Dan Mcauliffe Email and Phone Number
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After nearly ten years successfully leading Shepherds, Inc. as Executive Director and member of its Board of Directors, and continuing now solely as a Board Director, I look forward to contributing my non-profit and financial services experience to Shepherds and other service oriented organizations that seek to provide educational opportunity to underserved and ambitious young people and make a positive impact on their lives.
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Member Of Board Of Directors, Shepherds, Inc.ShepherdsDarien, Ct, Us -
Member Of Board Of Directors, Shepherds, Inc.Shepherds Nov 2023 - PresentBridgeport CtShepherds is a non-profit organization that opens the door of opportunity to disadvantaged inner-city Connecticut youth. By providing our youth with a quality college preparatory education at a non-public high school, extensive college prep workshops and the support of a mentor, we empower young people to achieve their greatest potential, thus helping to close the achievement gap and increase graduation rates among Connecticut's inner city high school students.For more information, visit http://shepherdsmentors.org -
Executive DirectorShepherds Sep 2015 - Oct 2023Bridgeport, Connecticut, United States -
Managing MemberDrm Advisory Llc Jan 2012 - Sep 2015Ct And NycDRM Advisory LLC, an independent consultancy providing advisory services to alternative and traditional asset management firms that seek to grow and succeed in thefast growing arena for alternative investments.DRM Advisory focuses on assisting asset management firms in articulating their differentiated core values and working with the firm to create customized strategies and immediately impactful tactical action plans.These efforts may include developing target client strategies, structuring and building new product offerings, asset raising and marketing initiatives, and helping build an institutional quality infrastructure and governance models. Select projects include:- Advising on rationale, structuring and economics of employee private equity funds - Assessment of technology applications supporting portfolio accounting and administration - Helping define product positioning and prospective clients for regulatory and enterprise risk management group Other: Advisory board for company providing an integrated solution for managing client life cycle relationship and documentation.
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Managing Director, Lead Risk ExecutiveJ.P. Morgan Chase May 2010 - Dec 2011New York NyOperational Risk ManagementGlobal Fund ServicesWorldwide SecuritiesTreasury & Transaction ServicesAdvanced a robust risk management and governance agenda for a global fund administration business with over $7.5 trillion in assets under administration.I -
Managing DirectorCitigroup/Citi Capital Advisors Sep 2006 - Apr 2010New York, NyManaging Director-Equity Hedge FundsLed restructuring of several legacy and acquired investment fund businesses, significantly reducing financial, investment and operational risk exposure through a period of unprecedented market volatility while sustaining investor confidence.
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Chief Operating OfficerCiti Alternative Investments/Global Fund Of Funds Aug 2004 - Aug 2006New York, NyRestructured and led complex operating platform of funds of hedge funds and managed futures with AUMS in excess of $6 billion that included managed accounts, feeder funds and '40 Act fund and an IRA-eligible fund of funds.
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Managing DirectorCiti Alternative Investments/Citi Private Equity Employee Funds Sep 2000 - Aug 2006New York,NyBuilt and managed operational, client service and administrative platform for Citi’s first broad offering of employee private equity funds. Platform eventually expanded to offer funds to third-party client investors.
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Cfo/CooCiti Alternative Investments/Citigroup Managed Futures Sep 1998 - Aug 2004New York NyBuilt and operated robust platform and processes for retail, HNW and institutional managed futures business with over 50,000 investors. Launching over new 12 funds, many requiring '34 Act registration and reporting and SOX 404 audits and attestations.
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Director Marketing And SalesSmith Barney Managed Futures Mar 1986 - Dec 1997New York, NyRevised strategic investment rationale for product to broaden appeal to investors, built products to support strategy, and directed sales team in expanding distribution among retail financial advisor network within Firm.
Dan Mcauliffe Skills
Dan Mcauliffe Education Details
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History, With Honors
Frequently Asked Questions about Dan Mcauliffe
What company does Dan Mcauliffe work for?
Dan Mcauliffe works for Shepherds
What is Dan Mcauliffe's role at the current company?
Dan Mcauliffe's current role is Member of Board of Directors, Shepherds, Inc..
What is Dan Mcauliffe's email address?
Dan Mcauliffe's email address is dm****@****ors.org
What is Dan Mcauliffe's direct phone number?
Dan Mcauliffe's direct phone number is +120390*****
What schools did Dan Mcauliffe attend?
Dan Mcauliffe attended Nyu Stern School Of Business, Middlebury College.
What are some of Dan Mcauliffe's interests?
Dan Mcauliffe has interest in Executive Committee, Member, Mentor, Darien Ct, Shepherds, American Association, Woodway Country Club, Board Of Governors, Board Member, Inc.
What skills is Dan Mcauliffe known for?
Dan Mcauliffe has skills like Hedge Funds, Alternative Investments, Portfolio Management, Private Equity, Fund Of Funds, Risk Management, Asset Management, Investments, Financial Services, Mutual Funds, Fund Administration, Financial Markets.
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