Danielle May Email & Phone Number

San Diego, Ca, Us

United States

San Francisco, California, United States

• Provided support for the financial planning needs of over 100 clients which included preparing retirement forecasts, cash flow analysis, and creating financial plans• Served as the first point of contact for client questions and concerns• Prepared material and agendas for client meetings based on personalized knowledge of each client and their goals• Attended client meetings and recorded details in the client's file• Managed and completed follow-up tasks from client meetings• Delegated tasks to newer employees based on their skill set• Identified knowledge gaps and taught financial concepts to new employees as needed• Tasked other departments to complete client requests (e.g. trading requests, scheduling, paperwork needs)• Performed cash management tasks (e.g. journals, ACHs, and wires) on a daily basis per client requests• Helped to bring in assets each quarter from new and current clients, totaling $30M in Q3 2022 alone• Collaborated with client’s attorneys and accountants as necessary• Performed special requests for analysis (e.g. mortgage analysis, social security analysis, etc.) on an ad hoc basis• Occasionally traveled to San Francisco to participate in Brio hosted client events and team meetings

San Diego, California

•Personally managed TD Ameritrade's (TDA) relationship with five large financial advising companies, each with >$300M in assets under management (AUM)• Established a working relationship with individuals at each firm to deliver personalized service• Effectively communicated benefits and requirements of TDA's products, services, procedures, and policies• Constantly assessed priorities within my workload and changed direction as needed to accommodate daily tasks, inflow of new tasks, follow-up items, projects, and support for colleagues• Collaborated with other teams to expedite special requests, make exceptions or accommodations, and communicate important notes necessary for work item processing• Recognized and helped prevent fraud by reporting suspicious activity• Served on a tech committee and acted as point of contact to help colleagues with integration of a new internal system

Psychology

Education record