.

Fort Worth, Texas, Us

Began as a Sales Associate then made an interim Sales Leader less than a year after being hired. Was then offered the Sales Leader position less than six months after taking the interim position.Responsibilities include • Managing a staff of 9-13 (fluctuation is based on need during specific times of year), • Implementing policy but knowing when to make adjustments due to necessity, • Carrying out visual merchandising expectations - making adjustments based on inventory, selling behavior, regional demographic, customer mindset and store's overall look and feel.I am fortunate in that I am trusted to make informed decisions in visual merchandising throughout the store. I am also fortunate to work with a great team of people, many of whom I have trained in visual merchandising standards. Each associate brings varying assets to the store and it is the responsibility of the manager to identify their skill-set and coach them in areas of improvement .I am certain the combination of a great team of people and cleanly executed visual merchandising excites the customer and brings them back to my store. Customers routinely compliment my store in comparison to others and loyally shop with us for years.

Implemented the new laser-fiche scanning system by scanning all relevant historical documents, recently closed files and currently open files. Oversaw the destruction or preservation of files, and maintained an accurate filing system through the use of Excel, Outlook and CMS.

Bachelors Of Liberal Arts, Political Science

High School Diploma