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Danielle Troy Holley, Cfa Email & Phone Number
Assistant Dean, Finance
at
New York University
1 work email found
@nyu.edu
1 phone found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Danielle Troy Holley, Cfa? Overview
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Quick answer
Danielle Troy Holley, Cfa is listed as Assistant Dean, Finance at New York University, based in New York, United States. AeroLeads shows a work email signal at nyu.edu, phone signal with area code 212, and a matched LinkedIn profile for Danielle Troy Holley, Cfa.
Danielle Troy Holley, Cfa previously worked as Executive Director, Finance, Steinhardt at New York University and Associate Director, Financial Planning, Steinhardt at New York University. Danielle Troy Holley, Cfa holds Executive Mpa from Nyu Robert F. Wagner Graduate School Of Public Service.
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Email format at New York University
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*@nyu.edu
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Profile bio
About Danielle Troy Holley, Cfa
After 10 years as an analyst at various financial services organizations, I am transitioning into a role outside of the financial services industry.Transferable skills:• Highly analytical with ability to present data in clear and concise manner• Strong communication and interpersonal skills• Ability to meet tight deadlines with strict attention to detail• Experience with continual process improvement (Six Sigma certified)• Demonstrated ability to manage multiple concurrent projects• Interacted with senior management on cross-functional projects• Ability to work independently or in a team setting• Quickly learned new systems and processes• Highly proficient with Microsoft Office: Excel (v-lookups, pivot tables), Powerpoint, Word, etc.• Experience with Salesforce.com and Business Objects
Listed skills include Portfolio Management, Fixed Income, Equities, Investments, and 12 others.
Current workplace
Danielle Troy Holley, Cfa's current company
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11 roles
Danielle Troy Holley, Cfa work experience
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Assistant Dean, Finance
Current
Nov 2024 - Present
Executive Director, Finance, Steinhardt
Oct 2019 - Nov 2024
Associate Director, Financial Planning, Steinhardt
Jan 2016 - Oct 2019
Manager, Financial Analysis, Office Of Global Programs
• Analyze revenues and expenses across 13 operating units to ensure accurate reporting and budget control• Coordinate and resolve issues between Global Sites and University offices to ensure seamless site operations and integration with University policies and procedures• Develop financial models for new initiatives, staff and faculty circulation and ongoing financial planning• Assist with preparation of Global Program’s annual budget presentation by creating supporting analyses• Create simplified budget templates to streamline annual budgeting process for Global Program’s sites• Manage Hyperion budget upload process, accounting for currency conversions and fluctuations and complex chartfield structures across 13 operating units• Build comprehensive UDW+ ad-hoc reports to provide consolidated management reporting• Evaluate and input all proposed budget modifications and review and approve journal entries
Aug 2013 - Dec 2015
Marketing And Operations Analyst
• Established and maintained relationships with clients and potential investors• Salesforce.com database administrator: created reports and field layouts and maintained client data• Utilized Salesforce.com to optimize client prospecting initiatives and investor retention programs• Provided ad-hoc data analysis for investor inquiries• Spearheaded regular client communication through monthly investor letters• Created and prepared all firm marketing materials and and periodic reporting• Managed firm’s website development project. Articulated design, layout, and content requirements to developers. Ensured project completed on time and on budget
Feb 2010 - Nov 2012
Client Services Analyst
• Improved process for weekly research update reports • Prepared and presented monthly trading rationale to senior investment professionals• Led analysis of portfolio data for quarterly client presentations
Feb 2009 - Nov 2009
Assistant Portfolio Manager
• Responsible for portfolio construction and oversight of more than 250 customized accounts with a total net worth of approximately $45 billion• Analyzed risk, liquidity, and performance across accounts; devised appropriate substitute investments • Contributed to client guideline negotiation and construction process
Aug 2007 - Feb 2009
Portfolio Assistant, Global Equities
• Managed and implemented trades for over 250 global growth equity portfolios• Utilized target allocations to satisfy client requests for redemptions/contributions
Dec 2005 - Aug 2007
Portfolio Analyst, Us Equities
Ge Asset
• Created detailed analysis of portfolio positioning, characteristics, and risk parameters• Supplied analysis and data to relationship and product development teams to generate new business – resulted in more than $1 billion in new assets raised• Contributed to Performance and Analytic Outsourcing Project: reviewed vendors, benchmarked competitors, and presented results to senior leadership team
Apr 2004 - Dec 2005
Fixed Income Trade Support Analyst
Ge Asset Management
• Six Sigma Certified – completed Green Belt training program• Streamlined private and public debt trade processing and settlement• Led trade operations team during cross-divisional accounting system conversion
Aug 2002 - Apr 2004
2 education records
Danielle Troy Holley, Cfa education
Executive Mpa
Nyu Robert F. Wagner Graduate School Of Public Service
Bachelor Of Science, Business Administration; Finance
University Of Richmond
FAQ
Frequently asked questions about Danielle Troy Holley, Cfa
Quick answers generated from the profile data available on this page.
What company does Danielle Troy Holley, Cfa work for?
Danielle Troy Holley, Cfa works for New York University.
What is Danielle Troy Holley, Cfa's role at New York University?
Danielle Troy Holley, Cfa is listed as Assistant Dean, Finance at New York University.
What is Danielle Troy Holley, Cfa's email address?
AeroLeads has found 1 work email signal at @nyu.edu for Danielle Troy Holley, Cfa at New York University.
What is Danielle Troy Holley, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Danielle Troy Holley, Cfa at New York University.
Where is Danielle Troy Holley, Cfa based?
Danielle Troy Holley, Cfa is based in New York, United States while working with New York University.
What companies has Danielle Troy Holley, Cfa worked for?
Danielle Troy Holley, Cfa has worked for New York University, Lyford Group International, Alliancebernstein, Ge Asset, and Ge Asset Management.
How can I contact Danielle Troy Holley, Cfa?
You can use AeroLeads to view verified contact signals for Danielle Troy Holley, Cfa at New York University, including work email, phone, and LinkedIn data when available.
What schools did Danielle Troy Holley, Cfa attend?
Danielle Troy Holley, Cfa holds Executive Mpa from Nyu Robert F. Wagner Graduate School Of Public Service.
What skills is Danielle Troy Holley, Cfa known for?
Danielle Troy Holley, Cfa is listed with skills including Portfolio Management, Fixed Income, Equities, Investments, Financial Analysis, Analytics, Asset Managment, and Competitive Analysis.
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