Daniel Kavanagh Email & Phone Number

Raleigh, Nc, Us

Raleigh, Nc, Us

-Delivers exceptional service as part of a team and acts as trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships-Develops, compiles, and ensures accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations, while also overseeing the critical maintenance of client files and records-Aids in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables-Perform due diligence on investment strategies and selection of Private Equity, Private Debt, Venture Capital, and Real Estate funds, as well as evaluate investment opportunities in the private buyout market-Source, aggregate, and analyze investment-related data to provide investment analytics, investment memos, and management reports for the Alternatives Investment team and upper management-Develop investment thesis that are alignment with the corporate goals and clients’ investment strategies-Support the delivery of relevant and in-depth intelligence on global private equity and real estate markets, fund managers, and competitors across the risk spectrum, with an emphasis on maintaining corporate intelligence on and sourcing appropriate risk-adjusted private equity and real estate opportunities

New York, Ny, Us

• Educated, researched, and resolved 1,000 – 1,500 complex client inquiries per month for Fortune 500 companies’ retirement products and services, demonstrating strong interpersonal skills, excellent telephone skills, and a high aptitude to learning and adapting in a rapidly changing environment• Accurately processed financial transactions including stock, money market and mutual fund trades, loans, withdrawals, and rollovers• Provided complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detail• Assisted clients with account maintenance, inquiries about their accounts and retirement goals• Lead the new employee mentoring program• Demonstrated a cooperative and professional work attitude and displaying the ability to work effectively in a team environment• Established and administered sales opportunities for Merrill Edge associates, providing critical technical and conceptual information

• Developed weekly PLU reports• Analyzed Profit & Loss statements and Food Cost data• Assisted in obtaining and maintaining maximum profits by following systems that increase productivity and simplify business operations• Planned and executed local store marketing

London, Gb

• Developed innovative experiential marketing programs for the Citi account team• Planned and executed Citi events attended by C-level Citi executives (Citi Open and Presidents Cup)• Created monthly program recap decks with event summaries and insights to improve future marketing platforms• Helped manage the Citi Field team day-to-day operations including event approvals and tour logistics

Robbinsville, New Jersey, Us

Furthering my marketing education through guest speakers, community events, social events, and open forums with JMU faculty and marketing professionals.

New York, New York, Us

• Acted as main point of on-site contact for the Lumber Liquidators concourse activation at the 2017 ACC Tournament.

New York, New York, Us

• Conducted venue and vendor research for the Consulting and Experiential department. • Gathered proof of performance photos and videos from professional and collegiate sporting events and created weekly and monthly client recap reports. • Assisted the Collegiate Services department with client prospecting and presentation development for C-level executives.

Dallas, Texas, Us

Proficient use of Microsoft Excel to create effective sales and operations tools for COO and CEO to utilize on a daily basis. Managed and improved quarterly distribution database to identify trends and areas for new or increased sales opportunities. • Compiled data into useful graphical and table representations, which were utilized in Series B investor packages.• Collaborated with team members to establish and maintain a comprehensive vendor list by individual nationwide territories.• Focused on learning best methods to derive market penetration and identify reasons behind positive or negative growth patterns pertaining to all product lines.